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Αρχική σελίδα > Αμοιβαία Κεφάλαια > Μετοχικά > ALPHA GLOBAL BLUE CHIPS ΜΕΤΟΧΙΚΟ Institutional (GRF000221009)


ALPHA GLOBAL BLUE CHIPS ΜΕΤΟΧΙΚΟ Institutional (GRF000221009) Αρ.Εγκρ.Ε.Κ.67/25.08.2010
Περιγραφή Α/Κ Χαρτοφυλάκιο και Αποδόσεις Ενημερωτικά Δελτία 3μηνιαίο δελτίο
Portfolio Breakdown

Information Technology 26,7%
Financials 12,9%
Energy 10,8%
Health Care 10,0%
Consumer Discretionary 8,5%
Consumer Staples 6,8%
Materials 2,4%
Industrials 2,2%
Cash & Equivalents 19,6%
TOP HOLDINGS  30/6/2018 
APPLE INC  8.3% 
MICROSOFT CORP  7.4% 
AMAZON.COM INC  6.3% 
ALPHABET INC- CL A  5.0% 
JP MORGAN CHASE  3.8% 
COUNTRY BREAKDOWN
UNITED STATES 56,6%
UNITED KINGDOM 6,0%
SWITZERLAND 4,4%
FRANCE 3,7%
NETHERLANDS 3,6%
  Cumulative Return
PERIOD Benchmark M/F*
Data update on 3/08/2018
Quarter Review
Global developed equity markets recovered during the 2nd quarter of 2018 (S&P Global 100 equity index rose 6.8% in euro terms). European and Emerging Market stocks underperformed global equity markets in USD terms due to higher sensitivity to trade tensions, political uncertainty and slowdown in macroeconomic activity. Trade tensions markedly worsened and NAFTA renegotiations stalled as the US imposed steel and aluminum tariffs on imports from Japan, Europe, Mexico, Canada, and China. Moreover, US approved 25% tariffs on $50bn of imported goods from China, with China announcing retaliatory measures of the same scale and strength. The US administration proposed new tariffs on auto imports and tariffs targeting Chinese imports worth $400 bn. The ECB has postponed market expectations of the first hike and announced the termination of the QE programme at the end of 2018. In Italy, a populist coalition government was formed that may implement fiscal expansionary measures, which risk breaching EU budget rules, pushing spreads sharply higher. In the US, the Fed raised rates by 25bp as expected and unexpectedly signaled four hikes in total in 2018 from three projected in March. Fed’s hawkish message led to significant US yield curve flattening and US Dollar appreciation. Commodity prices surged in euro terms on tighter supply-demand balances for a whole host of commodities, especially crude oil, with US crude oil prices reaching the highest level since November 2014. As a result, the global energy sector vastly outperformed the broader equity market during the quarter.
ΟΙ Ο.Σ.Ε.Κ.Α. ΔΕΝ ΕΧΟΥΝ ΕΓΓΥΗΜΕΝΗ ΑΠΟΔΟΣΗ ΚΑΙ ΟΙ ΠΡΟΗΓΟΥΜΕΝΕΣ ΑΠΟΔΟΣΕΙΣ ΔΕΝ ΔΙΑΣΦΑΛΙΖΟΥΝ ΤΙΣ ΜΕΛΛΟΝΤΙΚΕΣ