ALPHA GREEK BALANCED FUND Institutional

Portfolio mix

The Alpha Greek Balanced Institutional has a diversified portfolio. It mainly invests in equities issued by companies listed on the Athens Stock Exchange, Greek government bonds and bonds issued by companies with registered office, operations or exposure in Greece. There is no restriction in terms of the rating or duration of the bonds in which the fund invests.

Investment objective

Achieving a total return through capital appreciation and income generation over the long run.
 

The Alpha Greek Balanced Institutional fund uses a composite benchmark consisting of 2 separate indices:

• 50% Athex Composite Share Price index
• 50% Bloomberg Greece Government

It is used for the purpose of comparing performance. Therefore, it does not affect the active management of the mutual fund, which complies with the fund’s investment policy. As a result, the mutual fund portfolio structure may significantly differ from the benchmark.
 

Suitable for institutional investors:

• With a long-term investment horizon of 5 years.
• With an aggressive investment profile.
• Who wish to invest in a balanced, widely diversified portfolio with domestic (Greek) orientation.
   

Purchasing shares

To invest in the Alpha Greek Balanced Institutional, visit the Alpha Bank branch of your choice.

Find out how in our Investor guide.

Redeeming shares

You may redeem your shares on any business day. Τhe funds will be accessible in your account 3 business days following the transaction.

Find out about the entry and redemption fees (only available in Greek)

Get daily updates on the share NAV through the Daily price bulletin.

Monitoring your investment

Monitor the performance of the funds you have invested in:

• Daily, using myAlpha Web. Just ensure you've added your investments to your Products.
• Monthly, you'll receive a comprehensive email containing all your investment details. When setting up your trading account, you can easily opt for online updates or request to modify your settings later.