Αρχική σελίδα | Χρήσιμα εργαλεία | Δομή Σελίδων | Links | English

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 16,2%
Health Care 16,1%
Financials 12,1%
Consumer Staples 9,9%
Energy 9,6%
Consumer Discretionary 8,2%
Communication Services 5,3%
Industrials 3,5%
Materials 2,4%
Cash & Equivalents 16,7%
TOP HOLDINGS  31/12/2018 
MICROSOFT CORP  7.6% 
AMAZON.COM INC  6.1% 
ALPHABET INC- CL A  5.3% 
APPLE INC  4.7% 
JOHNSON & JOHNSON  4.2% 
COUNTRY BREAKDOWN
UNITED STATES 57,2%
UNITED KINGDOM 6,8%
SWITZERLAND 6,1%
FRANCE 4,3%
GERMANY 4,2%
  Cumulative Return
PERIOD Benchmark M/F*
1yr (29/12/17-31/12/18) -4,02% -2,12%
Data update on 16/1/2019
Quarter Review
Global developed equity markets declined significantly during the 4th quarter (S&P Global 100 Ιndex dropped 12% in euro terms) due to political risks and slowdown in macroeconomic activity. The withdrawal agreement between the UK and the EU was not submitted to the UK parliament in December as there was little parliamentary support for the deal. There remains considerable concern amongst investors about the ability to pass the deal through the parliament. Tensions between the European Commission and Italy persisted but after months of negotiations, Italy reached a deal over its budget with Brussels. The US administration’s more hostile approach to global trade played a significant role in the risk off sentiment. On the other hand, US-China presidential meeting results were better than expected. The outcome of the US midterm elections was broadly as markets expected. The Fed raised rates as expected, while market and Fed expectations for further hikes next year receded as the Fed stated that rates are “just below” the neutral level. The US president, amid a partial government shutdown, stated his disagreement with Fed policy but denied threatening to fire Fed Chairman. The ECB ended its QE programme but the market is increasingly sceptical about ECB’s ability to lift rates in 2019. China facing slowing economic growth launched a new round of fiscal and monetary stimulus. Crude oil fell to 1.5 year lows on concerns regarding increased supply, global growth and OPEC policy.
ΟΙ Ο.Σ.Ε.Κ.Α. ΔΕΝ ΕΧΟΥΝ ΕΓΓΥΗΜΕΝΗ ΑΠΟΔΟΣΗ ΚΑΙ ΟΙ ΠΡΟΗΓΟΥΜΕΝΕΣ ΑΠΟΔΟΣΕΙΣ ΔΕΝ ΔΙΑΣΦΑΛΙΖΟΥΝ ΤΙΣ ΜΕΛΛΟΝΤΙΚΕΣ