Piraeus Domestic Balanced Fund

PRIMARILY INVESTS IN
  • Equities, bonds and money market instruments
INVESTMENT HORIZON
  • Medium-term (2 to 5 years)
CURRENCY
CATEGORY
  • Balanced Funds
DISTRIBUTION
BY REGION / SECTOR
  • Greece

Features

Where it invests:

Mainly in shares on the Greek stock exchange (up to 65% of its assets) and the remainder in fixed income securities and in domestic money market instruments and derivatives.


Who is it for:

Medium- to long-term risk averse investors with an investment horizon of 2 to 5 years, who are interested to exploit the investment opportunities of ATHEX shares, but only willing to assume average investment risk.


What is the investment goal:

To achieve high returns with the equivalent levels of risk.


Which factors affect returns:

  • Fluctuations of share prices on ATHEX.
  • Bond prices fluctuations affected by market interest rate volatility.
  • Market interest rate fluctuations of interbank rates.

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