Income Pension Fund
The Fund aims for moderate long term capital appreciation by holding primarily income investments. It is considered as a ‘’Low’’ 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 | 30 - 100% |
| Cash and Cash Equivalents | 0 - 30% |
| Growth Assets: | |
| Listed Shares | 0 - 30% |
| 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.
Funds Allocation
28/03/2024
Funds Performance
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Income Pension Fund Return
| From 31/05/2021 Το 31/05/2024 | Percentage |
|---|---|
| Total Return: | -7.59% |
| Annualized Return: | -2.60% |
