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Αρχική σελίδα > Αμοιβαία Κεφάλαια > Alpha (LUX) Global Funds > Alpha (LUX) Global Equity FoF EUR I (LU1508358444)


Alpha (LUX) Global Equity FoF EUR I (LU1508358444) Reg. Number 11062
Περιγραφή Α/Κ Χαρτοφυλάκιο και Αποδόσεις Ενημερωτικά Δελτία 3μηνιαίο δελτίο
Portfolio Breakdown

Cash 3,9%
equities 96,1%
TOP HOLDINGS  29/9/2017 
SCHRODER US LARGE CAP FUND  13.6% 
PIONEER US FUNDAMENTAL GROWTH FUND  13.6% 
FRANKLIN TEMPLETON MUTUAL BEACON FUND  9.0% 
MORGAN STANLEY US GROWTH FUND  8.9% 
SCHRODER EUROPEAN SPECIAL SITUATION  8.9% 
REGIONAL BREAKDOWN
UNITED STATES 46,9%
EUROPE 30,9%
JAPAN 7,1%
EMERGING MARKETS 10,6%
DEVELOPED ASIA EXCL. JAPAN 4,5%
  Cumulative Return
PERIOD Benchmark M/F*
1yr
3yrs
5yrs
Quarter Review
During the third quarter of 2017 European, U.S. and Asian Equities posted positive returns. The benchmark equity index MSCI all Countries World Index rose by 1.2% in EUR, which was negatively affected by the significant depreciation of the U.S. dollar vs the euro. The strength of the European economy and the strong corporate results have been the key drivers for European equities. Positive catalyst to both Asian and worldwide equities have been the strong macro news in China, the weakness of the U.S. dollar and the recovery in global trade. Geopolitical tensions due the missile launch in North Korea have had only temporary negative effect. Investors’ risk appetite has also been strong in the U.S. despite the negative effect related to the recent hurricane. 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