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Momento
España

The fund invests in the Spanish Market stocks (mainly belonging to the Ibex35) that are better positioned according to a portfolio management model that uses a series of variables for their selection, such as stock recommendation revisions, estimates changes, liquidity, volatility, technical indicators and price variables. Each variable is weighted in order to identify the stocks with the most market momentum. All stocks will have a similar weight in the portfolio.

It may invest more than 75% of its total assets in equities of Spanish issuers. The remaining of the total exposure will be invested in fixed income securities from public and/or private OECD issuers, especially in the Euro area.

The delegate manager is Link Securities.

More information

ISIN
ES0137381036

Category
Spain Balanced Equity

Benchmark index
50% Ibex 35 TR, 50% Bloomberg Barclays Euro-Aggregate Corporate 1-3 Year Total Return

Investment horizon (indicative)
Over 3 years

Minimum investment
1 unit (€6)

Depositary
Bankinter

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.

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.