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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 26,5%
Financials 17,7%
Health Care 12,9%
Consumer Staples 12,3%
Energy 10,6%
Consumer Discretionary 6,9%
Industrials 4,8%
Materials 3,8%
Telecommunication Services 1,5%
Utilities 0,4%
Real Estate 0,4%
TOP HOLDINGS  31/12/2017 
APPLE INC  8.2% 
MICROSOFT CORP  6.3% 
ALPHABET INC- CL A  5.4% 
JP MORGAN CHASE  4.0% 
AMAZON.COM INC  3.5% 
COUNTRY BREAKDOWN
UNITED STATES 61,8%
UNITED KINGDOM 8,8%
SWITZERLAND 5,9%
FRANCE 5,7%
GERMANY 5,7%
  Cumulative Return
PERIOD Benchmark M/F*
1yr (31/12/16-31/12/17) 5,69% 3,39%
3yrs (31/12/2014-31/12/17) 23,35% 19,80%
5yrs (31/12/2012-31/12/17) 63,06% 45,29%
* Calculations based on net unit price
Data update on 05/02/2018
Quarter Review
Global equity markets rose further during the 4th quarter of 2017 in USD terms. Impressive global growth coupled with subdued inflationary pressures as well as passage of a tax-cut package in the US boosted global equity markets. European stocks underperformed other major equity markets in USD terms due to higher political risk, despite strong economic activity and stable euro trade-weighted exchange rate. The ECB lowered its monthly asset purchases from €60bn to €30bn/month (implemented from the start of 2018 for 9 months) but crucially left its QE programme open-ended and retained its forward guidance regarding interest rates. Fed raised rates by 25bp as expected, but left the dot plots unchanged (imply three more hikes in 2018) despite higher GDP growth expectations as forecasts for core inflation were not altered. Jerome Powell, President Donald Trump’s pick to lead the Federal Reserve, said he would weigh deregulation of the financial sector and signaled broad support for how the Fed operates. Commodity prices rose further during the 4th quarter, led by crude oil and base metal prices. Oil prices rose to their highest levels in 2½ years due to a string of supply interruptions around the world coupled with rising demand and extension of production cuts by the OPEC and other major producers.
ΟΙ Ο.Σ.Ε.Κ.Α. ΔΕΝ ΕΧΟΥΝ ΕΓΓΥΗΜΕΝΗ ΑΠΟΔΟΣΗ ΚΑΙ ΟΙ ΠΡΟΗΓΟΥΜΕΝΕΣ ΑΠΟΔΟΣΕΙΣ ΔΕΝ ΔΙΑΣΦΑΛΙΖΟΥΝ ΤΙΣ ΜΕΛΛΟΝΤΙΚΕΣ