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Piraeus Regular Income Strategy 2027 Domestic Bond Fund

Key Facts

Currency
Inception Date 8/11/2022
Benchmark
Assets Under Management €189,636,306.95
Net Asset Value €10.9463
ISIN GRF000395001
Management Fee 0.75%
Management Company Piraeus Asset Management MFMC
Depositary Piraeus Bank
Reference Date 2/12/2024
Reference Date

This is a marketing communication. Please refer to the Forms of the Fund before making any final investment decisions.
31.10.2024

Investment Objective

The investment objective of the Fund is to increase the value of its investments, providing mainly return of income as well as capital growth, by investing its assets mainly in a diversified portfolio of debt securities in euros. Investment in equity shares is not allowed. The Fund may also hold liquid assets.

The fund will be fully liquidated by 02.12.2027. Therefore, during the beginning of the Fund's investments, the average portfolio duration will approach 5 years.

The Mutual Fund is suitable for investors with a medium-term investment horizon, who seek to maintain their investment throughout the duration of the Fund and seek income and capital gains through investments in a diversified portfolio of mainly Greek debt securities.

The period of accumulation of the assets of the Fund will end on 02/12/2022. From this date onwards, the Fund will not accept new subscriptions

Asset Allocation

Synthetic Risk Indicator
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Lower Risk

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Price Evolution
1 year

Price Evolution
5 years

Price Evolution

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Investment Amount Evolution €10.000
1 year

Investment Amount Evolution €10.000
5 years

Investment Amount Evolution €10.000

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