Solventis Zeus Patrimonio Global GD FI header image

Solventis Zeus Patrimonio Global GD FI

Fund

ISIN ES0117105017 / Valor null

NAV (2025-02-07)
EUR 11.26-0.58%

Solventis Zeus Patrimonio Global GD FI
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General Objective

The fund aims to achieve an average annual return of 5-10%, with an annual volatility of less than 9% in current market conditions. It follows traditional and alternative management techniques without a benchmark index, investing between 50% and 100% of its assets in equities and financial investment funds, with a maximum of 30% in non-harmonized funds.

Fund Exposure

The fund primarily invests in a mix of equity and fixed income assets, with a maximum of 40% exposure to emerging markets. In terms of equity, it invests in companies of any size and sector, while fixed income investments focus on high and medium-quality issuances, with up to 10% in lower-quality bonds. The fund may also use derivatives for hedging and investment purposes.

Risks

Investors should be aware that this fund may not be suitable for those looking to withdraw their investment within a timeframe of less than 3 years. Additionally, the fund's exposure to emerging markets and use of derivatives could introduce additional risks to the investment.

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Source

https://solventis.es/en/management/solventis-zeus-en/

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OTHER SHARE CLASSES OF THIS FUND

Solventis Zeus Patrimonio Global R FI
Solventis Zeus Patrimonio Global R FI Solventis Zeus Patrimonio Global R FI
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Annual Return

-50%0%+50%

Risk level

110
0.16%EUR 11.10