{"id":7721,"date":"2022-02-18T11:07:08","date_gmt":"2022-02-18T10:07:08","guid":{"rendered":"https:\/\/prepro.gestionpatrimonios.com\/?p=7107"},"modified":"2022-07-29T07:29:48","modified_gmt":"2022-07-29T07:29:48","slug":"gestion-fondos-fund-portfolio-2","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-fund-portfolio-2\/","title":{"rendered":"GESTION FONDOS FUND PORTFOLIO 2"},"content":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb8439″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb label=\u00bb\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>\nGesti\u00f3n Activa<\/td>\n<\/tr>\n
Categor\u00eda<\/b><\/td>\nMixto Flexible global<\/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 SA<\/td>\n<\/tr>\n
Depositario de valores<\/strong><\/td>\nBanco Inversis SA<\/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>\n1,10 %<\/td>\n<\/tr>\n
Comisi\u00f3n de revalorizaci\u00f3n<\/strong><\/td>\n10 %<\/td>\n<\/tr>\n
Gestor<\/strong><\/td>\nJose Ram\u00f3n Pati\u00f1o del Olmo<\/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 activo(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>\n20,00 %<\/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>\n10,00 %<\/td>\n<\/tr>\n
Rentabilidad esperada actual<\/strong><\/td>\n10,00 %<\/td>\n<\/tr>\n
Volatilidad anualizada esperada<\/strong><\/td>\n20,00 %<\/td>\n<\/tr>\n
M\u00e1ximo drawdown esperado<\/strong><\/td>\n20,00 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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
Indice de referencia<\/strong><\/td>\nMixto flexible global<\/td>\n<\/tr>\n
Derivados(Futuros)<\/strong><\/td>\nNO<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n
Perfil de Riesgo<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Arriesgado<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/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″][vc_column_text]<\/p>\n

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

Fund Portfolio 2 es un servicio de gesti\u00f3n discrecional de cartera dirigida a aquellos inversores y ahorradores con un horizonte temporal m\u00ednimo a largo plazo (5-10 a\u00f1os) que deseen buscar una rentabilidad superior a los dep\u00f3sitos bancarios, a la renta fija p\u00fablica y a la inflaci\u00f3n, manteniendo un nivel de riesgo moderado-alto.<\/p>\n

Con un objetivo de revalorizaci\u00f3n a largo plazo, la estrategia consiste en la elecci\u00f3n de fondos de inversi\u00f3n de gestoras de elevado prestigio. 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 10%. El peso de los diferentes activos de renta fija no tendr\u00e1 un m\u00ednimo, pudiendo llegar al 100% en determinados momentos de incertidumbre.
\nLa exposici\u00f3n a fondos de renta variable no podr\u00e1 superar el 75% del valor total de la cartera.<\/p>\n

T\u00e1cticamente, podr\u00e1 invertir en cualquier activo directo de renta fija o variable para aprovechar oportunidades puntuales. El peso m\u00e1ximo de cualquier posici\u00f3n de la cartera no superar\u00e1 el 25% de la misma. El objetivo de rentabilidad de la cartera es del 10% anual, con una volatilidad esperada menor del 20% y un m\u00e1ximo drawdown esperado de un -25%.<\/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
\ninversi\u00f3n. Asimismo el cliente podr\u00e1 realizar cuantas aportaciones adicionales desee con un m\u00ednimo de 10.000\u20ac.[\/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][mifuncion1][\/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=\u00bb8439″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb label=\u00bb\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 global Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Depositario de efectivo Banco Inversis SA Depositario de valores Banco Inversis SA Inversi\u00f3n m\u00ednima 10.000 \u20ac Comisi\u00f3n de gesti\u00f3n\u00a0anual 1,10 % Comisi\u00f3n de […]<\/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":"\nGESTION FONDOS FUND PORTFOLIO 2 - 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 FONDOS FUND PORTFOLIO 2 - 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