{"id":7235,"date":"2022-02-21T15:59:00","date_gmt":"2022-02-21T14:59:00","guid":{"rendered":"https:\/\/prepro.gestionpatrimonios.com\/?p=7235"},"modified":"2022-02-21T15:59:00","modified_gmt":"2022-02-21T14:59:00","slug":"smart-beta-income","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/smart-beta-income\/","title":{"rendered":"SMART BETA INCOME"},"content":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb452″ 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
SMART BETA INCOME<\/strong><\/td>\n<\/tr>\n
Informaci\u00f3n<\/strong><\/td>\nGesti\u00f3n de Carteras de Derivados<\/td>\n<\/tr>\n
Tipo de gesti\u00f3n<\/strong><\/td>\nGesti\u00f3n Alternativa<\/td>\n<\/tr>\n
Categoria<\/strong><\/td>\nGesti\u00f3n Macro<\/td>\n<\/tr>\n
Mandato de Gesti\u00f3n<\/strong><\/td>\nGesti\u00f3n de Patrimonios Mobiliarios SV SA<\/td>\n<\/tr>\n
Gestor del Modelo<\/strong><\/td>\nJos\u00e9 Manuel Miguelez<\/td>\n<\/tr>\n
Depositario de Efectivo<\/strong><\/td>\nInteractive Broker<\/td>\n<\/tr>\n
Depositario de Valores<\/strong><\/td>\nInteractive Broker<\/td>\n<\/tr>\n
Inversi\u00f3n M\u00ednima<\/strong><\/td>\n15.000,00 \u20ac<\/td>\n<\/tr>\n
Comisi\u00f3n de Gesti\u00f3n<\/strong><\/td>\n1,00%<\/td>\n<\/tr>\n
Comisi\u00f3n de Revalorizaci\u00f3n<\/strong><\/td>\n10,00 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Por favor, seleccione una forma v\u00e1lida
\n[\/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
Rentabilidad – Riesgo Anual Esperado<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Rentabilidad Esperada<\/strong><\/td>\n15,00 %<\/td>\n<\/tr>\n
Max. Drawdown Esperado<\/strong><\/td>\n-25,00 %<\/td>\n<\/tr>\n
Volatilidad Actual Esperada<\/strong><\/td>\n30,00 %<\/td>\n<\/tr>\n
Apalancamiento Medio Esp<\/strong><\/td>\n2,5 vez (250,00 %)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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 M\u00e1xima por valor<\/strong><\/td>\n900,00 %<\/td>\n<\/tr>\n
Exposici\u00f3n Divisa no Euro M\u00e1ximo<\/strong><\/td>\n900,00 %<\/td>\n<\/tr>\n
Derivados<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Apalancamiento m\u00e1ximo<\/strong><\/td>\n9 veces (900 %)<\/td>\n<\/tr>\n
Posiciones Bajistas<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Volatilidad anualizada m\u00e1ximo<\/strong><\/td>\n16,00 %<\/td>\n<\/tr>\n<\/tbody>\n\n\n\n\n\n
Perfil de Riesgo<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Arriegado – Muy Arriesgado<\/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

Comentario del gestor<\/h2>\n

El objetivo del Modelo SMART BETA INCOME es la revalorizaci\u00f3n del capital a largo plazo realizando inversiones en el mercado de Renta Variable mundial, principalmente zona EURO y USA obteniendo rendimiento positivos independientemente de la
\nevoluci\u00f3n de los mercados. El universo de inversi\u00f3n est\u00e1 formado por los principales \u00edndices de RV de la OCDE, dado que las inversiones se realizan en Zona Euro y Estados Unidos principalmente y Jap\u00f3n, Reino Unido y Suiza ocasionalmente.
\nEl horizonte de inversi\u00f3n recomendado es del al menos tres a\u00f1os. Se trata de un modelo que combina estrategias tendenciales, de Volatilidad, Arbitraje de mercados y de Mean Reversi\u00f3n que busca las ineficiencias en la indexaci\u00f3n de los
\nmercados de RV para obtener beneficios a trav\u00e9s de un sistema de operativa con derivados y un reparto del riesgo potencial en la cartera. La estrategia puede usar DERIVADOS a modo de inversi\u00f3n principalmente y como cobertura, pudiendo
\nllevar a cabo operaciones con CFDs, ETFs y Acciones al contado igualmente. En condiciones normales de mercado, la gesti\u00f3n tiene un apalancamiento comprendido entre 2 y 3 veces, si bien no se descartan picos puntuales de apalancamiento
\npor gesti\u00f3n de la volatilidad con un m\u00e1ximo de 9 veces en condiciones extremas de volatilidad. El Modelo SMART BETA INCOME se engloba dentro de la categor\u00eda de RV teniendo una rentabilidad anual esperada del +15%, con una volatilidad anualizada
\ndel 30%.<\/p>\n

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

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