{"id":10602,"date":"2023-11-27T11:07:41","date_gmt":"2023-11-27T11:07:41","guid":{"rendered":"https:\/\/gpmsv.com\/gestionpatrimonios\/?p=10602"},"modified":"2023-11-27T14:08:26","modified_gmt":"2023-11-27T14:08:26","slug":"medusa-global-macro","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/medusa-global-macro\/","title":{"rendered":"MEDUSA GLOBAL MACRO"},"content":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb10604″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text]<\/p>\n\n\n\n<\/colgroup>\n\n\n\n\n\n\n\n\n\n\n\n
Tipo de inversi\u00f3n<\/b><\/td>\nGesti\u00f3n Discrecional de Carteras<\/td>\n<\/tr>\n
Tipo de gesti\u00f3n<\/strong><\/td>\nAlternativa Global Macro<\/td>\n<\/tr>\n
Categor\u00eda<\/b><\/td>\nFuturos,ETFs, Opciones<\/td>\n<\/tr>\n
Mandato de Gesti\u00f3n<\/strong><\/td>\nGesti\u00f3n de Patrimonios Mobiliarios SV SA<\/td>\n<\/tr>\n
Depositario de efectivo<\/strong><\/td>\nInteractive Brokers<\/td>\n<\/tr>\n
Depositario de valores<\/strong><\/td>\nInteractive Brokers<\/td>\n<\/tr>\n
Inversi\u00f3n M\u00ednima<\/strong><\/td>\n100.000 Euros<\/td>\n<\/tr>\n
<\/td>\n<\/td>\n<\/tr>\n
Comisi\u00f3n de gesti\u00f3n\u00a0anual<\/b><\/td>\n1,35%<\/td>\n<\/tr>\n
Comisi\u00f3n de revalorizaci\u00f3n<\/strong><\/td>\n0,00%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Usted no tiene permiso para ver este formulario.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=\u00bbstretch_row_content\u00bb css=\u00bb.vc_custom_1645011226347{padding-right: 15% !important;padding-left: 15% !important;}\u00bb][vc_column][vc_tta_tabs shape=\u00bbsquare\u00bb active_section=\u00bb1″][vc_tta_section title=\u00bbM\u00c1S INFORMACI\u00d3N\u00bb tab_id=\u00bb1645009859672-458db431-39c9″][vc_row_inner][vc_column_inner width=\u00bb2\/6″][vc_column_text]<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
L\u00edmites m\u00e1ximos y restricciones<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Exposici\u00f3n por activo (m\u00e1ximo)<\/strong><\/td>\n100%<\/td>\n<\/tr>\n
Exposici\u00f3n Divisa no Euro<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Volatilidad anualizada (m\u00e1ximo)<\/strong><\/td>\n+20 %<\/td>\n<\/tr>\n
Derivados<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Apalancamiento<\/strong><\/td>\nMaximo 1:2<\/td>\n<\/tr>\n
Posiciones bajistas<\/strong><\/td>\nSI (Mediante Derivados)<\/td>\n<\/tr>\n<\/tbody>\n
Rentabilidad – Riesgo Anual Esperado<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Rentabilidad esperada<\/strong><\/td>\n+11,50 %<\/td>\n<\/tr>\n
M\u00e1ximo Drawdown esperado<\/strong><\/td>\n+15 %<\/td>\n<\/tr>\n
Volatilidad anualizada esperada<\/strong><\/td>\n+ 20 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n\n\n\n\n\n\n\n
Productos utilizados<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Productos no complejos<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Productos complejos<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Sin indice de referencia<\/strong><\/th>\n<\/tr>\n
Derivados(Futuros)<\/strong><\/td>\nSI<\/td>\n<\/tr>\n<\/tbody>\n
Perfil de Riesgo<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Muy arriesgado<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/vc_column_text][vc_btn title=\u00bbDescargar ficha\u00bb align=\u00bbcenter\u00bb skin=\u00bbprimary\u00bb link=\u00bburl:https%3A%2F%2Fgpmsv.com%2Fgestionpatrimonios%2Fwp-content%2Fuploads%2Fsites%2F3%2F2023%2F11%2FModelo-Medusa-Global-Macro-V.-15Nov2023.pdf\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb4\/6″][vc_column_text]<\/p>\n

