ALPHA GLOBAL BLUE CHIPS EQUITY FUND Institutional

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.

Moreover, the fund promotes Environmental/Social (E/S) characteristics by investing in securities of issuers with favourable ESG characteristics and aims to have a minimum proportion of 10 % of sustainable investments.

Investment objective

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

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.
 

Suitable for institutional investors:

• With a long-term investment horizon of 5 years.
• 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.

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 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.