DELOS GREEK GROWTH- Bond Fund
Establishment
H.C.M.C. Rule:215/03.07.2014
Investment Objective
The Mutual Funds investment objective is to achieve attractive long-term returns compared to other fixed income investments.
Investment Policy
To achieve its objective, the Mutual Fund primarily invests in a) bonds undertakings having their registered offices in Greece or/and b) bonds of companies that have activity or/and exposure to the Greek market, including bonds issued by subsidiaries of companies with their registered offices in Greece, or/and c) Greek government bonds or/and bonds of other Greek issuers. Secondarily, the Mutual Fund may invest in money market instruments, deposits, other bonds and transferable securities, in shares up to 10% of its assets, units of UCITS, as well in derivatives. The bond issues may be either short or long term and may be traded in Greece or/and on foreign regulated markets. Mutual Funds portfolio corporate bonds have been issued by companies of various economic sectors. Indicative sectors listed: Financial Services, Food and Beverages, Utilities, Telecommunications. Based on its specific investment policy, the Mutual Fund’s investment risk is estimated to be medium to high.
Targeted Investors
The Mutual Fund is suitable for investors who wish to invest in a diversified portfolio of selected bonds and money market instruments, expecting higher returns in relation to other fixed income investments, by assuming the relevant investment risk.
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.