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GBM 105 SA de CV SIRV A

Ranked 129 out of 140 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 invests in stocks, eurobonds, trackers and Exchange Traded Funds of debt, bond type, not necessarily guaranteed capital, or derivatives with underlyings referred to stocks, rates, currencies or other assets considered in the corresponding investment policy, and in the different markets of Mexico, the United States, Brazil and Europe. The Fund can also invest in real estate trust and development titles, it can also invest in stocks of equity and fixed income mutual funds and in 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 : 31/12/2016 - 31/12/2017
  • Rank 129/140 Total Return
  • Rank 131/140 Standard Deviation
  • Rank 133/140 Max Drawdown
Fund Name Currency Loss
131 GBM 103 SA de CV SIRV B USD

-7.1%

132 GBM 102 SA de CV SIRV B USD

-7.2%

133 GBM 105 SA de CV SIRV A USD

-8.0%

134 GBM 104 SA de CV SIRV A USD

-10.4%

135 Sauro Capital Fund SA de CV FIRV A USD

-11.0%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 8.3% 8.7% 2.6% 1.8% -4.5%
2016 -8.7% 4.9% -6.6% -1.7% -5.1%
2015 11.2% 5.9% -3.1% 11.0% -2.4%
2014 -2.2% -3.5% -9.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Mexico

Fund Info

  • Launch date04/02/2014
  • Share Class size01Mn
  • Base currencyMXN
  • ISIN MX52GB1F0001

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.10%
  • Initial investment0.099

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