Gestión Boutique VII Gesfund Aqua FI

Gestión Boutique VII Gesfund Aqua FI is a global investment fund led by D. Joaquín Blanco Toledo that primarily invests in large-cap stocks to track the S&P 500 Total Return Index while keeping annual volatility below 15%. The portfolio allocates between 0% and 100% to equities, focusing mainly on high-cap companies with some medium-cap exposure, and the remaining investments are in a diversified mix of public and private fixed income securities, including liquid money market instruments. The fund predominantly invests in OECD countries, allows up to 10% in emerging markets, and can include up to 10% in financial investment funds. It maintains high credit quality for fixed income holdings, ensuring most investments are rated at least BBB-.