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ΕΠΕΝΔΥΤΙΚΟ ΠΡΟΦΙΛ: Υπερσυντηρητικό
Επιθυμείτε άμεση ρευστότητα, πολύ χαμηλό επενδυτικό κίνδυνο και προστασία του κεφαλαίου σας από αρνητικές διακυμάνσεις. Προσδοκώμενες αποδόσεις λίγο πάνω από τα επίπεδα των καταθετικών προϊόντων καλύπτουν τους επενδυτικούς σας στόχους.

Σύνθεση και Αποδόσεις Ενδεικτικού Χαρτοφυλακίου

 
  25% Ρευστότητα
  5% Μετοχές
  70% Ομόλογα
 
Απόδοση (%) ενδεικτικού χαρτοφυλακίου*
  Σωρευτική Μέση ετήσια
15ετίας(31/12/03-31/12/18) 63,65% 3,34%
10ετίας(31/12/08-31/12/18) 38,16% 2,18%
5ετίας (31/12/13-31/12/18) 12,34% 0,78%

*Η απόδοση υπολογίστηκε με ετήσια προσαρμογή του χαρτοφυλακίου ώστε να μη μεταβάλλεται η αρχική κατανομή. Για τον υπολογισμό των αποδόσεων χρησιμοποιήθηκαν οι δείκτες: Barclays Benchmark Overnight EUR Cash Index, Bloomberg Barclays EuroAgg TR Index, S&P Global 100 Index.

                                                                                                                                                                                   

Ενδεικτικά χαρτοφυλάκια υπερσυντηρητικού προφίλ με Alpha Αμοιβαία Κεφάλαια.
25% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
50% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
5% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
45% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
25% ALPHA EURO (€) CORPORATE BOND FUND Classic
5% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
30% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
15% ALPHA EURO (€) CORPORATE BOND FUND Classic
5% ALPHA INCOME PLUS BOND FUND Classic
20% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
50% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
20% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
5% ALPHA COSMOS STARS USA EQUITY FUND OF FUNDS Classic
35% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
10% ALPHA COSMOS STARS USA EQUITY FUND OF FUNDS Classic
15% ALPHA COSMOS STARS USA EQUITY FUND OF FUNDS Classic
20% ALPHA EURO (€) CORPORATE BOND FUND Classic
5% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
5% ALPHA COSMOS STARS SILK ROUTE ASIA EQUITY FUND OF FUNDS Classic
5% ALPHA COSMOS STARS SILK ROUTE ASIA EQUITY FUND OF FUNDS Classic
5% ALPHA BLUE CHIPS GREEK EQUITY FUND Classic
25% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
45% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
25% ALPHA EURO (€) CORPORATE BOND FUND Classic
5% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
15% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
40% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
5% ALPHA INCOME PLUS BOND FUND Classic
25% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
15% ALPHA EURO (€) CORPORATE BOND FUND Classic
30% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
5% ALPHA INCOME PLUS BOND FUND Classic
40% ALPHA GLOBAL ALLOCATION BALANCED FUND Classic
30% ALPHA EURO (€) CORPORATE BOND FUND Classic
10% ALPHA GLOBAL BLUE CHIPS EQUITY FUND Classic
5% ALPHA COSMOS STARS SILK ROUTE ASIA EQUITY FUND OF FUNDS Classic
40% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
10% ALPHA COSMOS STARS SILK ROUTE ASIA EQUITY FUND OF FUNDS Classic
5% ALPHA COSMOS STARS USA EQUITY FUND OF FUNDS Classic
5% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
5% ALPHA GLOBAL EMERGING MARKETS BOND FUND Classic
15% ALPHA GLOBAL BLUE CHIPS EQUITY FUND Classic
25% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
5% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
40% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
20% ALPHA EURO (€) CORPORATE BOND FUND Classic
5% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
20% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
5% ALPHA INCOME PLUS BOND FUND Classic
15% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
25% ALPHA GLOBAL BLUE CHIPS EQUITY FUND Classic
30% ALPHA GLOBAL ALLOCATION BALANCED FUND Classic
5% ALPHA COSMOS STARS SILK ROUTE ASIA EQUITY FUND OF FUNDS Classic
50% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
35% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
5% ALPHA EURO (€) CORPORATE BOND FUND Classic
20% ALPHA EURO (€) CORPORATE BOND FUND Classic
5% ALPHA GLOBAL BLUE CHIPS EQUITY FUND Classic
15% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
20% ALPHA GLOBAL ALLOCATION BALANCED FUND Classic
10% ALPHA EURO (€) CORPORATE BOND FUND Classic
30% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
5% ALPHA COSMOS STARS SILK ROUTE ASIA EQUITY FUND OF FUNDS Classic
10% ALPHA AGGRESSIVE STRATEGY GREEK EQUITY FUND Classic
5% ALPHA INCOME PLUS BOND FUND Classic
40% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
5% ALPHA INCOME PLUS BOND FUND Classic
15% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
5% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
15% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
5% ALPHA EURO (€) CORPORATE BOND FUND Classic
15% ALPHA MONEY MARKET STANDARD VARIABLE NAV Fund Classic
40% ALPHA EUROPEAN GOVERNMENT BOND FUND Classic
15% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
25% ALPHA EURO (€) CORPORATE BOND FUND Classic
10% ALPHA INCOME PLUS BOND FUND Classic
10% ALPHA GLOBAL ALLOCATION BALANCED FUND Classic
15% ALPHA GLOBAL ALLOCATION BALANCED FUND Classic
25% ALPHA EURO (€) CORPORATE BOND FUND Classic
10% ALPHA EURO (€) CORPORATE BOND FUND Classic
30% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
5% ALPHA COSMOS STARS SILK ROUTE ASIA EQUITY FUND OF FUNDS Classic
25% ALPHA GLOBAL ALLOCATION BALANCED FUND Classic
10% ALPHA GREEK BOND FUND Classic
45% ALPHA COSMOS STARS EUROPE EQUITY FUND OF FUNDS Classic
15% ALPHA COSMOS STARS USA EQUITY FUND OF FUNDS Classic
5% ALPHA COSMOS STARS SILK ROUTE ASIA EQUITY FUND OF FUNDS Classic
10% ALPHA BLUE CHIPS GREEK EQUITY FUND Classic

Calculate historical returns on sample portfolios


Amount: Date Range From:   To:  
UCITS DO NOT HAVE A GUARANTEED RETURN AND PREVIOUS PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
WHERE THERE ARE DISCREPANCIES BETWEEN THE GREEK AND ENGLISH TEXT THE GREEK TEXT SHALL TAKE PRECEDENCE
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