{"id":7196,"date":"2022-02-21T09:50:52","date_gmt":"2022-02-21T08:50:52","guid":{"rendered":"https:\/\/prepro.gestionpatrimonios.com\/?p=7196"},"modified":"2023-02-02T10:17:02","modified_gmt":"2023-02-02T10:17:02","slug":"gestion-pasiva-cartera-moderada","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-pasiva-cartera-moderada\/","title":{"rendered":"GESTION PASIVA. CARTERA MODERADA"},"content":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb8359″ 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\n
Tipo de inversi\u00f3n<\/b><\/td>\nGesti\u00f3n de Carteras de Fondos<\/td>\n<\/tr>\n
Tipo de gesti\u00f3n<\/b><\/td>\nGesti\u00f3n Pasiva e Indexada<\/td>\n<\/tr>\n
Categor\u00eda<\/b><\/td>\nMixto Moderado Global<\/td>\n<\/tr>\n
Mandato de Gesti\u00f3n<\/strong><\/td>\nGesti\u00f3n de Patrimonios Mobiliarios SV SA<\/td>\n<\/tr>\n
Mandato de Gesti\u00f3n<\/strong><\/td>\nRicardo Gonz\u00e1lez<\/td>\n<\/tr>\n
Depositario de efectivo<\/strong><\/td>\nGesti\u00f3n de Patrimonios Mobiliarios SV SA<\/td>\n<\/tr>\n
Depositario de valores<\/strong><\/td>\nBanco Inversis<\/td>\n<\/tr>\n
Inversi\u00f3n m\u00ednima<\/strong><\/td>\n15.000 \u20ac<\/td>\n<\/tr>\n
Aportaci\u00f3n m\u00ednima adicional<\/strong><\/td>\n2.000 \u20ac<\/td>\n<\/tr>\n
Comisi\u00f3n de gesti\u00f3n\u00a0anual<\/b><\/td>\n0,75 %<\/td>\n<\/tr>\n
Comisi\u00f3n de revalorizaci\u00f3n<\/strong><\/td>\n0 %<\/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
L\u00edmites m\u00e1ximos y restricciones<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Exposici\u00f3n por fondo(m\u00e1ximo)<\/strong><\/td>\n60,00 %<\/td>\n<\/tr>\n
Exposici\u00f3n Divisa no Euro<\/strong><\/td>\n60,00 %<\/td>\n<\/tr>\n
Exposici\u00f3n a Renta Variable (m\u00e1ximo)<\/strong><\/td>\n75,00 %<\/td>\n<\/tr>\n
Volatilidad anualizada (m\u00e1ximo)<\/strong><\/td>\n16,00 %<\/td>\n<\/tr>\n<\/tbody>\n
Rentabilidad – Riesgo Anual Esperado<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Rentabilidad esperada<\/strong><\/td>\n+6,00% a +8,00 %<\/td>\n<\/tr>\n
M\u00e1ximo Drawdown esperado<\/strong><\/td>\n-16,00 %<\/td>\n<\/tr>\n
Volatilidad anualizada esperada<\/strong><\/td>\n9,00 %<\/td>\n<\/tr>\n
Exposici\u00f3n a Renta Variable esperada<\/strong><\/td>\n45 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n
\n\n\n\n\n
Perfil de Riesgo<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Moderado<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/table>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00bb4\/6″][vc_column_text]<\/p>\n

GPM Gesti\u00f3n Pasiva. Cartera Moderada<\/h2>\n

Descripci\u00f3n de la estrategia perfil moderada.<\/h2>\n

Construimos carteras diversificadas de forma global que invierten en diferentes clases de activos y zonas geogr\u00e1ficas. Para ello, hacemos uso de fondos Indexados de gestoras de primer nivel internacional. Esto nos permite ofrecer costes bajos, en los fondos seleccionados y replicar la evoluci\u00f3n de los principales \u00edndices de referencia a nivel mundial, logrando, de esta manera, reducir riesgos y maximizar la rentabilidad de nuestros clientes en el \u201clargo plazo\u201d.<\/p>\n

Algunos estudios, demuestran que la inversi\u00f3n indexada a largo plazo puede lograr, en general, mejores retornos que la inversi\u00f3n activa, por su alta eficiencia y bajos costes.<\/p>\n

