{"id":7724,"date":"2022-02-18T13:19:10","date_gmt":"2022-02-18T12:19:10","guid":{"rendered":"https:\/\/prepro.gestionpatrimonios.com\/?p=7120"},"modified":"2023-02-07T11:21:12","modified_gmt":"2023-02-07T11:21:12","slug":"gestion-fondos-cartera-moderada","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-cartera-moderada\/","title":{"rendered":"GESTION FONDOS CARTERA MODERADA"},"content":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb8374″ 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
Informaci\u00f3n<\/b><\/td>\nGesti\u00f3n de Carteras<\/td>\n<\/tr>\n
Tipo de gesti\u00f3n<\/b><\/td>\nGesti\u00f3n Discrecional de Carteras<\/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
Gestor del modelo<\/strong><\/td>\nRicardo Gonz\u00e1lez<\/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>\n1,0 %<\/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
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)(4)<\/strong><\/td>\n10 %<\/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>\n5,00 %<\/td>\n<\/tr>\n
Rentabilidad esperada actual<\/strong><\/td>\n3,50 %<\/td>\n<\/tr>\n
Max. Drawdown Esperado(5)<\/strong><\/td>\n15,00 %<\/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>\n<\/tbody>\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][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

Comentario del gestor<\/h2>\n

Cartera moderada es un servicio de gesti\u00f3n discrecional de cartera dirigida a aquellos ahorradores con un horizonte temporal m\u00ednimo a medio plazo (4.5 a\u00f1os) que deseen buscar una rentabilidad superior a los dep\u00f3sitos bancarios y la renta fija p\u00fablica, manteniendo un nivel de riesgo bajo o 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 5%. El peso de los diferentes activos se ir\u00e1 modificando en funci\u00f3n de las distintas variables macro, pero tendr\u00e1 como l\u00edmite invertir un 50% en activos de renta variable<\/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

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 5% anual, con una volatilidad esperada menor del 15% y un m\u00e1ximo drawdownn esperado de un -10%.<\/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 1000\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][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 30\/01\/2023<\/span>\n <\/th>\n		–<\/td>\n–<\/td>\n–<\/td>\n4,10%<\/td>\n7,03%<\/td>\n-21,13%<\/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-6,02%<\/td>\n-3,52%<\/td>\n-0,55%<\/td>\n-3,49%<\/td>\n-2,12%<\/td>\n-4,61%<\/td>\n4,21%<\/td>\n-3,01%<\/td>\n-5,01%<\/td>\n2,04%<\/td>\n2,96%<\/td>\n-3,77%<\/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=\u00bb8374″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text] Informaci\u00f3n Gesti\u00f3n de Carteras Tipo de gesti\u00f3n Gesti\u00f3n Discrecional de Carteras Categor\u00eda Mixto Flexible Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Gestor del modelo Ricardo Gonz\u00e1lez Depositario de efectivo Banco Inversis Depositario de valores Banco Inversis Inversi\u00f3n m\u00ednima 10.000 \u20ac Comisi\u00f3n de gesti\u00f3n\u00a0anual 1,0 % 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":[19],"tags":[],"featured_image_src":{"landsacpe":false,"list":false,"medium":false,"full":false},"yoast_head":"\nGESTION FONDOS CARTERA MODERADA - 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 CARTERA MODERADA - GESTION PATRIMONIOS\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb8374″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text] Informaci\u00f3n Gesti\u00f3n de Carteras Tipo de gesti\u00f3n Gesti\u00f3n Discrecional de Carteras Categor\u00eda Mixto Flexible Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Gestor del modelo Ricardo Gonz\u00e1lez Depositario de efectivo Banco Inversis Depositario de valores Banco Inversis Inversi\u00f3n m\u00ednima 10.000 \u20ac Comisi\u00f3n de gesti\u00f3n\u00a0anual 1,0 % Comisi\u00f3n de […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-cartera-moderada\/\" \/>\n<meta property=\"og:site_name\" content=\"GESTION PATRIMONIOS\" \/>\n<meta property=\"article:published_time\" content=\"2022-02-18T12:19:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-07T11:21:12+00:00\" \/>\n<meta name=\"author\" content=\"gpmadmin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"gpmadmin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-cartera-moderada\/\",\"url\":\"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-cartera-moderada\/\",\"name\":\"GESTION FONDOS CARTERA MODERADA - 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GESTION PATRIMONIOS","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"es_ES","og_type":"article","og_title":"GESTION FONDOS CARTERA MODERADA - GESTION PATRIMONIOS","og_description":"[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb8374″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text] Informaci\u00f3n Gesti\u00f3n de Carteras Tipo de gesti\u00f3n Gesti\u00f3n Discrecional de Carteras Categor\u00eda Mixto Flexible Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Gestor del modelo Ricardo Gonz\u00e1lez Depositario de efectivo Banco Inversis Depositario de valores Banco Inversis Inversi\u00f3n m\u00ednima 10.000 \u20ac Comisi\u00f3n de gesti\u00f3n\u00a0anual 1,0 % Comisi\u00f3n de […]","og_url":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-cartera-moderada\/","og_site_name":"GESTION PATRIMONIOS","article_published_time":"2022-02-18T12:19:10+00:00","article_modified_time":"2023-02-07T11:21:12+00:00","author":"gpmadmin","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"gpmadmin","Tiempo de lectura":"3 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-cartera-moderada\/","url":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-fondos-cartera-moderada\/","name":"GESTION FONDOS CARTERA MODERADA - 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