BALANCED

Euroinvest Domestic Balanced Fund

Valuation Currency:

EUR

Geographical Area:

Greece

Level of Risk:

High

NAV:

3.4508 (05/16/2022)

Investment Objective

Achieving efficiency derived from capital gains, dividends and income (coupons) with the assumption of low investment risk. The investment objective is achieved through active management of the assets of the fund.

Investment Strategy

It invests in a diversified portfolio consisting of Greek bonds and selected stocks of companies that have their registered offices in Greece. The fund has a medium investment risk and its performance is compared by 50% with that of the General Index of the Athens Stock Exchange and 50% with the index ο Bloomberg Barclays Series-E Greece Govt All > 1 Yr Bond Index.

Refers To

Investors with a medium-term horizon (3-5 years) who wish to be placed in a flexible, wide-dispersion portfolio of Greek securities, expecting good performance and assuming the lowest possible risk of capital loss.

Prizes Awards

1st PLACE

Fund Managers Awards 2019

For 3 Years performance 2017-2019

Prizes Awards

1st PLACE

Fund Managers Awards 2017

For 1 Year performance 2017

Prizes Awards

1st PLACE

Fund Managers Awards 2018

For 3 Years performance 2016-2018

Prizes Awards

1st PLACE

Fund Managers Awards 2017

For 5 Years performance 2013-2017

Contact us

We are disciplined long-term investors

For any clarifications regarding the mutual funds managed by European Reliance Asset Management please contact us.

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