La cartera moderada invierte aproximadamente un 50% en renta fija (gubernamental y corporativa), alrededor de un 45% en renta variable (americana, europea y emergentes) y entorno a un 5% en oro. Para mantener esta asignaci\u00f3n, el gestor realizar\u00e1 rebalanceos peri\u00f3dicos para mantener el equilibrio de la cartera a lo largo del tiempo.<\/p>\n

Aportaciones adicionales<\/h3>\n

Diferentes estudios demuestran que, de media, los inversores pierden aproximadamente un 1,5% de rentabilidad cada a\u00f1o intentando adivinar el mejor momento para invertir o desinvertir.<\/p>\n

Este modelo de gesti\u00f3n te permite invertir de forma sistem\u00e1tica realizando aportaciones adicionales y\/o peri\u00f3dicas.<\/p>\n

No intentes elegir el mejor momento para realizar nuevas aportaciones, lo m\u00e1s normal es que te equivoques y acabes invirtiendo con el pie cambiado.<\/p>\n

Por ello lo m\u00e1s eficiente es realizar aportaciones peri\u00f3dicas. De esta forma se podr\u00e1 ir invirtiendo peri\u00f3dicamente y se podr\u00e1 ir acumulando en una cartera que crecer\u00e1 con el tiempo.<\/p>\n

Otros detalles:<\/h3>\n

El Modelo GPM Gesti\u00f3n Pasiva, Perfil Moderado se engloba dentro de la categor\u00eda de mixtos moderados globales, teniendo una rentabilidad anual esperada entre el 6% y el 8%, con una volatilidad anualizada del 9,00 %<\/p>\n

El horizonte de inversi\u00f3n recomendado es de, al menos, cuatro a\u00f1os.<\/p>\n

\n
<\/div>\n<\/div>\n

[\/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] <\/p>\n\n\n\n\n\n
<\/th>\n2017<\/th>\n2018<\/th>\n2019<\/th>\n2020<\/th>\n2021<\/th>\n2022<\/th>\n<\/tr>\n<\/thead>\n
Rentabilidad total (%) a
\n 01\/30\/2023<\/span>\n <\/th>\n		–<\/td>\n–<\/td>\n15,02%<\/td>\n3,60%<\/td>\n10,30%<\/td>\n-15,54%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/p>\n\n\n\n\n\n
<\/th>\nEne<\/th>\nFeb<\/th>\nMar<\/th>\nAbr<\/th>\nMay<\/th>\nJun<\/th>\nJul<\/th>\nAgo<\/th>\nSep<\/th>\nOct<\/th>\nNov<\/th>\nDic<\/th>\n<\/tr>\n<\/thead>\n
Rentabilidad total (%) del a\u00f1o 2022<\/th>\n-2,18%<\/td>\n-2,15%<\/td>\n0,12%<\/td>\n-2,87%<\/td>\n-1,47%<\/td>\n-3,99%<\/td>\n5,62%<\/td>\n-3,53%<\/td>\n-5,35%<\/td>\n2,41%<\/td>\n2,72%<\/td>\n-5,45%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n
<\/th>\nEne<\/th>\nFeb<\/th>\nMar<\/th>\nAbr<\/th>\nMay<\/th>\nJun<\/th>\nJul<\/th>\nAgo<\/th>\nSep<\/th>\nOct<\/th>\nNov<\/th>\nDic<\/th>\n<\/tr>\n<\/thead>\n
Rentabilidad total (%) del a\u00f1o 2021<\/th>\n-0.40%<\/td>\n-0.31%<\/td>\n3.16%<\/td>\n0.73%<\/td>\n0.19%<\/td>\n1.92%<\/td>\n1.24%<\/td>\n1.09%<\/td>\n-2.19%<\/td>\n2.48%<\/td>\n1.06%<\/td>\n0.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/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=\u00bb8359″ 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 de Carteras de Fondos Tipo de gesti\u00f3n Gesti\u00f3n Pasiva e Indexada Categor\u00eda Mixto Moderado Global Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Mandato de Gesti\u00f3n Ricardo Gonz\u00e1lez Depositario de efectivo Gesti\u00f3n de Patrimonios Mobiliarios SV SA Depositario de valores Banco Inversis Inversi\u00f3n m\u00ednima […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[19],"tags":[],"featured_image_src":{"landsacpe":false,"list":false,"medium":false,"full":false},"yoast_head":"\nGESTION PASIVA. 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