Balanced Pension Fund
The Fund aims for satisfactory long term capital appreciation by holding both growth and income investments. It is considered as a ‘’Medium’’ risk fund.
In order to meet its investment policy the Fund follows a portfolio mix falling within the ranges shown below:
| Investment Category | Percentage(%) |
|---|---|
| Income Assets: | |
| Bonds and Debentures * | 0 - 60% |
| Cash and Cash Equivalents | 0 - 30% |
| Growth Assets: | |
| Listed Shares | 30 - 50% |
| Real Estate | 0 - 10% |
| Alternative Investments | 0 - 25% |
* Ιt includes investments such as hedge funds and private equity that cannot be classified under any of the previous four investment categories.
Subject to the percentage limits appearing in the above table the Company has discretion in structuring the Fund’s investments as it thinks fit 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.
Funds Allocation
28/03/2024
Funds Performance
Please select the period which you like to see the performance of the fund
Balanced Pension Fund Return
| From 31/05/2021 Το 31/05/2024 | Percentage |
|---|---|
| Total Return: | -3.34% |
| Annualized Return: | -1.13% |
