Where it invests:
Its assets are mostly invested in equity shares that are listed in the Athens Stock Exchange and are included in the ATHEX ESG Index focusing on mid-cap and small-cap companies and secondarily on large-cap companies.
Who is it for:
The Mutual Fund is suitable for investors with a long-term investment horizon, who seek to link their investment with the course, results and dynamics of the Athens Stock Exchange companies while promoting the Principles of Responsible Investments.
What is the investment goal:
To increase the value of its investments, by placing its assets in a wide range of equity by selected Greek companies which are listed on the Athens Stock Exchange (ATHEX), mainly characterised by their innovation, dynamics and growth during the selection of which, among other things, is taken into account and evaluated the degree of compliance and adoption of the Environmental, Social and Corporate Governance Principles - Environmental, Social, and Governance (ESG), promoting in that way Responsible Investments.
Which factors affect returns:
Fluctuations of share prices on ATHEX.
The net asset value of the Mutual Fund may display high volatility due to the composition of its portfolio or the applied management techniques.
Categorization as per SFDR | Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector.
Pursuant to Article 8 (1) and (2) of the SFDR this Mutual Fund promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies or issuers in which the investments are made follow good governance practices.
For further information, please visit www.piraeusaedak.gr.
