Income Fund
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.
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% |
Note: Universal Income Fund was previously known as Universal Security Fund and it has been renamed as of 01/07/2023.
* 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 to meet its investment goals.
Funds Performance Scenarios
Funds Allocation
28/03/2024
Funds Performance
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Income Fund Return
| From 31/05/2021 Το 31/05/2024 | Percentage |
|---|---|
| Total Return: | -6.64% |
| Annualized Return: | -2.26% |
