When investing, it is very important to have a clear picture of the risk you are willing to take, rewarding a hypothetically high return.
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
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
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 and ETFs, mixed funds.
The maximum duration of the financial instruments is 7 years.
FINANCIAL INSTRUMENTS - HellasFin Target Market
(under constant evaluation)
-
Individual Bonds
-
Mutual Fund Bonds and ETFs
-
Mixed Funds
-
Equity Mutual Fund and ETFs
-
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
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
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
-
Equity Mutual Fund 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
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, equity funds and ETFs and money market instruments.
FINANCIAL INSTRUMENTS - HellasFin Target Market
(under constant evaluation)
-
Bonds Mutual Fund and ETFs
-
Money Market Funds
-
Equity Mutual Fund and ETFs
-
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
