Apolis Hellenic

To achieve higher returns than the FTSE/ASE Large Cap index at a lower level of volatility.
Recommended holding period: 5 years.

Equity exposure depends on the relative dynamics developing between different sectors on a medium-term horizon. We apply index, sector and intermarket arbitrage. We decide on selective short-term investments with the use of strict stop-loss limits.

Greek stocks, Greek government bonds and T-bills, bonds of Greek companies issued in Greece and abroad, index derivatives (both futures and options) and stock futures listed in the Athens Stock Exchange.

Target ex-ante volatility levels below these of the FTSE/ASE Large Cap index.
Leverage is limited by the volatility target of the fund and its use is restricted to arbitrage and spread trading.
Selectively, we apply risk hedging strategies through short positions in stocks and index futures.

Key Information Document for Apolis Hellenic [EL] [EN]