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GBM 104 SA de CV SIRV A

Ranked 40 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.

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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 5.6% -2.4% 5.9%
2017 10.9% 13.8% 3.5% 0.6% -6.3%
2016 -12.8% 5.2% -5.2% -1.9% -10.9%
2015 -0.2% 3.9% -3.7% -3.5% 3.4%
2014 -2.2% -3.5% -7.9%

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 MX52GB1C0004

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.10%
  • Initial investment0.00%

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