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

Piraeus Institutional Portfolio Domestic Equity

Ranked 5 out of 18 in - Greece over 12 months
All calculations are in EUR unless stated

Objective

The purpose of the Fund is to provide the unit holder with the opportunity to achieve capital gains from equity and dividend yields in the long term by investing in a portfolio of shares of companies listed on the Athens Stock Exchange, mainly of high and medium capitalization. The Fund is actively managed. It invests at least 65% of its assets in equities of the Greek Stock Exchange.

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 23.8% 2.4% 23.2% -7.2% 5.8%
2016 2.8% -8.7% -3.7% 2.2% 14.4%
2015 -22.1% -6.5% 3.5% -14.8% -5.5%
2014 -22.9% 13.4% -4.4% -12.6% -18.6%
2013 27.4% -3.9% 8.0% 11.3% 10.2%
2012 31.9% -3.9% -12.8% 18.5% 32.9%
2011 -54.2% 4.7% -14.3% -30.8% -26.2%
2010 -26.2% -4.0% -22.1% 5.3% -6.3%
2009 8.2% -1.3% 10.6% 10.0% -9.9%
2008 -27.2% -6.5% -3.6% -7.7% -12.5%
2007 3.8% 4.9% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Greece

Fund Info

  • Launch date16/01/2007
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN GRF000109006

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).