ALPHA (LUX) GLOBAL DEFENSIVE ESG FoF EUR I
Fund Facts
Risk Profile
Return
What it invests in
Portfolio mix
The Alpha (LUX) Global Defensive ESG FoF EUR I sub-fund mainly invests in a diversified portfolio of UCITS or other collective investment undertakings managed by top foreign investment firms, which offer exposure to euro-denominated bonds, European equities, money market instruments and deposits.
Moreover, the sub-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 medium and long run.
What the benchmark is
The Alpha (LUX) Global Defensive ESG FoF EUR I sub-fund uses a composite benchmark consisting of 3 separate indices:
- 70% Bloomberg Euro Aggregate 1-3 Year Total Return Index
- 20% Barclays Benchmark Overnight EUR Cash Index
- 10% MSCI Europe Price Return EUR Index
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 2 years.
- With medium to high risk profile.
- Who seek gains through a diversified portfolio.
How to invest
Purchasing shares
To invest in the Alpha (LUX) Global Defensive ESG FoF EUR I, 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 4 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.
Brochures
Monthly updates on portfolio, performance, valuation
Key features
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Key Information Document (PRIIPS KID)File size: 257.09 KB
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Key Investor Information Document (KIID) - for UK investors onlyFile size: 196.76 KB