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Growth Fund
Investment Philosophy

The Fund aims to achieve long term capital appreciation by investing in both growth and income assets. It is considered as a “Medium” 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* 0-60%
Cash and cash equivalents 0-30%
Growth Assets:  
Listed Shares  30-60%
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.

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