Estrategias Sugeridas
Estrategia Conservadora
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| ABLV | AB Low Vol Equity Portfolio | 15% | 6.90% | 3.98% | 7.06% | 14.85% | 7.88% | 11.37% |
| BREB | BR Emerging Markets Bond | 15% | 0.65% | -2.86% | 3.31% | 11.63% | 3.33% | 6.22% |
| JHHY | JH Horizon Global High Yield | 20% | -0.50% | -2.76% | 0.48% | 8.70% | 2.15% | 4.10% |
| MSBO | MS Global Bond | 25% | -2.54% | -1.15% | -2.60% | 4.69% | -2.00% | 5.54% |
| MSGB | MS Global Brands | 15% | -3.34% | 7.03% | -6.82% | 4.16% | 0.51% | 11.87% |
| TKAS | FT K2 Alternative Strategies | 10% | 1.65% | -2.01% | 3.74% | 7.42% | 2.53% | 3.79% |
| Promedio | 0.06% | 0.18% | 0.35% | 8.25% | 1.94% | 7.00% |
Estrategia Balanceada
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| AHLG | Man AHL Diversified Guernsey | 10% | 12.65% | 6.89% | 29.19% | 6.54% | 4.87% | 15.89% |
| BREB | BR Emerging Markets Bond | 10% | 0.65% | -2.86% | 3.31% | 11.63% | 3.33% | 6.22% |
| JHHY | JH Horizon Global High Yield | 20% | -0.50% | -2.76% | 0.48% | 8.70% | 2.15% | 4.10% |
| MSGB | MS Global Brands | 25% | -3.34% | 7.03% | -6.82% | 4.16% | 0.51% | 11.87% |
| MSGO | MS Global Opportunity | 20% | -1.18% | -2.28% | -4.73% | 19.26% | 2.46% | 19.57% |
| SCSC | SCH Global Smaller Companies | 15% | 9.92% | -3.55% | 12.93% | 13.49% | 1.31% | 15.03% |
| Promedio | 1.65% | 0.62% | 2.63% | 10.47% | 2.07% | 12.17% |
Estrategia Agresiva
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| ACEM | AB Emerging Markets Growth | 15% | 16.74% | -5.56% | 22.78% | 21.92% | 4.16% | 18.90% |
| AHLG | Man AHL Diversified Guernsey | 15% | 12.65% | 6.89% | 29.19% | 6.54% | 4.87% | 15.89% |
| INEE | NO European Equity | 15% | -0.07% | -5.28% | 5.98% | 19.47% | 6.78% | 16.60% |
| MSEC | MS EM Corp Debt | 10% | 0.91% | -1.64% | 1.47% | 8.35% | 1.83% | 3.55% |
| MSEG | MS US Growth | 25% | -2.33% | 4.52% | -9.83% | 27.61% | -4.01% | 29.16% |
| SCSC | SCH Global Smaller Companies | 20% | 9.92% | -3.55% | 12.93% | 13.49% | 1.31% | 15.03% |
| Promedio | 5.89% | -0.34% | 8.97% | 17.63% | 1.81% | 18.36% |
Estrategia Conservadora
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| BREBE | BR Emerging Markets Bond | 15% | 5.45% | -0.99% | 7.01% | 9.63% | 4.16% | 7.75% |
| JHHYE | JH Horizon Global High Yield | 20% | -1.86% | -3.15% | -1.31% | 6.76% | 0.22% | 4.09% |
| MFPWE | MFS Prudent Wealth | 15% | 10.31% | 9.73% | 6.92% | 8.65% | 3.76% | 9.57% |
| MSGBE | MS Global Brands | 15% | -5.05% | 6.50% | -8.89% | 1.95% | -1.83% | 11.87% |
| PMGBE | PIMCO Global Bond | 25% | -3.48% | -1.46% | -4.09% | 2.80% | -1.82% | 4.37% |
| TKASE | FT K2 Alternative Strategies | 10% | 0.35% | -2.30% | 1.96% | 5.57% | 0.66% | 3.77% |
| Promedio | 0.40% | 1.06% | -0.33% | 5.64% | 0.57% | 6.67% |
Estrategia Balanceada
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| AHLGE | Man AHL Diversified Guernsey | 10% | 11.16% | 7.04% | 25.41% | 3.53% | 2.26% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 1.70% | -5.66% | 5.68% | 11.79% | 2.45% | 16.28% |
