ALPHA AGGRESSIVE STRATEGY GREEK EQUITY FUND Classic

ISIN
GRF000218005
Currency
Euro

Fund Facts

NAV (20.06.2024)
€20.9139
Total assets (20.06.2024)
€97,658,660.77
YTD return
8.98%
Inception date
16.12.2003

Risk Profile

Lower risk
Higher risk
Lower expected return
Higher expected return

Return

What it invests in

Portfolio mix

The Alpha Aggressive Strategy Greek Equity Classic fund invests mainly in a diversified portfolio of equities issued by companies listed on the Athens Stock Exchange, focusing on stocks issued by companies with strong growth potential and momentum.
Its portfolio includes equities issued by companies operating in all sectors or regions. There is no restriction in terms of market capitalisation.

Investment objective

Achieving a total return through capital appreciation and income generation over the long run.

What the benchmark is

The Athex Composite Share Price index is the benchmark for the Alpha Aggressive Strategy Greek Equity Classic fund.

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

To investors:

  • With a long-term investment horizon of 6 years.
  • With an aggressive investment profile.
  • Who seek high returns, acknowledging that equity markets are subject to fluctuations and accepting the significant risk of capital loss.

How to invest

Purchasing shares

To invest in the Alpha Aggressive Strategy Greek Equity Fund Classic, 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 3 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

Choose the route that best matches your needs

Build your portfolio

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Choose amounts, investment categories and mutual funds to build your own portfolio. View the risk profile and historical returns for your portfolio.