GMM WORLD BALANCED FUND

The investment objective of the GMM WORLD BALANCED FUND is to achieve the highest possible return over the medium to long term through a balanced investment in a diversified portfolio of equities, bonds and deposits mainly on international capital and money markets.

For this purpose the investments of the mutual fund in shares and corporate and government bonds will exceed 10% of its net assets, but investment in each asset class (equities, bonds, deposits and money market instruments) will be less than 65% of the net assets, averaged quarterly.

The GMM WORLD BALANCED FUND has a medium to high investment risk and is primarily aimed at investors with a long-term investment horizon (over 3 years) who understand that due to the nature of the markets it invests in, the value of the assets may experience wide fluctuations.

 

Information Documents (available only in Greek language)