Gesconsult
León Valores
Equity Balanced fund with a global approach that invests between 30-75% in equities in order to adapt to changing market conditions. The sum of investments in equities from entities located outside the euro area, plus exposure to currency risk will not exceed 30%. The investment is made with a medium to long term time horizon. The fund has a Luxembourg-based replica.
Álvaro Jiménez
Global Equity Portfolio Manager
Alejandra Martínez
Fixed Income Manager
Asset allocation
10-year chart of performance
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If you want to invest in this fund, please contact us through the website.
More information
Class A: 5.410.246,97 €
Class I: 2.675.384 €
Participants
Class A: 198
Class I: 79 €
NAV
Class A: 29,5068 €
Class I: 31,5077 €
ISIN
Class A: ES0175604034
Class B: ES0175604000
Category
Europe Balanced Equity
Benchmark index
50% Eurostoxx, 50% AFI Spanish Govt Bill 1 Year
Investment horizon (indicative)
Over 3 years
Minimum investment
1 unit (€6)
Depositary
Banco Inversis
Risk level
Documentation [Spanish]
Legal notice: All returns are expressed in net terms, after expenses and fees. Past performance is not indicative of future performance. All returns referring to periods longer than one year are annualised. You can contact us through the website or by sending an email to info@gesconsult.com. Source: Gesconsult SGIIC.
A team of talented and experienced professionals
Join us and invest with our Portfolio Managers
Do not hesitate to contact us if you have any questions
Gesconsult SGIIC
C/ Príncipe de Vergara 36, 6º dcha
28001 Madrid
Tel: +34 91 577 49 31
Email: fondos@gesconsult.es
Firm registered with the CNMV
Founded in 1987, Gesconsult is an asset management firm of collective investment institutions (SGIIC) registered with the National Securities Market Commission (CNMV).
About us
We invest in companies we know in depth to obtain the highest return by prioritizing capital preservation and risk management.
Legal notice: All returns are expressed in net terms, after expenses and fees. Past performance is not indicative of future performance. All returns referring to periods longer than one year are annualised. You can contact us through the website or by sending an email to info@gesconsult.com. Source: Gesconsult SGIIC.