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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

Equity funds 97,0%
Cash 3,0%
TOP HOLDINGS  30/3/2018 
SCHRODER US LARGE CAP FUND  12.1% 
PIONEER US FUNDAMENTAL GROWTH FUND  14.5% 
FRANKLIN TEMPLETON MUTUAL BEACON FUND  8.8% 
MORGAN STANLEY US GROWTH FUND  8.8% 
SCHRODER EUROPEAN SPECIAL SITUATION  8.8% 
REGIONAL BREAKDOWN
N. AMERICA 45,7%
EUROPE 30,1%
JAPAN 7,5%
EMERGING MARKETS 11,6%
DEVELOPED ASIA EXCL. JAPAN 4,8%
  Cumulative Return
PERIOD Benchmark M/F*
1yr
3yrs
5yrs
Data update on 7/5/2018
Quarter Review
European, U.S. and Asian equities posted negative returns during the first quarter of 2018. The benchmark equity index MSCI all Countries World Index declined by -3.63%. The equity market correction was combined with higher volatility. In the USA, market concerns about the inflation outlook and the tariffs imposed on imported products, were the key factors affecting equities. European equities were negatively affected by market expectations that the ECB will end the quantitative easing program at the end of September 2018. Global risk aversion affected Asian equities. Indian equities retracted significantly, after reaching all-time highs at the end of January 2018. During the third quarter the mutual funds kept its asset allocation very close to that of the composite benchmark index.
ΟΙ Ο.Σ.Ε.Κ.Α. ΔΕΝ ΕΧΟΥΝ ΕΓΓΥΗΜΕΝΗ ΑΠΟΔΟΣΗ ΚΑΙ ΟΙ ΠΡΟΗΓΟΥΜΕΝΕΣ ΑΠΟΔΟΣΕΙΣ ΔΕΝ ΔΙΑΣΦΑΛΙΖΟΥΝ ΤΙΣ ΜΕΛΛΟΝΤΙΚΕΣ