ALPHA BLUE CHIPS GREEK EQUITY FUND Classic G (Golden Visa)

ISIN
GRF000463007
Currency
Euro

Fund Facts

NAV (17.02.2025)
€18.8534
Total assets (17.02.2025)
€1,058.13
YTD return
5.81%
Inception date
04.02.2025

Risk Profile

Lower risk
Higher risk
Lower expected return
Higher expected return

Return

What it invests in

Portfolio mix

The Alpha Blue Chips Greek Equity Classic G primarily invests in a diversified portfolio of equities issued by companies listed on the Athens Stock Exchange, focusing on large-cap stocks. Its portfolio includes equities from companies across all sectors.

Investment objective

To invest in the Alpha Blue Chips Greek Equity Fund Classic G, visit the Alpha Bank branch of your choice.

What the benchmark is

The Athex Composite Share Price index is the benchmark for the Alpha Blue Chips Greek Equity Classic G fund.
It is used for the purpose of comparing performance. Therefore, it does not affect the active management of the mutual fund. As a result, the mutual fund portfolio structure may significantly differ from the benchmark.

The Athens Stock Exchange ("ATHEX") holds all intellectual property rights to the Athex Composite Share Price Index. ATHEX does not guarantee the timeliness, accuracy, or completeness of any data related to the Index. The Index and its data do not constitute and cannot be construed as an offer of financial instruments, an investment advisory recommendation, or an encouragement to invest in the financial instruments included in the Index.

Who it is intended for

To investors:

  • Third-country nationals seeking to make investments in compliance with the provisions of Laws 4251/2014 and 5038/2023, as currently in force, with the objective of obtaining an entry and residence permit in Greece.
  •  With a long-term investment horizon of 6 years.
  • With an aggressive investment profile.
  • Who wish to invest in a diversified portfolio of large-cap stocks in the Greek market, 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 Blue Chips Greek Equity Fund Classic G, 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

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