Descripci\u00f3n de la Estrategia<\/h2>\n

El objetivo de la estrategia MEDUSA GLOBAL MACRO es la revalorizaci\u00f3n del capital a medio y largo plazo realizando inversiones en renta variable, renta fija (soberana y corporativa), as\u00ed como inversiones en oro y materias primas, mediante la utilizaci\u00f3n de futuros, ETFs u opciones, siempre mediante instrumentos cotizados en mercados desarrollados y transparentes.<\/p>\n

El horizonte de inversi\u00f3n m\u00ednimo recomendado es de 4 a\u00f1os, siendo \u00f3ptima una inversi\u00f3n de al menos 7 a\u00f1os. La estrategia trata de capitalizar oportunidades y tendencias que los diferentes eventos econ\u00f3micos, pol\u00edticos y sociales pueden ofrecer en los mercados financieros. En este tipo de estrategia discrecional se incurre en el \u201criesgo gestor\u201d (Hugo Ferrer), por la cual la estrategia depende plenamente de los aciertos y errores del gestor.<\/p>\n

La m\u00e1xima exposici\u00f3n por activos que la cartera puede alcanzar en su versi\u00f3n no apalancada es de un 100% en renta variable, oro, materias primas, en renta fija corporativa y municipal o soberana. La exposici\u00f3n m\u00ednima puede ser del 0% en todos los activos. Y en su versi\u00f3n apalancada se puede alcanzar hasta un 200% en cada activo de inversi\u00f3n, significando que para una inversi\u00f3n total de 100.000 \u20ac se puede utilizar un poder de compra m\u00e1ximo de 200.000 \u20ac entre todos los activos, apalancamiento conseguido ya sea con margen o a trav\u00e9s de derivados.<\/p>\n

Se puede recaer en el riesgo de tipo de cambio, esto es, con inversiones en monedas de referencia distintas al EURO, siendo este un riesgo variable a lo largo de la vida de la estrategia. La principal divisa no EURO en la que se invertir\u00e1 ser\u00e1 el d\u00f3lar estadounidense.<\/p>\n

La estrategia Medusa Global Macro se engloba dentro de la categor\u00eda Global Macro Discrecional teniendo una rentabilidad anual esperada a largo plazo del 11,50%, con una volatilidad anualizada del 20% y una m\u00e1xima p\u00e9rdida esperada del -15%, todo en datos mensuales.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=\u00bbRENTABILIDADES\u00bb tab_id=\u00bb1645009859673-c1b01d0b-3ce0″][vc_row_inner][vc_column_inner][vc_column_text][mifuncion1][\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][\/vc_tta_tabs][\/vc_column][\/vc_row][vc_row][vc_column width=\u00bb1\/2″][\/vc_column][vc_column width=\u00bb1\/2″][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb10604″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text] Tipo de inversi\u00f3n Gesti\u00f3n Discrecional de Carteras Tipo de gesti\u00f3n Alternativa Global Macro Categor\u00eda Futuros,ETFs, Opciones Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Depositario de efectivo Interactive Brokers Depositario de valores Interactive Brokers Inversi\u00f3n M\u00ednima 100.000 Euros Comisi\u00f3n de gesti\u00f3n\u00a0anual 1,35% Comisi\u00f3n de revalorizaci\u00f3n 0,00% [\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=\u00bbstretch_row_content\u00bb […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[17],"tags":[],"featured_image_src":{"landsacpe":false,"list":false,"medium":false,"full":false},"yoast_head":"\nMEDUSA GLOBAL MACRO - 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