Save up for the years to come and supplement your retirement
The Fund aims to achieve high long term capital appreciation by investing mainly in growth assets. It is considered as a “High” risk Fund.
In order to achieve its investment policy the Fund aims at the following portfolio mix:
Investment Category | Percentage(%) |
---|---|
Income Assets: | |
Bonds and Debentures* | 0-40% |
Cash and cash equivalents | 0-30% |
Growth Assets: | |
Listed Shares | 40-80% |
Real Estate | 0-20% |
Alternative Investments** | 0-25% |
* * Ιt includes investments such as hedge funds and private equity that cannot be classified under any of the other investment categories.
Subject to the percentage limits mentioned in the above table, the Company reserves the right to structure the allocation of the Fund as it thinks fit in order to meet its investment goals. The Company also reserves the right to reduce the investment in listed shares below the minimum percentage if it foresees severe and/or persistent instability in capital markets.
Internal Investment Funds Informative Notes- Regular Premium
Internal Investment Funds Informative Notes- Single Premium
Annual Fund Performance Review
Funds Performance Scenarios