The fund aims to achieve high long-term capital appreciation by investing mainly in growth assets. It is considered as a “High” risk fund.
To achieve its investment policy, the composition of the fund is structured as follows:
| 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% |
*It includes policy loans and receivables due in more than one year.
**Ιt includes investments such as hedge funds and private equity that cannot be classified under any of the other investment categories.
Note:
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 to meet its investment goals.
Funds Performance Scenarios
| From 28/02/2023 Το 30/01/2026 | Percentage |
|---|---|
| Total Return: | 27.91% |
| Annualized Return: | 8.79% |