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2.3

INVESTMENT PROFILES

INVESTMENT PROFILE DEFINES THE INVESTMENT STRATEGY

1. LOW RISK PROFILE - INCOME

 

INVESTOR

Private, Professional.

 

REPORT ON CURRENCY

Reference Currency or foreign currency with a hedge on the Reference Currency.

 

INVESTMENT PURPOSE

The sole purpose is income creation through investing in financial instruments (bonds, bond funds and exchange traded funds, money market instruments and other financial income instruments). The maximum duration of the particular financial instruments chosen is 3 years.

 

FINANCIAL INSTRUMENTS - HellasFin Target Market
(under constant evaluation)

  • Mutual Fund Bonds and ETFs

  • Individual Bonds

  • Money Market Funds

The aforementioned financial instruments are mainly invested in steady income securities with high credit ratings, issued by state entities and developed market companies, with an average maturity up to 3 years.

 

INVESTMENT TIMELINE

At least 1.5 years.

 

INVESTMENT GOALS

Income and Capital Maintenance.

 

FINANCIAL INSTRUMENTS RISK CATEGORY

up to 2.

 

RISK LEVEL

danger 2

2. MEDIUM RISK PROFILE - INCOME

 

INVESTOR

Private, Professional.

 

REPORT ON CURRENCY

Reference currency or foreign currency with a hedge on the reference currency.

 

INVESTMENT PURPOSE

The sole purpose is income creation through investing in financial instruments (bonds, bond funds and exchange traded funds, money market instruments and other financial income instruments). The maximum duration of the particular financial instruments chosen is 7 years.

 

FINANCIAL INSTRUMENTS - HellasFin Target Market
(under constant evaluation)

  • Mutual Fund Bonds and ETFs

  • Individual Bonds

  • Money Market Funds

The aforementioned financial instruments are mainly invested in steady income securities with high credit ratings, issued by state entities and companies from developed and emerging markets, with an average maturity up to 7 years.

 

INVESTMENT TIMELINE

At least 3 years.

 

INVESTMENT GOALS

Income.

 

FINANCIAL INSTRUMENTS RISK CATEGORY

up to 4

 

RISK LEVEL

danger 4

3. MEDIUM RISK PROFILE - INCOME AND CAPITAL GROWTH

 

INVESTOR

Private, Professional.

 

INVESTMENT GOALS

Income & Capital Growth.

 

INVESTMENT PURPOSE

The purpose here is income creation through investing in financial instruments (bonds, bond funds and exchange traded funds, money market instruments and other financial income instruments) and also achieving capital growth through investing in financial instruments such as equity funds, mixed funds and ETFs.

The maximum duration of the financial instruments is 7 years.
 

FINANCIAL INSTRUMENTS - HellasFin Target Market
(under constant evaluation)

  • Mutual Fund Bonds and ETFs

  • Individual Bonds

  • Money Market Funds

The aforementioned financial instruments are mainly invested in steady income securities with high credit ratings, issued by state entities and companies in developed and emerging markets, with an average maturity up to 7 years.

 

REPORT ON CURRENCY

Reference currency or foreign currency with a hedge on the reference currency.

 

INVESTMENT TIMELINE

At least 5 years.

 

FINANCIAL INSTRUMENTS RISK CATEGORY

up to 5.

 

RISK LEVEL

danger 5

4. HIGH RISK PROFILE - INCOME

 

INVESTOR

Private, Professional.

 

INVESTMENT GOALS

Income.

 

INVESTMENT PURPOSE

The sole purpose is income creation and capital growth through investing in financial instruments (bonds, bond funds and exchange traded funds, money market instruments and other financial income instruments). There is no maximum duration for the selected income financial instruments.

 

FINANCIAL INSTRUMENTS - HellasFin Target Market
(under constant evaluation)

  • Mutual Fund Bonds and ETFs

  • Individual Bonds

  • Money Market Funds

The aforementioned financial instruments are mainly invested in steady income securities issued by state entities and companies in developed, emerging and underdeveloped markets, without a maturity restriction for the securities.

 

REPORT ON CURRENCY

Reference Currency and other currencies.

 

INVESTMENT TIMELINE

At least 7 years.

 

FINANCIAL INSTRUMENTS RISK CATEGORY

up to 7.

 

RISK LEVEL

danger 7

5. HIGH RISK PROFILE - INCOME AND CAPITAL GROWTH

 

INVESTOR

Private, Professional.

 

INVESTMENT GOALS

Income & Capital Growth.

 

INVESTMENT PURPOSE

The purpose is income creation through investing in financial instruments (bonds, bond funds and exchange traded funds, money market instruments and other financial income instruments) and also achieving capital growth through investing in financial instruments such as stocks, equity funds, mixed funds and ETFs. There is no maximum duration for the income financial instruments.

 

FINANCIAL INSTRUMENTS - HellasFin Target Market
(under constant evaluation)

  • Mutual Fund Bonds and ETFs

  • Individual Bonds

  • Money Market Funds

  • Mixed Funds and ETFs

The aforementioned financial instruments are mainly invested in steady income securities issued by state entities and companies in developed, emerging and underdeveloped markets, without maturity restriction for the securities and stocks.

 

REPORT ON CURRENCY

Reference Currency and other currencies.

 

INVESTMENT TIMELINE

At least 7 years.

 

FINANCIAL INSTRUMENTS RISK CATEGORY

up to 7.

 

RISK LEVEL

danger 7

6. HIGH RISK PROFILE - CAPITAL GROWTH

 

INVESTOR

Private, Professional.

 

INVESTMENT GOALS

Capital Growth.

 

INVESTMENT PURPOSE

The sole purpose here is capital growth through investing in financial instruments such as stocks, bond funds and ETFs, and money market instruments.

 

FINANCIAL INSTRUMENTS - HellasFin Target Market
(under constant evaluation)

  • Mutual Fund Bonds and ETFs

  • Money Market Funds

  • Individual Stocks

The aforementioned financial instruments are mainly invested in stocks in developed, emerging and underdeveloped markets.

 

REPORT ON CURRENCY

Reference Currency and other currencies.

 

INVESTMENT TIMELINE

At least 7 years.

 

FINANCIAL INSTRUMENTS RISK CATEGORY

up to 7.

 

RISK LEVEL

danger 7