Sigma Investment House Selección B FI

Sigma Investment House Selección FI is a global investment fund that actively manages a diversified portfolio of both stocks and bonds. It primarily invests in European Union and other OECD countries, including major markets like the United States and Japan, targeting companies of various sizes. The bond investments consist of public and private fixed income securities from OECD nations, with a mix of medium and lower credit ratings. Additionally, up to 15% of the portfolio may be allocated to emerging markets. This balanced approach aims to optimize returns while keeping overall portfolio volatility below 15% each year.