UniPension

Save up for the years to come and supplement your retirement

Security Fund
Investment Philosophy

The Fund aims to preserve capital and achieve better returns over euro deposits in the long run by investing mainly in income assets. It is considered as a “Low” 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* 30-70%
Cash and cash equivalents 0-30%
   
Growth Assets:  
Listed Shares  0-30%
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