Eurobank Asset Management M.F.M.C., market leader in terms of assets under management, retained, for the 16th year in 2023, its leading position in the market of Mutual Funds and institutional portfolios, with assets under management worth of €5.38 billion.
With a market share of 26,47% and assets €4.18 billion in Mutual Funds*, Eurobank Asset Management M.F.M.C. met investors’ expectations in 2023 achieving remarkable returns for yet another year. At the same time, capitalizing on the domestic and global market conditions, it was the first to introduce new innovative products in the Greek Mutual Fund market, with a typical example being the Target Maturity Bond Funds, that exploited the upward trend in interest rates, offering investors a predetermined holding period of their investment, estimated return at maturity and dividend distribution.
The consistency, experience, and expertise of Eurobank Asset Management M.F.M.C., which has a long-standing presence in the markets of Cyprus and Luxembourg, was reflected in the significant increase of funds under management by €1.20 billion in 2023 as well as in the remarkable returns achieved by Mutual Funds (under management or investment management by Eurobank Asset Management M.F.M.C.) in the categories mentioned below:
| Category | Mutual Fund | Return 2023 |
|
Funds of Funds Equity |
Eurobank I (LF) FoF Equity Blend | 12.46% |
| Funds of Funds Balanced | Eurobank I (LF) FoF Life Cycle 2047 | 14.01% |
| Eurobank I (LF) FoF Life Cycle 2032 | 10.97% | |
| Equity Funds – Developed Markets | Eurobank I (LF) Global Equities | 12.85% |
| Equity Funds - Greece | Eurobank I (LF) Greek Equities | 43.45% |
| Bond Funds - Global | Eurobank I (LF) High Yield A List | 10.37% |
| Bond Funds - Greece | Eurobank I (LF) Greek Government Bond Fund | 13.92% |
| Eurobank I GF Greek Bond Fund | 11.72% | |
| Eurobank I (LF) Greek Corporate Bond Fund | 10.46% | |
| Eurobank I (LF) Income Plus € | 7.01% | |
| Balanced Funds | Interamerican Ι Balanced | 24.70% |
| Eurobank (LF) Flexi Allocation Greece |
22.42% |
*Data according to Hellenic Fund and Asset Management Association, 31.12.2023.
MUTUAL FUNDS DO NOT HAVE A GUARANTEED RETURN AND PREVIOUS PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.
This is a marketing announcement. Please refer to the UCITS prospectus and key investor information document before making any final investment decision.
The documents of each UCITS are available in Greek at Eurobank branches, as well as on www. Eurobank. gr/ website and www. eurobankam.gr.
Eurobank Asset Management M.F.M.C., Registration Nr 2292401000, is supervised by the Hellenic Capital Market Commission.