Piraeus US Equity Fund

PRIMARILY INVESTS IN
  • Equities of high cap US companies
INVESTMENT HORIZON
  • Long-term (over 5 years)
CURRENCY
CATEGORY
  • Equity Funds
DISTRIBUTION
BY REGION / SECTOR
  • America

Features

Where it invests:

The mutual fund mainly invests in high cap equities of US companies on the Dow Jones Industrial Average index, and to a lesser extent in the equities of global companies that comprise the S&P 500 index. It can also invest no more than 5% of the fund’s assets in the equities of newly-listed companies. A small percentage of the portfolio can also be invested in treasury and/or corporate bonds/debentures both short- and medium- to long-term.



Who is it for:

Long-term, aggressive investors (with an investment horizon over 5 years) knowledgeable about and experienced in investments on the US stock market, who want to tie their investment into how shares perform on the DJ and S&P 500 indexes.



What is the investment goal:

To maximise returns over the long-term by assuming high investment risk.



Which factors affect returns:

  • Changes in share prices on the S&P 500 index
  • Shifts in interest rates on the interbank market
  • The €/$ exchange rate

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