Piraeus Hellenic Corporate Bond Fund

PRIMARILY INVESTS IN
  • Greek Corporate Bonds
INVESTMENT HORIZON
  • Medium-term (2 to 5 years)
CURRENCY
CATEGORY
  • Bond Fund
DISTRIBUTION
BY REGION / SECTOR
  • Greece

Features

Where it invests:

  • In credit securities issued by companies with a business presence in the Greek market



Who is it for:

Investors seeking to achieve the highest possible returns by investing in a diversified portfolio of mostly bonds issued by companies based, operating or having exposure in Greece.



What is the investment goal:

To generate both income and capital gains by investing in bonds issued by companies based, operating or having exposure in Greece, and traded in organised markets in Greece or abroad.

To achieve its investment goal, the fund follows the investment policy below: At least 65% of its assets are invested in bonds issued by companies based, operating or having exposure in Greece, and traded in organised markets in Greece or abroad. The fund may also invest in other transferable securities, money market instruments, fixed income securities, bank deposits and units or equities of UCITS. The maximum percentage of assets that can be invested in equities cannot exceed 10% of the fund’s net assets. The fund may also invest in cash assets.

MUTUAL FUNDS & UNITS IN COLLECTIVE INVESTMENT SCHEMES HAVE NO GUARANTEED RETURN & PAST RETURNS DO NOT GUARANTEE FUTURE ONES