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Αρχική σελίδα > Αμοιβαία Κεφάλαια > Alpha (LUX) Global Funds > Alpha (LUX) Global Equity FoF EUR (LU1544316679)


Alpha (LUX) Global Equity FoF EUR (LU1544316679) Reg. Number 11062
Περιγραφή Α/Κ Χαρτοφυλάκιο και Αποδόσεις Ενημερωτικά Δελτία 3μηνιαίο δελτίο
Portfolio Breakdown

Equity funds 96,9%
Cash 3,2%
TOP HOLDINGS  31/12/2017 
SCHRODER US LARGE CAP FUND  13.7% 
PIONEER US FUNDAMENTAL GROWTH FUND  13.5% 
FRANKLIN TEMPLETON MUTUAL BEACON FUND  9.2% 
MORGAN STANLEY US GROWTH FUND  9.1% 
SCHRODER EUROPEAN SPECIAL SITUATION  8.7% 
REGIONAL BREAKDOWN
N. AMERICA 46,9%
EUROPE 29,8%
JAPAN 7,4%
EMERGING MARKETS 11,9%
DEVELOPED ASIA EXCL. JAPAN 3,9%
  Cumulative Return
PERIOD Benchmark M/F*
1yr
3yrs
5yrs
Quarter Review
During the fourth quarter of 2017 European, U.S. and Asian Equities posted positive returns. The benchmark equity index MSCI all Countries World Index rose by 3.5% in EUR, which was negatively affected by the significant depreciation of the U.S. dollar vs the euro. Us stocks posted significant gains as a result of positive corporate news and the new tax bill which reduces corporate taxes. Asian equity markets continued on a positive trend, following the good macro news and the commitment in China and India to structural reforms. European stocks were marginally higher, due to profit taking and some concern on the political situation in Germany. Socks of the pharmaceutical, financial and telecom sectors underperformed, whereas materials overperformed. During the third quarter the mutual fund kept its asset allocation very close to that of the benchmark index
ΟΙ Ο.Σ.Ε.Κ.Α. ΔΕΝ ΕΧΟΥΝ ΕΓΓΥΗΜΕΝΗ ΑΠΟΔΟΣΗ ΚΑΙ ΟΙ ΠΡΟΗΓΟΥΜΕΝΕΣ ΑΠΟΔΟΣΕΙΣ ΔΕΝ ΔΙΑΣΦΑΛΙΖΟΥΝ ΤΙΣ ΜΕΛΛΟΝΤΙΚΕΣ