ALPHA GLOBAL BLUE CHIPS EQUITY FUND Institutional

ISIN
GRF000221009
Currency
Euro

Fund Facts

NAV (30.11.2022)
€29.0726
Total assets (30.11.2022)
€210,084.71
YTD return
-0.85%
Inception date
11.12.2017

Risk Profile

Lower risk
Higher risk
Lower expected return
Higher expected return

Return

What it invests in

Portfolio mix

The Alpha Global Blue Chips Equity Institutional fund mainly invests in a diversified portfolio of equities and/or equivalent securities, such as depository receipts, traded in international exchanges, mostly in developed markets.
Its portfolio includes large-cap stocks issued by companies operating in all sectors or regions.

Investment objective

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

What the benchmark is

The S&P Global 100 Capped USD Index is the benchmark for the Alpha Global Blue Chips Equity Institutional 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

Suitable for institutional investors:

  • With a long-term investment horizon, 5 years minimum.
  • With an aggressive investment profile.
  • Who seek capital gains, 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 Global Blue Chips Equity Fund Institutional, visit the Alpha Bank branch of your choice.

Find out how in our Investor guide.

Redeeming shares

You may redeem your shares on any working day. The amount will be available in your account 3 days after 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. You only need to add your investments to your Products.
  • Every month you receive an email detailing all your investment information. You simply need to opt for online updates when you open your trading account or request to have your settings changed later on.

Brochures

Monthly updates on portfolio, performance, valuation

Choose the route that best matches your needs