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GBM 102 SA de CV SIRV B

Ranked 150 out of 157 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.

Objective

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.

Performance

Flexible Other over : 31/05/2017 - 31/05/2018
  • Rank 150/157 Total Return
  • Rank 154/157 Standard Deviation
  • Rank 151/157 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.5%
2017 13.5% 10.7% 1.0% 5.6% -3.9%
2016 -1.5% 9.0% -11.8% 2.0% 0.4%
2015 -12.7% -0.7% 1.5% -10.0% -3.8%
2014 7.4% 0.8% -14.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Mexico

Fund Info

  • Launch date21/02/2014
  • Share Class size2,071Mn
  • Base currencyMXN
  • ISIN MX52GB1D0011

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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