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BPI Global Invest Fd BPI Iberia R

Clasificado 12 de 12 sobre - Renta variable - Iberia durante 12 meses
All calculations are in EUR unless stated

Gestionado por

Pedro Maruny

Pedro Maruny joined BPI based in Porto, Portugal in 2006 where he is a portfolio manager responsible for managing the BPI Alt-Iberian EQ, the BPI Iberia D and the BPI Iberia L funds dealing in equities, using a long only strategy. Prior to joining BPI, he was a portfolio manager at BCP from 1995. Pedro graduated with a degree in Mathematics from the Evora University and lists swimming among his interests.

Objetivo

The objective of the Fund is to provide unitholders with long-term capital appreciation, based on risk spreading and future potential growth. The Fund mainly invests in equity securities issued by Portuguese and Spanish companies and companies which have there main activities in Portugal and Spain.The Fund principally invests in equity securities, including non voting preferred stocks, bonds with acquisition rights, convertible bonds, warrants or any other financial instruments that are convertible or have their performance linked to a basket of shares and/or indexes which in the opinion of the Management have a strong potential for growth.

Rentabilidad

Renta variable - Iberia durante : 30/06/2017 - 30/06/2018

Rentabilidad Total

Rentabilidad trimestral

a 30/06/2018 Anual T1 T2 T3 T4
2018 -4,1% 0,0%
2017 16,2% 12,7% 3,7% -0,5% -0,1%
2016 -3,2% -6,5% -9,2% 4,3% 9,2%
2015 8,3% 14,8% -5,9% -3,6% 4,0%
2014 -0,4% 7,9% 2,0% -3,3% -6,4%
2013 25,3% 1,5% -0,7% 13,0% 10,1%
2012 4,6% -2,1% -10,0% 9,7% 8,1%
2011 -18,4% 1,4% -2,2% -17,6% -0,1%
2010 -6,6% -5,0% -10,0% 10,2% -0,8%
2009 36,6% -6,7% 21,0% 19,2% 1,5%
2008 -42,7% -14,1% -8,6% -11,8% -17,3%
2007 -7,8% 5,1%

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Registrado Para La Venta En

  1. Francia
  2. Alemania
  3. Luxemburgo
  4. Portugal
  5. España

Información del fondo

  • Fecha de inauguración13/04/2007
  • Tamaño del fondo01Mn
  • Moneda baseEUR
  • ISIN LU0292624037

Información de compra

  • Inversión mínima inicial250
  • Mínima aportación periódica adicional0

Costos

  • Comisión de gestión anual2,00%

El rendimiento es para el periodo mostrado (final de mes hasta final de mes, cotización bid/bid, interés bruto reinvertido, calculado en EUR