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Αρχική σελίδα > Αμοιβαία Κεφάλαια > Μικτά > ALPHA GLOBAL ALLOCATION ΜΙΚΤΟ Institutional (GRF000213006)


ALPHA GLOBAL ALLOCATION ΜΙΚΤΟ Institutional (GRF000213006) Αρ. Εγκρ. Ε.Κ. 17/657/20.4.2006 Φ.Ε.Κ. 634/Β/22.5.06
Περιγραφή Α/Κ Χαρτοφυλάκιο και Αποδόσεις Ενημερωτικά Δελτία 3μηνιαίο δελτίο
Portfolio Breakdown

Cash & Equivalents 3,7%
Treasury Bills 19,5%
Government Bonds 19,3%
Corporate Bonds 8,0%
Equities 44,3%
Equity ETF 2,0%
Commodity ETF 3,2%
TOP HOLDINGS  30/3/2018 
Hellenic T-Bill 0 31/08/18  5.0% 
Apple Inc  3.5% 
Hellenic T-Bill 0 10/04/18  3.4% 
Microsoft Corp  3.3% 
Lyxor ETF Commodities CRB  3.2% 
CURRENCY BREAKDOWN
EUR 59,7%
USD 32,2%
GBP 5,2%
CHF 2,9%
  Cumulative Return
PERIOD Benchmark M/F*
Data update on 19/4/2018
Quarter Review
Global equity markets dropped significantly during the 1st quarter of 2018 (S&P Global 100 equity index slid 4.8% in euro terms) while equity volatility surged on growing investor concerns about inflation, rising interest rates and global trade tensions. U.S. president Trump announced tariffs on Chinese goods while restrictions will also be imposed on Chinese investment aimed at obtaining U.S. technologies. China responded by announcing plans to impose tariffs on $3bn on U.S. imports. European equities underperformed other major equity markets in USD terms, due to higher sensitivity to trade tensions as well as a slowdown in economic activity (March PMIs missing expectations for the second month in a row). Euro-denominated bonds rose (Bloomberg Barclays Euro Aggregate Index +0.7%), helped by credit spread tightening, while core yields slightly increased (Bund yields closed the quarter up just 7bps). Italian elections resulted in sweeping gains for the populist Five Star Movement and the anti-immigrant Eurosceptic Northern League. Fed raised interest rates by 0.25%, as expected, while officials boosted their projections for the pace of rate increases in both 2019 and 2020, edging closer to signaling a 4th interest-rate hike this year. U.S. wages rose significantly in January, leading to higher core rates. 10-year U.S. Treasury yield posted its 3rd consecutive quarterly gain (reached a 4-year peak at 2.94% on Feb. 21), boosted primarily by surging inflation expectations due to the $1.5 trillion tax cut passed at the end of last year and the budget
ΟΙ Ο.Σ.Ε.Κ.Α. ΔΕΝ ΕΧΟΥΝ ΕΓΓΥΗΜΕΝΗ ΑΠΟΔΟΣΗ ΚΑΙ ΟΙ ΠΡΟΗΓΟΥΜΕΝΕΣ ΑΠΟΔΟΣΕΙΣ ΔΕΝ ΔΙΑΣΦΑΛΙΖΟΥΝ ΤΙΣ ΜΕΛΛΟΝΤΙΚΕΣ