DELOS PET OTE (l.u.C.T.S.) – BALANCED FUND
Establishment
H.C.M.C. Rule. 3/261/26.7.2001, Government Gazette No. 1199 B/17.09.2001
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 invests in a combination of equities, government and corporate bonds, money market instruments, deposits as well as in financial derivatives for hedging or efficient management purpose. The Mutual Fund cannot invest over 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, within the framework as specified in Articles 4 and 5 of the Regulation may invest in units of Undertakings for Collective Investment in Transferable Securities (UCITS) or units of other Undertakings for Collective Investment (UCI).
Targeted Investors
The Mutual Fund is suitable for investors who wish to invest in a balanced, highly diversified portfolio of bonds, equities, money market instruments deposits and derivatives, by assuming the relevant investment risk.
The Mutual Fund’s investment risk is medium to high, considering its investment policy to achieve its objective.
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.