Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

+Tasa Activo SA de CV SIRV A

Ranked 85 out of 140 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Jorge Campero

Objective

The Fund's investment strategy is to combine dynamically in the acquisition of stocks, government, banking and corporate instruments, Exchange Traded Funds and/or Titles referenced to Stocks (Trac's) listed in the International System of Prices and in the Mexican Stock Exchange, and/or Stocks representatives of national or foreign fixed income and equity mutual funds, denominated in pesos or in other currencies and bank demand deposits in financial entities, including foreign, seeking at all times to maximize the expected value of the investments complying with the diversification of the portfolio.

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

Performance

Flexible Other over : 31/12/2016 - 31/12/2017
  • Rank 85/140 Total Return
  • Rank 59/140 Standard Deviation
  • Rank 50/140 Max Drawdown
Fund Name Currency Return
83 Nowo Fund USD

16.7%

84 FondNavigator 0-100 USD

16.7%

85 +Tasa Activo SA de CV SIRV A USD

16.6%

86 Fondvaljaren Trend USD

16.6%

87 Soderberg & Partners SICAV II Trygghet 85 TL SEK USD

16.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 16.6% 9.8% 3.9% 3.1% -0.8%
2016 -1.0% 0.7% -5.6% 2.1% 2.0%
2015 -13.3% -1.8% -2.8% -9.9% 0.9%
2014 -4.3% -1.3% 3.6% 1.1% -7.4%
2013 2.4% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Mexico

Fund Info

  • Launch date27/06/2013
  • Share Class size01Mn
  • Base currencyMXN
  • ISIN MX52TA050002

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment1.999

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