The fund leverages on the potential of quality Greek businesses that, despite the adversities of the Greek economy in recent years, have managed to meet the challenges and strengthen their profits.
The performance of the 3K Greek Value Equity Domestic Fund justified 3K Investment Partners' trust in these Greek companies and rewarded those who believed and invested in it.
EUR | 1y | 2y | 3y | 4y | 5y | 7y |
---|---|---|---|---|---|---|
Mutual Fund | 19,85% | 72,86% | 64,96% | 122,86% | 88,82% | 154,52% |
Fund's Benchmark | 25,27% | 96,64% | 85,18% | 161,14% | 93,64% | 134,60% |
The performance figures of the Fund refer to the retail share class (Class E) *Benchmark Index: 100% Total Return General Index of the Athens Stock Exchange
UCITS DO NOT HAVE GUARANTEED PERFORMANCE AND PAST RETURNS DO NOT ENSURE FUTURE ONES
Τhe Summary Risk Indicator (SRI) is based on the assumption that you will keep the product for 5 years. The real risk may vary significantly if you liquidate earlier. The summary risk indicator is a guide to the level of the risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the markets or because we are not able to pay you.
We have classified this product as 4 out of 7, which is the medium risk category because it invests primarily in stocks, which can fluctuate significantly. This rates the potential losses from future performance at "medium" and poor market conditions "could" have an impact on our ability to pay you. This product does not include protection against future market performance, so you ould lose some or all of your investment. Risks that may be materially related to the product and which are not included in the summary risk index are the following: Counterparty Risk the risk that the settlement of transactions will not be fulfilled smoothly such as non-payment of money or valid delivery of securities by the counterparty. Operational Risk the risk related to potential malfunctions of the company's processes and systems. Country Risk which arises from its investment in a country.Liquidity Risk: Due to liquidity risk, unitholders in the event of a redemption: a) may receive less than the value they have in mind when they take the decision to liquidate the units (due to the decrease in the unit price that may occur in the meantime ) b) they may not be able to redeem the units at the time they wish. Also under extreme liquidity conditions the net price per unit may decrease significantly.
License: Decision 240/13.05.2015 of the Head of the Agency Directorate of the E.K.
Management Company: 3K Investment Partners AEDAK
Custodian: Piraeus Bank S.A.
The prospectus and Key Investor Information document are available on our website at the following links:
Become a partner in Greek businesses with resilience, vision and good prospects through the 3K Greek Value Domestic Equity. In addition exploit the advantages of mutual funds such as:
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