{"id":9815,"date":"2023-03-02T07:57:21","date_gmt":"2023-03-02T07:57:21","guid":{"rendered":"https:\/\/gpmsv.com\/gestionpatrimonios\/?p=9815"},"modified":"2023-06-05T09:03:33","modified_gmt":"2023-06-05T09:03:33","slug":"gestion-inversimply-dinamica-indexada","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-inversimply-dinamica-indexada\/","title":{"rendered":"GESTI\u00d3N INVERSIMPLY DIN\u00c1MICA INDEXADA"},"content":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb9821″ 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<\/strong><\/td>\nGesti\u00f3n Pasiva<\/td>\n<\/tr>\n
Categor\u00eda<\/b><\/td>\nAlternativa<\/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>\n3.000 \u20ac<\/td>\n<\/tr>\n
Comisi\u00f3n de gesti\u00f3n anual<\/b><\/td>\n0,65 %<\/td>\n<\/tr>\n
Comisi\u00f3n de revalorizaci\u00f3n<\/strong><\/td>\n0,00 %<\/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>\n35,00 %<\/td>\n<\/tr>\n
Exposici\u00f3n Divisa no Euro<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Volatilidad anualizada (m\u00e1ximo)<\/strong><\/td>\n30,00 %<\/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>\n8,00 %<\/td>\n<\/tr>\n
Rentabilidad esperada actual<\/strong><\/td>\n6,00 %<\/td>\n<\/tr>\n
Volatilidad anualizada esperada<\/strong><\/td>\n20,00 %<\/td>\n<\/tr>\n
M\u00e1ximo drawdown esperado<\/strong><\/td>\n30,00 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\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
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 link=\u00bburl:https%3A%2F%2Fgpmsv.com%2Fgestionpatrimonios%2Fwp-content%2Fuploads%2Fsites%2F3%2F2023%2F06%2FFICHA-CUMPLIMIENTO-CARTERA-DINAMICA-INDEXADA-INVERSIMPLY.pdf\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb4\/6″][vc_column_text]<\/p>\n

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

Cartera Inversimply din\u00e1mica indexada es un servicio de gesti\u00f3n discrecional de cartera dirigida a aquellos ahorradores con un horizonte temporal <\/b>superior a los 5 a\u00f1os que deseen buscar una rentabilidad alta, con un nivel de riesgo alto.<\/p>\n

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

Para ello, invertir\u00e1 a trav\u00e9s de fondos de renta fija y renta variable con el objetivo de rentabilidad anual media del 8%. <\/b><\/p>\n

La cartera invierte aproximadamente un 30% en renta fija (gubernamental y corporativa), y el restante 70% en renta variable nacional e internacional. 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

El objetivo de rentabilidad de la cartera es del 8% anual, con una volatilidad esperada menor del 20% y un m\u00e1ximo drawdownn esperado de un -30%.<\/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 100\u20ac.<\/p>\n

 <\/p>\n

\n
\n

 <\/p><\/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_tta_section][\/vc_tta_tabs][\/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=\u00bb9821″ 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 Pasiva Categor\u00eda Alternativa 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 3.000 \u20ac Comisi\u00f3n de gesti\u00f3n anual 0,65 % Comisi\u00f3n de revalorizaci\u00f3n 0,00 […]<\/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":"\nGESTI\u00d3N INVERSIMPLY DIN\u00c1MICA INDEXADA - 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=\"GESTI\u00d3N INVERSIMPLY DIN\u00c1MICA INDEXADA - 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