ALPHA MULTI-ASSET PROTECT 85 STRUCTURED FUND

ISIN
GRF000350006
Currency
Euro

Fund Facts

NAV (30.11.2022)
€9.3105
Total assets (30.11.2022)
€70,055,303.24
YTD return
-8.31%
Inception date
15.07.2021

Risk Profile

Lower risk
Higher risk
Lower expected return
Higher expected return

Return

What it invests in

Portfolio mix

The Alpha Multi-Asset Protect 85 Structured Fund offers exposure to an international balanced portfolio. It has entered an OTC derivatives contract, so that:

  • The fund participates in the returns of an international balanced portfolio (Investment Portfolio). The Investment Portfolio is adjusted through active management and does not track the benchmark.
  • It permanently protects capital equal to 85% of the highest NAV achieved since its inception.

Investment objective

Achieving capital appreciation and income generation over the long run. Also, permanently offering capital protection up to 85% of the highest NAV achieved since inception.
 

Who it is intended for

To investors:

  •  With a mid- to long-term investment horizon, 4 years minimum.

  •  With a moderate investment profile.

  •  Who wish to achieve capital gains and income over a medium- to long-term investment horizon, and also enjoy permanent capital protection equal to 85% of the highest NAV achieved.
     

How to invest

Purchasing shares

To invest in the Alpha Multi-Asset Protect 85 Structured Fund, 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