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Αρχική σελίδα > Αμοιβαία Κεφάλαια > Μετοχικά > ALPHA GLOBAL BLUE CHIPS ΜΕΤΟΧΙΚΟ Classic (GRF000220001)


ALPHA GLOBAL BLUE CHIPS ΜΕΤΟΧΙΚΟ Classic (GRF000220001) Αρ.Εγκρ.Ε.Κ.67/25.08.2010
Περιγραφή Α/Κ Χαρτοφυλάκιο και Αποδόσεις Ενημερωτικά Δελτία 3μηνιαίο δελτίο
Portfolio Breakdown

Information Technology 27,2%
Financials 16,9%
Health Care 11,9%
Consumer Staples 10,7%
Energy 9,9%
Consumer Discretionary 8,2%
Industrials 3,9%
Materials 3,3%
Telecommunication Services 0,5%
Real Estate 0,4%
Cash & Equivalents 7,0%
TOP HOLDINGS  30/3/2018 
APPLE INC  7.4% 
MICROSOFT CORP  6.8% 
ALPHABET INC- CL A  5.6% 
AMAZON.COM INC  4.9% 
JP MORGAN CHASE  4.0% 
COUNTRY BREAKDOWN
UNITED STATES 60,9%
UNITED KINGDOM 8,0%
SWITZERLAND 5,6%
FRANCE 5,3%
GERMANY 4,1%
  Cumulative Return
PERIOD Benchmark M/F*
1yr (31/03/17-30/03/18) -3,64% -5,71%
3yrs (31/03/2015-30/03/18) 3,87% -0,22%
5yrs (29/3/2013-30/03/18) 42,08% 26,58%
* Calculations based on net unit price
Data update on 19/04/2018
Quarter Review
Global developed equity markets dropped significantly during the 1st quarter of 2018 in local currency terms (S&P Global 100 equity index slid 4.8% in euro terms). Global equities slid and equity volatility surged on growing investor concerns about inflation, rising interest rates and global trade tension. Trump announced tariffs on Chinese goods while restrictions will also be imposed on Chinese investment aimed at obtaining US technologies. China responded by announcing plans to impose tariffs on $3bn of US imports. European stocks underperformed other major equity markets in USD terms due to higher sensitivity to trade tensions and slowdown in macroeconomic activity (March PMIs missing expectations for the second month in a row). Italian election resulted in sweeping gains for the populist Five Star Movement and the anti-immigrant Eurosceptic Northern League. Fed raised interest rates by 0.25% as expected and officials boosted their projections for the pace of rate increases in both 2019 and 2020, edging closer to signaling a 4th interest-rate increase this year. US wages rose significantly in January, leading to higher core rates. 10-year U.S. Treasury yield posted its 3rd consecutive quarterly gain (reached a 4 year peak at 2.94% on Feb. 21), boosted primarily by surging inflation expectations due to the $1.5 trillion tax cut passed at the end of last year and the budget deal that entails a massive increase in federal spending. Commodity prices dropped during the quarter in euro terms.
ΟΙ Ο.Σ.Ε.Κ.Α. ΔΕΝ ΕΧΟΥΝ ΕΓΓΥΗΜΕΝΗ ΑΠΟΔΟΣΗ ΚΑΙ ΟΙ ΠΡΟΗΓΟΥΜΕΝΕΣ ΑΠΟΔΟΣΕΙΣ ΔΕΝ ΔΙΑΣΦΑΛΙΖΟΥΝ ΤΙΣ ΜΕΛΛΟΝΤΙΚΕΣ