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Ranked 125 out of 158 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 : 30/09/2017 - 30/09/2018
  • Rank 125/158 Total Return
  • Rank 153/158 Standard Deviation
  • Rank 153/158 Max Drawdown
Fund Name Currency Return
123 Fondvaljaren Trend USD


124 UniRak Emerging Markets A USD


125 GBM 102 SA de CV SIRV B USD


126 Lannebo Komplett USD


127 Maj Invest Makro USD


Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 4.5% -12.2% 7.9%
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 size2,021Mn
  • Base currencyMXN
  • ISIN MX52GB1D0011

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • Annual management1.00%
  • Initial investment0.00%

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