Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

ALPHA Aggresive Strategy Greek Equity Fund Classic

Ranked 6 out of 18 in - Greece over 12 months
All calculations are in EUR unless stated

Objective

The fund invests primarily in Greek equity stocks. The portfolio is broadly diversified. consisted mostly of large-caps and growth stocks. The fund will also take advantage of speculative opportunities, in order to achieve short-term capital gains from volatility in the markets. The criteria of stock picking are, organic earnings growth surpassing the average expected earnings growth of the shares combining the Athens General Index, good quality management and corporate governance, sector trend and attractiveness combined with sector know-how and export dynamics.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Greece over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 26.1% 3.2% 22.2% -6.3% 6.8%
2016 4.8% -8.1% -4.5% 4.7% 14.1%
2015 -11.9% -6.1% 4.2% -12.2% 2.6%
2014 -24.3% 18.3% -4.5% -14.3% -21.8%
2013 45.0% -6.9% 15.5% 18.0% 14.3%
2012 51.9% 10.1% -11.4% 20.9% 28.8%
2011 -45.1% 10.4% -15.8% -33.4% -11.4%
2010 -29.0% -6.8% -24.3% 2.7% -2.1%
2009 25.0% -3.3% 31.0% 16.5% -15.3%
2008 -57.2% -22.4% -5.7% -19.4% -27.4%
2007 21.0% 5.2% 13.6% 3.9% -2.5%
2006 33.0% 15.2% -6.2% 7.9% 14.1%
2005 37.1% 3.3% 8.7% 10.7% 10.4%
2004 15.8% 4.1% 0.6% -3.6% 14.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Greece

Fund Info

  • Launch date16/12/2003
  • Share Class size45Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management2.50%
  • Initial investment2.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).