Piraeus Equity Fund of Funds

PRIMARILY INVESTS IN
  • Greek and global equity funds
INVESTMENT HORIZON
  • Long-term
    (over 5 years)
CURRENCY
CATEGORY
  • Fund of Funds
DISTRIBUTION
BY REGION / SECTOR
  • Global

Features

What is the investment goal:

The fund’s investment goal is to achieve the highest possible returns by assuming high investment risk, by making investments in other mutual funds or collective investment undertakings in the Greek market and abroad. To achieve its investment goal, the fund follows the investment policy below: At least 65% of its assets are invested in the units of equity funds or other UCITS with an equity focus referred to in Article 21(1)(e) of Law 3283/2004. The Fund may also invest in units of other mutual funds or other collective investment undertakings (that focus on other categories apart from equities) and in deposits and money market instruments.


Who is it for:

The fund is aimed at investors looking for high returns in the form of capital gains by investing in a diversified portfolio of UCITS units. Assets are selected and the asset line-up determined by evaluating various factors that include the organisational competence and investment procedures of the management company, the fund managers’ experience and the historical returns generated, the consistency between the fund’s yield and the benchmark, the risk the fund assumes, various risk-adjusted performance indicators, tracking error, management fees and fund expenses, and so on. This is done to achieve the highest possible return in conjunction with the risk assumed.

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