{"id":7164,"date":"2022-02-18T13:21:52","date_gmt":"2022-02-18T12:21:52","guid":{"rendered":"https:\/\/prepro.gestionpatrimonios.com\/?p=7164"},"modified":"2022-06-06T12:50:16","modified_gmt":"2022-06-06T12:50:16","slug":"gestion-de-carteras-modelo-i-e","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-de-carteras-modelo-i-e\/","title":{"rendered":"GESTION DE CARTERAS MODELO I.E"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2&#8243;][vc_single_image image=\u00bb8336&#8243; img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb label=\u00bb\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2&#8243;][vc_column_text]<\/p>\n<table class=\"table table-striped\">\n<colgroup>\n<col width=\"35%\" \/>\n<col width=\"65%\" \/> <\/colgroup>\n<tbody>\n<tr>\n<td><strong>Tipo de gesti\u00f3n<\/strong><\/td>\n<td>Gesti\u00f3n de Carteras<\/td>\n<\/tr>\n<tr>\n<td><strong>Tipo de gesti\u00f3n<\/strong><\/td>\n<td>Gesti\u00f3n Alternativa<\/td>\n<\/tr>\n<tr>\n<td><strong>Categoria<\/strong><\/td>\n<td>Arriesgado<\/td>\n<\/tr>\n<tr>\n<td><strong>Mandato de Gesti\u00f3n<\/strong><\/td>\n<td>Gesti\u00f3n de Patrimonios Mobiliarios SV SA<\/td>\n<\/tr>\n<tr>\n<td><strong>Gestor del modelo<\/strong><\/td>\n<td>Gesti\u00f3n de Patrimonios Mobiliarios SV SA<\/td>\n<\/tr>\n<tr>\n<td><strong>Depositario de efectivo<\/strong><\/td>\n<td>Gesti\u00f3n de Patrimonios Mobiliarios SV SA<\/td>\n<\/tr>\n<tr>\n<td><strong>Depositario de valores<\/strong><\/td>\n<td>Banco Inversis SA<\/td>\n<\/tr>\n<tr>\n<td><strong>Inversi\u00f3n m\u00ednima<\/strong><\/td>\n<td>15.000 \u20ac<\/td>\n<\/tr>\n<tr>\n<td><b>Cominisi\u00f3n de gesti\u00f3n anual<\/b><\/td>\n<td>1,00 %<\/td>\n<\/tr>\n<tr>\n<td><strong>Comisi\u00f3n de revalorizaci\u00f3n<\/strong><\/td>\n<td>10,00 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>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&#8243;][vc_tta_section title=\u00bbM\u00c1S INFORMACI\u00d3N\u00bb tab_id=\u00bb1645009859672-458db431-39c9&#8243;][vc_row_inner][vc_column_inner width=\u00bb2\/6&#8243;][vc_column_text]<\/p>\n<table class=\"table table-striped\">\n<thead style=\"background-color:#cc0099;color:#ffffff;text-align:center\">\n<tr>\n<th colspan=\"2\"><strong>L\u00edmites m\u00e1ximos<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Exposici\u00f3n por activo (m\u00e1ximo)<\/strong><\/td>\n<td style=\"text-align:center\">50,00 %<\/td>\n<\/tr>\n<tr>\n<td><strong>Exposici\u00f3n Divisa no Euro<\/strong><\/td>\n<td style=\"text-align:center\">100,00%<\/td>\n<\/tr>\n<tr>\n<td><strong>Exposici\u00f3n a Renta Variable<\/strong><\/td>\n<td style=\"text-align:center\">100,00 %<\/td>\n<\/tr>\n<tr>\n<td><strong>Volatilidad anualizada (m\u00e1ximo)<\/strong><\/td>\n<td style=\"text-align:center\">10,00 %<\/td>\n<\/tr>\n<\/tbody>\n<thead style=\"background-color:#cc0099;color:#ffffff;text-align:center\">\n<tr>\n<th colspan=\"2\"><strong>Rentabilidad &#8211; Riesgo Anual Esperado<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>M\u00e1ximo drawdown esperado<\/strong><\/td>\n<td style=\"text-align:center\">-10,00 %<\/td>\n<\/tr>\n<tr>\n<td><strong>Volatilidad anualizada esperada<\/strong><\/td>\n<td style=\"text-align:center\">5,00 %<\/td>\n<\/tr>\n<tr>\n<td><strong>Exposici\u00f3n a Renta Variable esperada<\/strong><\/td>\n<td style=\"text-align:center\">25,00 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table class=\"table table-striped\">\n<thead style=\"background-color:#cc0099;color:#ffffff;text-align:center\">\n<tr>\n<th colspan=\"2\"><strong>Perfil de Riesgo<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align:center\">Arriesgado<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/table>\n<p>[\/vc_column_text][vc_btn title=\u00bbDescargar ficha\u00bb align=\u00bbcenter\u00bb skin=\u00bbprimary\u00bb][vc_btn title=\u00bbDescargar presentaci\u00f3n\u00bb align=\u00bbcenter\u00bb skin=\u00bbprimary\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb4\/6&#8243;][vc_column_text]<\/p>\n<h2 style=\"color: #cc0099;\">Comentario del gestor<\/h2>\n<p>El objetivo del Modelo IE es buscar la revalorizaci\u00f3n del capital a largo plazo realizando inversiones en toda clase de categor\u00edas disponibles . Para lograr dicho objetivo se otorga a la inversi\u00f3n una elevada flexibilidad pudiendo mantener en cartera fondos de inversi\u00f3n, Renta Fija cotizada, Renta fija no cotizada, derivados, Renta Variable Internacional y cualquier otro activo elegible no cotizado con un m\u00e1ximo del total de su inversi\u00f3n del 25% . Las decisiones de inversi\u00f3n se toman en base a un riguroso an\u00e1lisis t\u00e9cnico, cuantitativo, fundamental, macroecon\u00f3mico y riesgo , teniendo en cuenta la situaci\u00f3n europea y mundial de los mercados y activos. Las inversiones se realizan de una manera global. Se podr\u00e1 invertir en cualquier divisa con o sin cobertura. El horizonte de inversi\u00f3n recomendado es de al menos dos a\u00f1os. El Modelo IE pretende batir al Euribor en un 5% anual[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=\u00bbRENTABILIDADES\u00bb tab_id=\u00bb1645009859673-c1b01d0b-3ce0&#8243;][vc_row_inner][vc_column_inner][mifuncion1][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][\/vc_tta_tabs][\/vc_column][\/vc_row][vc_row][vc_column width=\u00bb1\/2&#8243;][\/vc_column][vc_column width=\u00bb1\/2&#8243;][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2&#8243;][vc_single_image image=\u00bb8336&#8243; img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb label=\u00bb\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2&#8243;][vc_column_text] Tipo de gesti\u00f3n Gesti\u00f3n de Carteras Tipo de gesti\u00f3n Gesti\u00f3n Alternativa Categoria Arriesgado Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Gestor del modelo Gesti\u00f3n de Patrimonios Mobiliarios SV SA Depositario de efectivo Gesti\u00f3n de Patrimonios Mobiliarios SV SA Depositario de valores Banco Inversis SA Inversi\u00f3n m\u00ednima [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[18],"tags":[],"featured_image_src":{"landsacpe":false,"list":false,"medium":false,"full":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GESTION DE CARTERAS MODELO I.E - GESTION PATRIMONIOS<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GESTION DE CARTERAS MODELO I.E - GESTION PATRIMONIOS\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2&#8243;][vc_single_image image=\u00bb8336&#8243; 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