Institution For Occupational Retirement Provision Of The Ministry Of Finance Balanced Fund Of Funds
Level of Risk:
To benefit shareholders from achieving returns from capital appreciation and income. In order to achieve its objective, the fund’s assets are invested in a portfolio of UCITS or UCITS ETFs or other funds that comply with article 59 paragraph e) of Law 4099 / 2012. The abovementioned investments compose at least 65% of the fund’s net total assets.
The fund invests at least 10% of its net assets in a diversified portfolio of equity UCITS or equity UCITS ETFs and at least 10% of its net assets in a diversified portfolio of bond UCTIS or bond UCITS ETFs. The fund assets may also be invested in other funds that comply with article 59 paragraph e) of Law 4099 / 2012. The abovementioned investments compose at least 65% of the fund’s total assets. The fund might use derivatives to hedge market risk. The fund is actively managed and its capital and income returns are reinvested.
Investors with medium term horizon with no holding period restrictions. The minimum recommended holding period is 3 years. The fund is primarily targeted to the Occupational Insurance Fund of the Ministry of Finance
We are disciplined long-term investors
For any clarifications regarding the mutual funds managed by European Reliance Asset Management please contact us.