A New Beginning with the PHOENIX HELLENIC EQUITY MUTUAL FUND
Eurocorp Investment Services S.A., responding to modern market developments and in collaboration with OPTIMA Asset Management S.A., has proceeded with the creation of a new Mutual Fund that will invest primarily in listed Greek equities.
The new product is also aimed at investors who already hold equity securities, without requiring any additional cash contribution or payment, through the contribution of shares from their existing portfolios.
Investment Management: Eurocorp Investment Services S.A.
Asset Management Company: OPTIMA Asset Management
Custodian: Piraeus Bank
Fund Category: Domestic Equity Fund
Advantages of Participating in a Mutual Fund
- Risk diversification
- Transparency / Investment monitoring
- Professional management
- Institutional protection / Investment security
- Capital availability / Liquidity
- Relatively low costs
- Favorable tax treatment
PHOENIX HELLENIC EQUITY FUND Regulation
For more information, please contact EUROCORP Investment Services S.A. at +30 210 7263500.
UCITS do not provide guaranteed returns, and past performance does not guarantee future results.
The Key Information Document and the Mutual Fund Regulation should be carefully reviewed in order to form a complete and informed opinion before making an investment decision.