Fixed Income Funds aim to preserve wealth

Fixed Income and Money Market Fund

4 Funds

  • Fundamental approach.
  • The relation among the short, medium and long term interest rates with the inflation rates determines the Fixed Income selection.
  • Additional criteria:
    • The Issuer category (Public, Private, etc.).
    • The Issuer’ solvency.
    • The Rating.
    • Risk / return optimization.
    • The Issue’s maturity.
    • The Issue’s liquidity.
    • The Issue’s currency.
    • Issue’s class (Zero Coupon, floating, convertible, etc.).
    • The portfolio’s average duration.

 

Legal notice: It is available to Web users a complet report for each investment fund where you can find, among others, information on historical returns obtained prior to a substantial change in the investment policy of the CIIs, series historical annualized returns, detail of the risks associated with investing in CIIs, .... The information contained on the Web does not constitute an offer of products and services, or a recommendation or offer to buy or sell securities or any other investment product or a contractual element. Neither does legal, tax, or other class and its contents should not serve the user to make decisions or make investments. It doesn't intended to induce the user to inadequate by making available services or access to operations and markets that do not match your risk profile operations. Past performance is not in any way guarantee future results.