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Alpha Trust Strategic Bond

Ranked 33 out of 135 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Dimitris Dalipis

Dimitris Dalipis has worked at Alpha Trust since 2002 where he is currently head of fixed income. He is responsible for the design and implementation of fixed income strategies for Alpha Trust’s mutual funds and pension fund mandates. Dimitris graduated from Athens University of Economics and Business with a BA in International Economics and holds postgraduate degrees from the University of Warwick (MSc in Economics) and the University of Southampton (MSc in International Banking and Finance). He is a CFA charterholder.

Objective

The objective of the Fund is to provide long-term investors the opportunity to achieve capital gains and income by investing in a diversified portfolio of debt securities. The assets of the fund are invested in various fixed income markets through flexible and active allocation of assets. It invests at least 65% in a diversified portfolio of corporate, government and supranational bonds in euros, regardless of credit rating.

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

Performance

Europe over : 31/12/2016 - 31/12/2017
  • Rank 33/135 Total Return
  • Rank 67/135 Standard Deviation
  • Rank 60/135 Max Drawdown
Fund Name Currency Return
31 Finreon Fixed Income Risk Control® A EUR

2.6%

32 Planetarium Fund Eurocurrencies Bonds A EUR

2.6%

33 Alpha Trust Strategic Bond EUR

2.6%

34 Cadeisda EUR

2.5%

35 BFT Credit Opportunites Plus - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% 0.1% 1.0% -0.1% 1.5%
2016 4.3% -0.5% 2.1% 1.5% 1.2%
2015 2.0% 3.9% -6.4% 3.1% 1.7%
2014 4.4% 2.3% 1.9% 0.6% -0.4%
2013 5.7% 1.3% -0.2% 2.3% 2.2%
2012 21.0% 9.0% 0.0% 4.8% 6.0%
2011 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Greece

Fund Info

  • Launch date11/07/2011
  • Share Class size14Mn
  • Base currencyEUR
  • ISIN GRF000063005

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).