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Alpha Trust New Strategy

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

Managed by

Konstantinos Adam

Konstantinos Adam is a senior fund manager at Alpha Trust based in Athens. He joined the firm in 1998 and currently deals in mixed assets, using fundamental and factor based strategies. Konstantinos graduated from the University of Piraeus and tne Athens University of Economics & Business with a degree in Economics. Outside of work he lists windsurfing and beach volleyball among his interests.

Objective

The purpose of the Fund is to provide long-term investors the opportunity to achieve gains, reducing systematically the portfolio exposure to market risk. The Fund's net assets are invested primarily in a well diversified portfolio of equities, of issuers with registered office in Greece. Investment focus is on stocks of companies of high and mid-capitalization and secondarily in small caps.

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 17.5% 1.0% 17.5% -6.0% 5.3%
2016 2.7% -8.9% -3.0% 2.0% 13.9%
2015 -19.9% -6.1% 6.3% -16.3% -4.1%
2014 -18.1% 9.4% -2.3% -9.9% -14.9%
2013 23.1% -0.4% 9.6% 8.4% 4.1%
2012 29.6% 5.2% -7.2% 15.3% 15.2%
2011 -19.1% 8.8% -5.5% -18.4% -3.7%
2010 -28.8% -4.9% -24.0% 2.4% -3.8%
2009 14.3% -2.7% 15.4% 8.0% -5.8%
2008 -46.4% -16.1% -5.3% -11.4% -23.8%
2007 -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Greece

Fund Info

  • Launch date03/09/2007
  • Share Class size28Mn
  • Base currencyEUR
  • ISIN GRF000059003

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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