Gesiuris Patrimonial FI has a Global Investment policy. Its management method corresponds to what is classified as Flexible Mixed.
It invests in equities, fixed income and monetary assets, although the main source of value is equities. Investments are mainly in large-cap companies with high solvency. Cash investments are complemented by derivative positions.
Under normal conditions, equity exposure is between 40% and 80% of the Fund’s assets and is adjusted according to market conditions and asset valuations.
The Fund has a Class A unit class intended for the general public and a Class C unit class intended for unitholders subscribing to units under a Discretionary Portfolio Management or independent advisory contract, as well as other CIS of the Asset Management Company’s own group.
* The performance shown is net of fees.
On 03/18/2016 the Fund modified essential elements of its investment policy.
