DELOS BALANCED – DOMESTIC BALANCED FUND
Establishment
Government Gazette No. 220 B/15.03.1973
Investment Objective
The Mutual Fund’s investment objective is to achieve the highest possible returns through income and capital appreciation.
Investment Policy
To achieve its objective, the Mutual Fund primarily invests in the Greek market, in a combination of equities, government and corporate bonds, deposits and money market instruments. The Mutual Fund cannot invest more than 65% of its net assets in any category of investment products (equities, government/corporate bonds, deposits, money market instruments). The Mutual Fund invests at least 10% of its net assets in equities and at least 10% of its net assets in bonds. The Mutual Fund may invest in derivatives for hedging or efficient management purposes.
Targeted Investors
The Mutual Fund is suitable for investors who wish to invest in a highly diversified portfolio of shares, government or corporate bonds deposits and Greek money market instruments, by assuming the relevant investment risk.
The Mutual Fund’s investment risk is high.
Prices
Share Prices of the Fund in table and graph.
Returns
Returns of the Fund for the time horizon that you choose.
Factsheets M/F
Factsheets for the Fund in Adobe Acrobat (.pdf) by choosing from the following list.