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ΕΠΕΝΔΥΤΙΚΟ ΠΡΟΦΙΛ: Συντηρητικό
Επιθυμείτε διατήρηση του κεφαλαίου σας αλλά και δημιουργία εισοδήματος γι΄ αυτό κι είστε διατεθειμένος να δεχτείτε ένα χαμηλό επίπεδο κινδύνου προκειμένου να βελτιώσετε την προσδοκώμενη απόδοση των επενδύσεων σας.

Σύνθεση και Αποδόσεις Ενδεικτικού Χαρτοφυλακίου

 
  5% Ρευστότητα
  25% Μετοχές
  70% Ομόλογα
 

Απόδοση (%) ενδεικτικού χαρτοφυλακίου*
  Σωρευτική Μέση ετήσια
15ετίας (31/12/03-31/12/18) 77,44% 3,90%
10ετίας (31/12/08-31/12/18) 56,97% 3,05%
5ετίας (31/12/13-31/12/18) 15,73% 0,98%

*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 συντηρητικού 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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