Piraeus European Balanced Fund

PRIMARILY INVESTS IN
  • European capital markets
INVESTMENT HORIZON
  • Medium-term
    (2 to 5 years)
CURRENCY
CATEGORY
  • Balanced Funds
DISTRIBUTION
BY REGION / SECTOR
  • Europe

Features

Where it invests:

The mutual fund primarily invests in European capital markets. It invests between 10% and 65% of its assets in selected equities of companies listed on European stock exchanges, in treasury and corporate bonds/debentures and in money market products. The fund may also invest in Greek Treasury Bonds or Greek Treasury Interest-Bearing Notes and it may hold cash assets.


Who is it for:

Investors with a medium-long term investment horizon looking for a relatively high return by investing in both the capital and money market in Greece and in Europe.



What is the investment goal:

To achieve the highest possible returns by investing in various transferable securities in the European capital and money market, both in the form of capital gains (equities and bonds price increase) and income (interest on bonds and deposits and dividends).



Which factors affect returns:

  • Shifts in share prices in Euro Area exchanges
  • Bond prices
  • Shifts in interest rates in the interbank market

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