The GF Hellas Invest Domestic Balanced Fund pursues active management and it aims to increase its capital over the long term.
Investment objective
GF Hellas Invest Domestic Balanced Fund invests exclusively in equities, corporate bonds and/or Greek government bonds admitted to trading or listed in regulated markets or in multilateral trading facilities operating in Greece.
It invests at least:
- 10% of its net assets in equities.
- 10% of its net assets in corporate bonds and/or in Greek government bonds.
However, investments in equities or bonds may not exceed 65% of its total net assets.
Investor profile
GF Hellas Invest Domestic Balanced Fund is intended for investors seeking gains by investing in a diversified portfolio of Greek equities and bonds and Greek corporate bonds,with growth prospects over a medium to long-term horizon.
In addition, it meets the criteria and conditions as an eligible investment for applying for the Greek Golden Visa residence permit programme as well as for the Non Dom Tax Residency Programme.
The Greek Golden Visa programme is a permanent residence permit programme through investment, which allows foreigners to get a Greek residence permit and access to the Schengen Area through investment in real estate or other assets in Greece.
