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The fund is mainly invested in the Eurostoxx50 stocks, and to a lesser extent in the Stoxx Europe 600 stocks, 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 European issuers/markets and at least 60% of that will be from eurozone issuers/markets. 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
ES0164282008

Category
Europe Balanced Equity

Benchmark
50% Eurostoxx NR, 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.

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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.