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W4i Iberian Opportunities F Acc EUR

Clasificado 4 de 12 sobre - Renta variable - Iberia durante 3 meses
All calculations are in EUR unless stated

Gestionado por

Filipe Bergaña

Firmino Morgado

Firmin Morgado graduated from the Católica Portuguesa University with a degree in management and also graduated from INSEAD business school.He currently works for Renta 4 Asset Management. He started his career in 2002 as an equity research analyst for fidelity and covered pan-European banks and financial sectors.

Objetivo

To achieve capital growth from a diversified and actively managed portfolio. It is intended that the Investment Manager will achieve the Sub-Funds investment objective through security selection across a diversified portfolio of equities and FDI. The Sub-Fund will invest at least 70% of its net assets in equities and equity related securities (such as ADRs, GDRs) of companies which are: (i) listed on the Madrid and Lisbon stock exchanges; and/or (ii) domiciled, headquartered or exercise the predominant part of their economic activity in Spain and/or Portugal and are listed or traded on a global Regulated Market.

Rentabilidad

Renta variable - Iberia durante : 31/05/2017 - 31/08/2017

Rentabilidad Total

Rentabilidad trimestral

a 30/06/2017 Anual T1 T2 T3 T4

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Registrado Para La Venta En

  1. Portugal
  2. España
  3. Reino Unido

Información del fondo

  • Fecha de inauguración03/02/2017
  • Tamaño del fondo23Mn
  • Moneda baseEUR
  • ISIN IE00BD3WG611

Información de compra

  • Inversión mínima inicial5Mn
  • Mínima aportación periódica adicional0

Costos

  • Inversión inicial0

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