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Ranked 140 out of 148 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

José Fierro

Mexican-born José Fierro is an equity fund portfolio manager at GBM Grupo Bursátil Mexicano based in Mexico City. He manages a number of Mexican equity funds for the firm using a value investment style. With over 25 years' experience as a fund manager, José graduated from the Instituto Tecnológico Autónomo de México with a degree in economics and enjoys photography and golf in his spare time.


The Fund will take advantage of opportunities in the different markets of Mexico, the United States, Brazil and Europe, given its flexibility, being able to invest in shares, Eurobonds, trackers and ETF's of debt, corporate bonds, banking or government bonds denominated in pesos and other foreign exchange. It will also invest in real estate and development trust securities, shares of equity and debt investment companies, and asset backed securities. The recommended investment horizon is one to three years.

Showing fund performance globally. You can view performance in individual jurisdictions.


Flexible Other over : 28/02/2017 - 28/02/2018
  • Rank 140/148 Total Return
  • Rank 140/148 Standard Deviation
  • Rank 147/148 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 7.9% 11.8% 7.8% -1.2% -9.3%
2016 -17.6% 5.1% -3.5% -6.8% -12.9%
2015 -18.3% -4.2% -1.9% -12.1% -1.1%
2014 7.7% -0.1% -15.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Mexico

Fund Info

  • Launch date11/02/2014
  • Share Class size64Mn
  • Base currencyMXN
  • ISIN MX52GB1B0013

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • Annual management3.00%
  • Initial investment3

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).