GVC GAESCO CROSSOVER- US GROWTH RVI, CLASE P
Investment policy
Investing in Growth assets is a strategy that involves investing in companies that are experiencing business growth (higher profits and sales) above the market average and are expected to continue doing so in the future. This strategy aims to achieve profits by purchasing shares of these companies. The exposure to equity securities (Equity) will be a minimum of 75% and up to 100% of the fund's assets in national or international equity securities issued by companies from OECD countries. The focus will primarily be on companies from North America (more than 60% of the assets) and that qualify as Growth (more than 60% of the assets). These companies can be of low, medium, or high market capitalization without sectoral concentration.Exposure to fixed income securities (Fixed Income) will be a maximum of 25% of the fund's assets in public or private fixed income securities, primarily from issuers in OECD countries, with a minimum credit quality of BBB- and an average portfolio duration of fixed income securities of less than 2 years.
Exposure to emerging market risk can be up to 15%, and exposure to currency risk will be greater than 30%. There will be no investment in collective investment schemes (IIC), and no investment in derivative financial instruments.
The management will use the S&P 500 Net Total Return Index and the MSCI WORLD GROWTH Net Total Return Index as references for performance measurement in the equity investment segment.
Class P
FactsheetLegal documentation
*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.
