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GF Hellas Invest Domestic Balanced Fund

A Greek mutual fund investing in Greek equities, corporate bonds, and government bonds. Eligible for the Greek Golden Visa. Pursues active management for long-term capital growth with broad diversification. Open-ended with daily liquidity; Golden Visa minimum €350,000.

Min. Investment
€350,000
Expected Returns
Contact for details
Term
Contact for details
Sector
Public Equities/Bonds/Debt

Key Terms Summary

Subscription Fee0.80%
Management Fee2.50% p.a.
Performance Fee0%
Distribution PolicyAccumulating: earnings reinvested, no dividend distribution (returns reflected in NAV)
Fund Start7/6/2023
Participation Unit€12.661
US Citizens AcceptedNo
Risk ProfileBalanced

Eligibility & Program Fit

Suitable for non-EU/EEA/Swiss nationals seeking Greece residency.

Ideal for balanced risk tolerance investors looking for public equities/bonds/debt exposure.

Meets the minimum investment requirement for the Greece Golden Visa program.

Designed for those comfortable with a contact for details lock-in period for their capital.

Note: This fund does not accept US citizens. Please verify eligibility requirements with the fund.

Risks & Considerations

Important Information

Investment in public equities/bonds/debt funds involves risk, including the potential loss of the entire investment. Past performance is not indicative of future results. Market fluctuations, regulatory changes in immigration law, and fund management performance can all impact returns. Investors should conduct their own due diligence and consult with financial and legal advisors before making any investment decisions.

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GF Hellas Invest Domestic Balanced Fund - Greece Golden Visa Fund | Renova Wealth