EVO
Fondo Inteligente Renta Variable

The sub-fund will have a global investment universe, taking the MSCI World Net Total Return EUR Index as its benchmark. It will invest more than 50% of its assets in financial IIC, harmonized or not (maximum 30% in IIC not harmonized), belonging or not to the Group of the Management firm. These IICs will be mainly ETFs.

The fund will invest, directly or indirectly through IICs (mostly ETFs on stock indices), more than 75% of its total exposure in equities, without any predetermination in market capitalization, sectors, markets or countries, being able to invest in emerging countries . Investing in low market capitalization assets can adversely affect the liquidity of the fund.

The rest of the total exposure will be invested in public / private fixed income of at least average credit quality (minimum BBB- by Standard & Poors or equivalent) or that of the Kingdom of Spain, if lower, from OECD issuers / markets. For unqualified issues, will take into account the rating of the issuer itself. The average duration of the fixed income portfolio will be less than 3 months. Exposure to currency risk may range from 0 to 100%.

More information

ISIN
ES0133565012

Inception date
08/04/2016

Ticker
EVOINIB SM

Depositary
Banco Inversis

Risk level

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.

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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.