Bestinver Tordesillas SICAV Iberia Long-Short A EUR CapRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 30/11/2023 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
![]() | Fondo | -0,3 | 4,8 | 6,9 | -9,9 | 2,2 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-Ind | - | - | - | - | - |
Categoría: RV Long/Short Otros | ||||||
Benchmark de la Categoría: - |
Estadística Rápida | ||
VL 30/11/2023 | EUR 11,17 | |
Cambio del día | -0,04% | |
Categoría Morningstar™ | RV Long/Short Otros | |
ISIN | LU1375654800 | |
Patrimonio (Mil) 30/11/2023 | EUR 18,50 | |
Patrimonio Clase (Mil) 30/11/2023 | EUR 0,44 | |
Comisión Máx. Suscripción | 5,00% | |
Gastos Corrientes 31/12/2022 | 2,10% |
Objetivo de inversión: Bestinver Tordesillas SICAV Iberia Long-Short A EUR Cap |
The Sub-Fund aims to achieve capital appreciation over the long term by investing in equities and equity related securities, in such a way that risk (notably downside risk) is substantially reduced. With its market hedging approach, the Fund aims to keep the volatility under 8% (12-month rolling daily returns’ volatility). Long investments are based on a fundamental stock picking, focused on gaining exposure to those companies with best expectations while short synthetic positions will aim to capture down-trend performance from those companies with worst expectations, under a deep and strict control of the performance. In addition, market risk is hedged mainly by selling index futures in order to adapt the net exposure to the manager's expectations and macro environment. No guarantee may be granted that the investment objective will be achieved. |
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
Ricardo Seixas 17/03/2016 | ||
Creación del fondo 15/06/2016 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
Sin benchmark | - |
Target Market | ||||||||||||||||||||
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Qué posee el fondo Bestinver Tordesillas SICAV Iberia Long-Short A EUR Cap | 30/09/2023 |
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5 mayores posic. | Sector | % |
![]() | ![]() | 10,73 |
![]() | ![]() | 9,43 |
![]() | ![]() | 9,37 |
![]() | ![]() | 6,37 |
![]() | ![]() | 5,87 |
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Bestinver Tordesillas SICAV Iberia Long-Short A EUR Cap |