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+Tasa Activo SA de CV FIRV A

Ranked 124 out of 152 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 : 30/11/2017 - 30/11/2018
  • Rank 124/152 Total Return
  • Rank 135/152 Standard Deviation
  • Rank 109/152 Max Drawdown
Fund Name Currency Return
122 Quant Global Strategy A USD

-11.7%

123 Novo Aktywnej Alokacji USD

-11.7%

124 +Tasa Activo SA de CV FIRV A USD

-12.0%

125 Fidosa Fund BLUE USD

-12.1%

126 SEF SICAV Part II Mobilis Mix R USD

-12.2%

Fund Name Currency Loss
107 AMREGO I SICAV Contrarian 65 A SEK Cap USD

-16.4%

107 Othania Invest A/S USD

-16.4%

109 +Tasa Activo SA de CV FIRV A USD

-16.5%

110 Mansard Principal Asset Allocation A GBP USD

-16.6%

111 Camax USD

-16.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.4% -5.4% 6.4%
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. 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 investment0.00%

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