| BREBE | BR Emerging Markets Bond | 10% | 5.45% | -0.99% | 7.01% | 9.63% | 4.16% | 7.75% |
| MSCBE | MS Euro Corporate Bond | 20% | -1.37% | -1.48% | -1.97% | 4.14% | -0.24% | 3.09% |
| MSGBE | MS Global Brands | 25% | -5.05% | 6.50% | -8.89% | 1.95% | -1.83% | 11.87% |
| SCSCE | SCH Global Smaller Companies | 20% | 14.53% | -1.93% | 16.18% | 10.90% | 1.58% | 14.72% |
| Promedio | 3.29% | 0.70% | 4.71% | 6.58% | 0.82% | 11.49% |
Estrategia Agresiva
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| ACEME | AB Emerging Markets Growth | 15% | 21.94% | -3.93% | 27.05% | 19.88% | 4.93% | 18.03% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 11.16% | 7.04% | 25.41% | 3.53% | 2.26% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | -2.24% | -2.16% | -1.67% | 5.31% | -1.04% | 3.54% |
| INEEE | NO European Equity | 15% | 4.35% | -3.70% | 9.68% | 17.46% | 7.54% | 14.25% |
| MSEGE | MS US Growth | 25% | 2.34% | 6.58% | -6.59% | 25.33% | -3.25% | 29.25% |
| SCSCE | SCH Global Smaller Companies | 20% | 14.53% | -1.93% | 16.18% | 10.90% | 1.58% | 14.72% |
| Promedio | 8.88% | 0.95% | 10.74% | 15.17% | 1.61% | 18.06% |
Estrategia Conservadora
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| ABHYG | AB Global High Yield | 20% | -6.18% | -4.14% | -7.07% | -0.27% | -5.15% | 4.52% |
| BRWBG | BR World Bond | 25% | -1.58% | -1.17% | -2.07% | 4.39% | -0.92% | 4.33% |
| IVSB2G | Invesco Sterling Bond | 15% | -1.54% | -0.48% | -0.95% | 5.85% | 0.83% | 5.57% |
| MFWG | MFS Prudent Wealth H | 10% | 5.72% | 7.88% | 3.51% | 10.70% | 2.99% | 9.95% |
| MSGBG | MS Global Brands | 20% | -2.96% | 7.14% | -6.29% | 4.59% | 0.58% | 11.87% |
| Promedio | -1.88% | 1.02% | -2.98% | 3.91% | -0.72% | 6.19% |
Estrategia Balanceada
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| ABHYG | AB Global High Yield | 15% | -6.18% | -4.14% | -7.07% | -0.27% | -5.15% | 4.52% |
| AHLGG | Man AHL Trend | 10% | 16.91% | 3.29% | 31.02% | 3.48% | 3.27% | 15.41% |
| JHGEG | JH Global Select | 20% | 4.07% | -3.37% | 5.10% | 14.52% | 5.44% | 12.92% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | -2.96% | 7.14% | -6.29% | 4.59% | 0.58% | 11.87% |
| MSUAG | MS US Advantage | 15% | -1.68% | 3.62% | -8.42% | 23.97% | -3.72% | 23.88% |
| Promedio | 0.35% | 2.04% | 0.40% | 7.76% | 0.42% | 12.69% |
Estrategia Agresiva
| Código | Nombre del Fondo | Asignación | Hasta la fecha | 3 meses | 1 año | 3 años anualiz. | 5 años anualiz. | 3 años de Volatilidad |
|---|---|---|---|---|---|---|---|---|
| AHLGG | Man AHL Trend | 15% | 16.91% | 3.29% | 31.02% | 3.48% | 3.27% | 15.41% |
| BRWTG | BR World Technology | 20% | 23.18% | -3.66% | 20.86% | 28.52% | 10.80% | 24.63% |
| MFEEG | MFS Emerging Markets Equity | 15% | 7.48% | -4.00% | 12.20% | 20.59% | 5.55% | 15.29% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | -2.96% | 7.14% | -6.29% | 4.59% | 0.58% | 11.87% |
| SCECG | SCH Emerging Market Hard Currency | 10% | -1.70% | -4.12% | -0.79% | 7.50% | 2.02% | 7.48% |
| Promedio | 7.10% | 0.91% | 8.71% | 11.59% | 4.90% | 15.51% |