Fonvalcem B FI

Fonvalcem FI primarily invests in international equities, allocating over 75% of its portfolio to stocks from OECD countries across various sectors and market capitalizations, including large, mid, and small companies. Up to 30% of its investments can be in other financial investment institutions, whether part of the same management group or not. The remaining portion of the portfolio is dedicated to short-term fixed income instruments, specifically repurchase agreements on public debt from eurozone issuers with high credit ratings. Additionally, more than 35% of the fund’s assets may be held in securities issued or guaranteed by European Union states, regional governments, local entities, or international organizations. This diversified approach allows Fonvalcem FI to balance growth potential with financial stability.