ALPHA GREEK BALANCED FUND Classic

Portfolio mix

The Alpha Greek Balanced Classic has a diversified portfolio. It mainly invests in equities issued by companies listed on the Athens Stock Exchange, Greek government bonds and bonds issued by companies with registered office, operations or exposure in Greece. There is no restriction in terms of the rating or duration of the bonds in which the Alpha Greek Balanced Classic fund invests.

Investment objective

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

The Alpha Greek Balanced Classic fund uses a composite benchmark consisting of 2 separate indices:

• 50% Athex Composite Share Price index
• 50% Bloomberg Greece Government

The indices are used for the purpose of comparing performance. Therefore, they do 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 index.

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.

To investors:

• With a long-term investment horizon of 5 years.
• With an aggressive investment profile.
• Who wish to invest in a balanced, widely diversified portfolio with domestic (Greek) orientation. 

Purchasing shares

To invest in the Alpha Greek Balanced 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.