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ALPHA AGGRESSIVE STRATEGY GREEK EQUITY FUND HCMC Rule 29/458/7.11.2003 Gov.Gaz. s.n. 1771/B/28.11.2003
Fund Information Portfolio and Performance 3 month statement
Investment Objective
The fund invests primarily in Greek equity stocks. The portfolio is broadly diversified. consisted mostly of large-caps and growth stocks. The fund will also take advantage of speculative opportunities, in order to achieve short-term capital gains from volatility in the markets. The criteria of stock picking are, organic earnings growth surpassing the average expected earnings growth of the shares combining the Athens General Index, good quality management and corporate governance, sector trend and attractiveness combined with sector know-how and export dynamics.
Target group...
Investors interested in taking exposure in the Greek stock market, aiming on achieving out-performance of Athens General Index (on a 5-year horizon), assuming higher risk.

Fund Information
Morningstar®  4* 
Fund type  Equity Fund 
Inception date  16.12.2003 
Base currency  Euro 
Benchmark  ASE General Index 
Currency risk  MINIMAL 
Fund assets as of 29.09.2017  37,702,228.49 
Net unit price as of 29.09.2017  9,8760 
Bloomberg code   ALSTDOM 
Web site address  www.alphamutual.gr 
Management company  ALPHA ASSET MANAGEMENT A.E.D.A.K. 
  General Commercial Registry:920101000 
  25-29 Karneadou Str, 106 75 Athens, Tel. 210 374 2800 
Custodian  Alpha Bank, 40 Stadiou Str., 102 52 Athens 
Transactions and Commissions
Valuation  Daily 
Price publication  Daily press 
Suggested investment horizon  > 5 yrs 
Minimum initial investment  1.500 € 
Minimum automatic payment plan   50 € 
Management fee  2,50% 
Subscription fee  1,00% 
Redemption fee  0 - 1 yr  1,00% 
  1 - 2 yrs  0,50% 
  > 2 yrs  0,00% 
Redemption settlement  In 3 working days 
Distribution network:  Branches of 
Alpha Bank, Alpha Private Bank, AXA Insurance 

Risk and reward profile

Lower risk
Higher risk

 

Typically lower rewards
Typically higher rewards
 
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UCITS DO NOT HAVE A GUARANTEED RETURN AND PREVIOUS PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
WHERE THERE ARE DISCREPANCIES BETWEEN THE GREEK AND ENGLISH TEXT THE GREEK TEXT SHALL TAKE PRECEDENCE