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% | 4.26% | 1.38% | 17.04% | 6.07% | 8.34% | 13.11% |
| BREB | BR Emerging Markets Bond | 15% | 1.87% | 3.02% | 16.91% | -1.49% | 0.93% | 10.48% |
| JHHY | JH Horizon Global High Yield | 20% | 2.00% | 1.48% | 9.74% | -1.35% | 2.26% | 6.10% |
| MSBO | MS Global Bond | 25% | -4.06% | -2.35% | -2.49% | -6.65% | -1.73% | 7.26% |
| MSGB | MS Global Brands | 15% | 0.12% | -2.20% | 6.12% | 1.70% | 7.22% | 14.73% |
| TKAS | FT K2 Alternative Strategies | 10% | 4.46% | 3.66% | 5.82% | -0.67% | 1.39% | 3.99% |
| Promedio | 0.77% | 0.40% | 7.92% | -1.06% | 2.63% | 9.18% |
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% | 16.88% | 16.00% | 16.35% | 6.42% | 9.01% | 17.26% |
| BREB | BR Emerging Markets Bond | 10% | 1.87% | 3.02% | 16.91% | -1.49% | 0.93% | 10.48% |
| JHHY | JH Horizon Global High Yield | 20% | 2.00% | 1.48% | 9.74% | -1.35% | 2.26% | 6.10% |
| MSGB | MS Global Brands | 25% | 0.12% | -2.20% | 6.12% | 1.70% | 7.22% | 14.73% |
| MSGO | MS Global Opportunity | 20% | 8.17% | 3.80% | 32.76% | -4.65% | 9.02% | 26.74% |
| SCSC | SCH Global Smaller Companies | 15% | -0.30% | 0.64% | 3.42% | -4.77% | 3.32% | 17.45% |
| Promedio | 3.89% | 2.50% | 13.87% | -1.00% | 5.55% | 15.64% |
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% | 2.48% | 3.96% | 6.28% | -10.16% | 0.25% | 18.22% |
| AHLG | Man AHL Diversified Guernsey | 15% | 16.88% | 16.00% | 16.35% | 6.42% | 9.01% | 17.26% |
| INEE | NO European Equity | 15% | 6.25% | 6.46% | 9.98% | -0.07% | 4.67% | 18.02% |
| MSEC | MS EM Corp Debt | 10% | 1.75% | 1.56% | 8.35% | -1.50% | 0.81% | 5.58% |
| MSEG | MS US Growth | 25% | -2.96% | -1.01% | 23.94% | -19.41% | 3.21% | 42.59% |
| SCSC | SCH Global Smaller Companies | 20% | -0.30% | 0.64% | 3.42% | -4.77% | 3.32% | 17.45% |
| Promedio | 3.22% | 3.99% | 12.40% | -6.53% | 3.64% | 22.72% |
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% | 4.45% | 4.63% | 20.22% | 2.55% | 1.76% | 8.84% |
| JHHYE | JH Horizon Global High Yield | 20% | 1.52% | 1.11% | 7.79% | -3.09% | 0.37% | 6.09% |
| MFPWE | MFS Prudent Wealth | 15% | 0.73% | -0.16% | 8.97% | 2.02% | 4.00% | 6.70% |
| MSGBE | MS Global Brands | 15% | -0.44% | -2.65% | 3.95% | -0.57% | 4.84% | 14.71% |
| PMGBE | PIMCO Global Bond | 25% | -1.59% | -0.67% | 0.68% | -4.36% | -1.63% | 4.72% |
| TKASE | FT K2 Alternative Strategies | 10% | 4.03% | 3.30% | 3.82% | -2.34% | -0.46% | 4.02% |
| Promedio | 1.02% | 0.66% | 7.08% | -1.34% | 1.21% | 7.34% |
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% | 16.71% | 15.92% | 13.94% | 4.76% | 7.22% | 17.39% |
| BRCEE | BR Continental European Flexible | 15% | 8.86% | 8.04% | 14.64% | 3.81% | 11.50% | 17.88% |
| BREBE | BR Emerging Markets Bond | 10% | 4.45% | 4.63% | 20.22% | 2.55% | 1.76% | 8.84% |
