GVC GAESCO CROSSOVER- GLOBAL TOP DOWN 3 SECTORS, CLASE I
Investment policy
Obtain medium-term profitability using a combination of Top-Down analysis (from top to bottom) with BottomUp analysis (from bottom to top), with Top-Down analysis being preferred in order to determine the following variables: i) the percentage of variable income to invest and ii) the three most suitable sectors to invest in at any given time and, with the Bottom-Up analysis, select the companies in which to invest. Exposure to equities will be between 0% - 100% in securities issued mainly by companies in OECD countries. Companies can be low (can negatively influence liquidity), medium or high market capitalization, belonging to 3 sectors of activity without advance predetermination, resulting from the application of Top-Down analysis. The exposure to fixed income will be between 0%-100% from public or private issuers, mostly from OECD countries, without a determined credit quality, with the average duration of the RF being less than 5 years. There will be no investment in emerging countries and exposure to currency risk may reach 100%.Class I
Net Asset Value
9,9243€(09/02/2025)
Risk Profile: 3/7
Reports
Quarter 03Legal 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.
