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Riva y García Financial Group > Asset Management > Asset Management > Products > Funds > RyG Selec.Universal  

RyG Selección Universal

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Fund Profile:

  • Profile: Global Fund of funds
  • Fund philosophy: Riva y Garcia Selección Universal aims to provide capital gains and enable investors to benefit from growth in the equity, fixed income, money market and alternative markets across a policy of funds selection in each market and asset allocation strategies. The fund is active on all major markets worldwide and invests mainly in equity, fixed income, money market and alternative investments
  • Investment criteria: the investment process starts with “Escenario y Estrategia de mercados” of Riva y García Financial Group, which is the basis of the investment strategy, asset allocation decisions, weight among countries and currency investments. The fund picking is mainly based upon a quantity criteria using internal valuation methods and third party opinions and a quality criteria. Finally, the direct contact with the managing companies of the funds provides the information most detailed and updated of the funds and of the best products that exist on the market
  • Risk profile: Very high (according to CNMV)
  • The fund addressed the investor who pursue obtain attractive profitability in medium-long term with a risk profile very high
  • Minimun recommended period remaining in the fund: 3 years
  • Denominated in Euros
  • Accumulation fund
  • Minimum investment: 6,00 Euros
  • Depositary Bank: BNP Paribas Securities Services
  • Auditor: Deloitte Auditores
  • Inception: September 28th, 2007
  • ISIN Code: ES0173983000
  • Bloomberg ticker: RYGSELU SM

Evolution Benchmark vs. Selección Universal (30/09/07 - 30/06/10)

Performance:

 

2007

2008

2009

30-sep-10

Riva y García Selección Universal

2,19%

-17,18%

12,59%

3,68%

 

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