| MSCBE | MS Euro Corporate Bond | 20% | -0.08% | 0.24% | 6.46% | -2.64% | -0.48% | 5.06% |
| MSGBE | MS Global Brands | 25% | -0.44% | -2.65% | 3.95% | -0.57% | 4.84% | 14.71% |
| SCSCE | SCH Global Smaller Companies | 20% | 1.96% | 2.18% | 6.02% | -1.31% | 3.62% | 14.44% |
| Promedio | 3.71% | 3.08% | 9.10% | 0.37% | 4.46% | 12.88% |
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% | 4.54% | 5.06% | 8.68% | -6.52% | 1.00% | 16.02% |
| AHLGE | Man AHL Diversified Guernsey | 15% | 16.71% | 15.92% | 13.94% | 4.76% | 7.22% | 17.39% |
| BRMCE | BR EM Corporate Bond | 10% | 0.65% | 0.93% | 4.51% | -4.29% | -0.70% | 5.66% |
| INEEE | NO European Equity | 15% | 8.39% | 7.43% | 12.43% | 3.97% | 5.45% | 14.01% |
| MSEGE | MS US Growth | 25% | -0.56% | 0.47% | 27.41% | -16.11% | 4.05% | 39.89% |
| SCSCE | SCH Global Smaller Companies | 20% | 1.96% | 2.18% | 6.02% | -1.31% | 3.62% | 14.44% |
| Promedio | 4.76% | 4.91% | 13.77% | -4.39% | 3.72% | 20.54% |
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% | -1.34% | -1.34% | 1.97% | -7.14% | -5.67% | 7.07% |
| BRWBG | BR World Bond | 25% | -2.14% | -1.35% | 1.01% | -4.16% | -1.11% | 5.06% |
| IVSB2G | Invesco Sterling Bond | 15% | -0.82% | 0.93% | 6.21% | -1.27% | 1.21% | 7.36% |
| MFWG | MFS Prudent Wealth H | 10% | -1.03% | -0.98% | 6.78% | -2.05% | 2.80% | 8.66% |
| MSGBG | MS Global Brands | 20% | 0.25% | -2.12% | 6.40% | 1.51% | 6.60% | 14.72% |
| Promedio | -0.98% | -0.99% | 3.54% | -2.56% | 0.37% | 7.59% |
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% | -1.34% | -1.34% | 1.97% | -7.14% | -5.67% | 7.07% |
| AHLGG | Man AHL Trend | 10% | 9.78% | 11.49% | 11.07% | 2.91% | 4.61% | 13.02% |
| JHGEG | JH Global Equity | 20% | 13.12% | 10.73% | 23.23% | 5.56% | 9.54% | 14.36% |
| MFEDG | MFS Emerging Markets Debt | 15% | -1.56% | 4.52% | 1.16% | -1.32% | 1.24% | 8.92% |
| MSGBG | MS Global Brands | 25% | 0.25% | -2.12% | 6.40% | 1.51% | 6.60% | 14.72% |
| MSUAG | MS US Advantage | 15% | -0.36% | -1.56% | 23.08% | -17.57% | 0.36% | 38.26% |
| Promedio | 3.18% | 3.01% | 11.28% | -2.12% | 3.41% | 15.99% |
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% | 9.78% | 11.49% | 11.07% | 2.91% | 4.61% | 13.02% |
| BRWTG | BR World Technology | 20% | 9.95% | 1.42% | 36.57% | 1.48% | 15.57% | 22.64% |
| MFEEG | MFS Emerging Markets Equity | 15% | 2.93% | 5.38% | 9.23% | -7.76% | -1.52% | 16.28% |
| MFEV2G | MFS European Value | 15% | -1.93% | 2.47% | -1.93% | 2.55% | 7.16% | 15.08% |
| MSGBG | MS Global Brands | 25% | 0.25% | -2.12% | 6.40% | 1.51% | 6.60% | 14.72% |
| SCECG | SCH Emerging Market Hard Currency | 10% | 2.51% | 5.43% | 8.96% | -0.17% | -0.03% | 8.11% |
| Promedio | 3.92% | 3.20% | 12.57% | 0.31% | 6.30% | 15.68% |