GVC GAESCO CROSSOVER- GLOBAL MOMENTUM RV+RF, CLASE A
Investment policy
The management objective is to achieve returns by combining investment strategies: i) trading in direct equities and fixed income assets, ii) investment in Futures on equity indices (-100% + 100%), and iii) investment in Futures on fixed income indices (-100% + 100%). The "Momentum" investment strategy is based on the continuation of existing trends in the markets.Exposure to equities (stocks) will range from 0% up to 100% of the portfolio, invested in equities issued by companies primarily from OECD countries. Companies can be of low, medium, or high market capitalization without sector concentration.
Exposure to fixed income (bonds) will range from 0% to 100%, invested in public or private fixed income securities primarily issued by countries from the OECD, with a minimum credit quality of BBB- and up to 20% without a defined credit quality. The average duration of the fixed income portfolio will be less than 7 years.
Exposure to emerging markets will be up to 15%, and exposure to currency risk will be up to 80%. Investment in deposits with credit institutions and non-traded money market instruments will be up to 20%, with the same credit rating as the fixed income investments. Investment in investment funds (IIC) will be up to 30%, including those from the Group.
The management's benchmark for fixed income investments is EURIBOR 12-month plus 7%, and for equities, it's MSCI WORLD NET TOTAL RETURN EUR.
Class A
PresentationLegal documentation
Other available types
*Total return for calendar year (from January 1st to December 31st).
Legal notice: A complete report of each Investment Fund is available on the website with information concerning, among others, historical returns obtained prior to a substantial change in the investment policy of the IIC, series of annualized historical returns, detail of the risks associated with the investment in IIC, etc. Investment funds involve certain risks (market, credit, liquidity, currency, interest rate, etc.), detailed all of them in the Prospectus and in the Key Investor Information (KII) document. The nature and scope of the risks will depend on the type and particular features of the fund, the currency, and the assets in which the equity is invested. Consequently, the choice among different types of funds should be made considering the return expectations and investment time horizon as well as the willingness and ability to take risks of the investor.
The information contained on the website is for information purposes only and does not constitute an offer of products and services, nor a recommendation or offer to buy or sell securities or any other investment product, nor a contractual component. Nor does it imply legal, fiscal, or other advice and its content should not serve the user to make decisions or make investments. Investment funds can be high-risk products, not suitable for all clients. Therefore, they do not intend to persuade the user to inappropriate operations by making services or access available to operations and markets that do not match to the user’s risk profile. Past performance is no guarantee of future results. Taxation of yields obtained by unitholders shall depend on the tax legislation applicable to their personal situation and may vary in the future.
