{"id":7220,"date":"2022-02-21T10:44:28","date_gmt":"2022-02-21T10:44:28","guid":{"rendered":"https:\/\/prepro.gestionpatrimonios.com\/?p=7220"},"modified":"2023-02-06T11:32:57","modified_gmt":"2023-02-06T11:32:57","slug":"gestion-fondos-cartera-moderada-2","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-cartera-moderada-2\/","title":{"rendered":"GESTION FONDOS CARTERA MODERADA FONDOS"},"content":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb8354″ 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
Tipo de Inversi\u00f3n<\/b><\/td>\nGesti\u00f3n Discrecional de Carteras<\/td>\n<\/tr>\n
Tipo de gesti\u00f3n<\/b><\/td>\nGesti\u00f3n Activa<\/td>\n<\/tr>\n
Categor\u00eda<\/b><\/td>\nMixto Flexible<\/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>\nBanco Inversis<\/td>\n<\/tr>\n
Depositario de valores<\/strong><\/td>\nBanco Inversis<\/td>\n<\/tr>\n
Inversi\u00f3n m\u00ednima<\/strong><\/td>\n10.000 \u20ac<\/td>\n<\/tr>\n
Comisi\u00f3n de gesti\u00f3n\u00a0anual<\/b><\/td>\n1,50 %<\/td>\n<\/tr>\n
Comisi\u00f3n de revalorizaci\u00f3n<\/strong><\/td>\n10,00 %<\/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\n
L\u00edmites m\u00e1ximos y restricciones<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Exposici\u00f3n por fondo(m\u00e1ximo)<\/strong><\/td>\n25,00 %<\/td>\n<\/tr>\n
Exposici\u00f3n Divisa no Euro<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Volatilidad anualizada (m\u00e1ximo)<\/strong><\/td>\n10,00 %<\/td>\n<\/tr>\n
Derivados<\/strong><\/td>\nNO<\/td>\n<\/tr>\n
Apalancamiento<\/strong><\/td>\nNO<\/td>\n<\/tr>\n
Posiciones bajistas<\/strong><\/td>\nNO<\/td>\n<\/tr>\n<\/tbody>\n
Rentabilidad – Riesgo Anual Esperado<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Rentabilidad objetivo<\/strong><\/td>\n6,00 %<\/td>\n<\/tr>\n
Rentabilidad esperada actual<\/strong><\/td>\n3,50 %<\/td>\n<\/tr>\n
Volatilidad anualizada esperada<\/strong><\/td>\n15,00 %<\/td>\n<\/tr>\n
M\u00e1ximo drawdown esperado<\/strong><\/td>\n12,00 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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>\nNO<\/td>\n<\/tr>\n
Universo de inversi\u00f3n y referencia<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Derivados(Futuros)<\/strong><\/td>\nNO<\/td>\n

<\/tr<\/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_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%2F02%2FCARTERA-INVERSIMPLY-MODERADA.pdf\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb4\/6″][vc_column_text]<\/p>\n

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

Cartera conservadora es un servicio de gesti\u00f3n discrecional de cartera dirigida a aquellos ahorradores con un horizonte temporal<\/strong> m\u00ednimo a medio plazo (4-7 a\u00f1os) que deseen buscar una rentabilidad superior a los dep\u00f3sitos bancarios y la renta fija p\u00fablica, manteniendo un nivel de riesgo moderado.<\/p>\n

Con un objetivo de revalorizaci\u00f3n a medio plazo, la estrategia consiste en la suscripci\u00f3n de fondos de inversi\u00f3n de gestoras de elevado prestigio adoptando un riesgo bajo-moderado.<\/p>\n

Para ello, invertir\u00e1 principalmente a trav\u00e9s de fondos diversificados con el objetivo de superar el coste de la inflaci\u00f3n y con un objetivo de rentabilidad anual del 6%.<\/strong> El peso de los diferentes activos de renta fija ser\u00e1 de un m\u00ednimo del 50% pudiendo llegar al 100% en determinados momentos de incertidumbre.<\/p>\n

El resto de la cartera se invertir\u00e1 en otro tipo de activos tales como los fondos alternativos o de renta variable con el objetivo de a\u00f1adir rentabilidad a la cartera manteniendo la volatilidad deseada.<\/p>\n

Puntualmente, podr\u00e1 invertir en cualquier activo directo de renta fija o variable para aprovechar alguna oportunidad o arbirtaje. El peso m\u00e1ximo de cualquier valor en la cartera no superar\u00e1 el 25% de la misma.<\/p>\n

El objetivo de rentabilidad de la cartera es del 6% anual, con una volatilidad esperada menor del 15% y un m\u00e1ximo drawdown esperado de un -12%.<\/p>\n

La liquidez de la inversi\u00f3n ser\u00e1 la propia de los fondos de inversi\u00f3n por lo que se podr\u00e1n solicitar reembolsos parciales o totales en cualquier momento de la inversi\u00f3n. Asimismo el cliente podr\u00e1 realizar cuantas aportaciones adicionales desee con un m\u00ednimo de 200\u20ac.<\/p>\n

Resultados estimados de la cartera<\/h3>\n

El objetivo anual de rentabilidad de la cartera es conseguir el 4% de rentabilidad. No obstante, invirtiendo en mercados financieros esa rentabilidad no es lineal y est\u00e1 sujeta a las fluctuaciones de los mercados.<\/p>\n

En el gr\u00e1fico adjunto, con la distribuci\u00f3n actual de la cartera, podemos ver, teniendo en cuenta lo sucedido hist\u00f3ricamente, la evoluci\u00f3n de la inversi\u00f3n, as\u00ed como el escenario esperado, el m\u00e1s optimista y el m\u00e1s pesimista.<\/p>\n

<\/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][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=\u00bb8354″ 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 Gesti\u00f3n Activa Categor\u00eda Mixto Flexible Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Depositario de efectivo Banco Inversis Depositario de valores Banco Inversis Inversi\u00f3n m\u00ednima 10.000 \u20ac Comisi\u00f3n de gesti\u00f3n\u00a0anual 1,50 % Comisi\u00f3n de revalorizaci\u00f3n 10,00 % [\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row […]<\/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 FONDOS CARTERA MODERADA FONDOS - 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