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Morningstar Rating

Morningstar RatingTM 

Mutual Funds under the management of Piraeus Asset Management MFMC, have been included in the evaluation system of Morningstar©, one of the biggest independent rating agencies. 

The Morningstar RatingΤΜ is a measure of a mutual fund's risk-adjusted return, relative to other mutual fund's in the Morningstar Category. Ratings are from 1 to 5 stars, with the best performers receiving 5 stars and the worst performers receiving 1 star. Morningstar assigns a one-star rating to 10% of the funds it evaluates, a two-star rating to 22.5% of funds, a three-star rating to 35% of funds, a four-star rating to 22.5% of funds. and a five-star rating to 10% of the top performing funds. 

Morningstar RatingTM  for Piraeus Funds 



Mutual Funds 


Morningstar 
Category

Overall 
Morningstar RatingTM

3Yrs 
Morningstar RatingTM 
5Yrs 
Morningstar RatingTM 
10Yrs 
Morningstar RatingTM 

Equity

 
              
     

Piraeus Dynamic Companies Domestic Equity (R)


Greece Equity











Piraeus Institutional Portfolio Domestic Equity (Ι)


Greece Equity







Balanced 







Piraeus Domestic Balanced Fund (R)


EUR Moderate Allocation










Piraeus Insurance Portfolio Domestic Balanced Fund (I)


EUR Moderate Allocation









Supplementary Pension Global Balanced Fund (I)


EUR Moderate Allocation










Piraus International Balanced Fund (R)

EUR Moderate Allocation - Global  


 


 

 


 
 
Fund of Funds 

         

Piraeus Bond Fund of Funds



EUR Moderate Allocation - Global  


 







Piraeus International Balanced Fund of Funds


EUR Diversified Bond  

 



 

 


 

Morningstar Rating as at 30.09.2019


The continuous distinctions of Piraeus Asset Management MFMC highlight : 

  • the specialized knowledge, the long experience and the ability of our fund managers,
  • our continuous effort to continuously upgrade and develop the investment choices we offer,
  • our commitment to our investment philosophy, mainly aiming to accomplish optimal returns over time according to the desirable risk level




Disclaimer
©2019 Morningstar Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and Piraeus Asset Management MFMC; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor Piraeus Asset Management MFMC are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results. For more detailed information about Morningstar Rating, including its methodology, please go to: Methodology.pdf