PATRIMONIALISTA, P.P.
This is a direct monostrategy Absolute Return investment Fund. The Fund aims to protect and optimise assets in the medium term. For that purpose, it applies its own management techniques, entirely developed by GVC Gaesco, systematised and optimised over an 18-year backtesting period (from December 1988 to December 2006). The Fund takes advantage of the inertia of equity markets, investing more as markets become healthier and divesting as markets degrade; that means, when the volatility/return ratio becomes less attractive. The investment is allocated between risk-free assets (Fixed Income ETFs and Money Market) and risk assets (Equity ETFs), depending on the market environment and economic prospects. The wide investment range in each of the two asset classes (0%-100%) provides great flexibility and agility to adapt to market fluctuations. When investing, it considers different factors such as variable income, currencies, and the money market.
Investor Profile
Patrimonialista, FP is aimed at all investors with a conservative/moderate risk profile who are looking to obtain a return regardless of the performance of the financial markets. To this end, they are willing to tolerate fluctuations in their assets due to the volatility of the financial markets. However, as the Fund's objectives are wealth protection, return stability and investment optimisation, the annualised volatility will not exceed 6% in normal market conditions.
FactsheetLegal documentation
*Total return for calendar year (from January 1st to December 31st).
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