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.
