ALPHA COSMOS STARS USA ESG EQUITY FUND OF FUNDS Institutional
Fund Facts
Risk Profile
Return
What it invests in
Portfolio mix
The Alpha Cosmos Stars USA ESG Equity Fund of Funds Institutional mainly invests in equity UCITS or other collective investment undertakings managed by top foreign investment firms, which offer exposure to US equities.
Moreover, the fund applies certain ESG (Environmental, Social, Governance) criteria to define a suitable range of underlying UCITS with top ESG ratings and drive the portfolio towards the ones with strong sustainability performance.
Investment objective
Achieving a total return through capital appreciation and income generation over the long run.
What the benchmark is
The S&P 500 Price Return USD Index is the benchmark for the Alpha Cosmos Stars USA ESG Equity Fund of Funds Institutional.
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 and performance may significantly differ from the benchmark.
Who it is intended for
Suitable for institutional investors:
- With a long-term investment horizon of 5 years.
- With an aggressive investment profile.
- Who seek high returns, acknowledging that equity markets are subject to fluctuations and accepting the significant risk of capital loss.
How to invest
Purchasing shares
To invest in the Alpha Fund Of Funds Cosmos Stars USA ESG Equity 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.