Apolis Hellenic

Reduced volatility exposure to the Greek market

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

Investment methodology: The exposure to stocks depends on the relative dynamics developing between different sectors. Index, sector and intermarket arbitrage. Medium-term investment positions. Market timing with the use of leverage. Speculative investments with the use of strict stop-loss limits.

Investment universe: Greek stocks, Greek Government Bonds and T-bills, bonds of Greek companies issued in Greece and abroad as well as index derivatives (both futures and options). Stock futures listed in the Athens Stock Exchange.

Risk management: We target ex-ante volatility levels below that of the FTSE-25. Leverage is limited by the volatility target and its use is restricted to arbitrage and spread trading. Selective risk hedging is applied through short positions and index futures.

Key Information Document for Apolis Hellenic

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The Apolis funds share fundamental principles and characteristics.

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Apolis Global Macro 1

Seeking absolute returns by investing in non-correlated assets.