INCOME

Strategic portfolio composed 100% of Diversified Debt in the Vector Debt Funds, short, medium or long term. Investments also made in Direct, Fixed Rate, Revisable or Udized Debt.

CLIENT'S PROFILE

Investors with medium or long-term investment horizon who prefer to participate exclusively in the Debt Market.

TYPE OF INSTRUMENTS

Debt Investment Funds of short, medium and long term. As well as Government and Corporate Debt Instruments of good to excellent credit quality.

INVESTMENT HORIZON

Long term.

MINIMUM TIME SUGGESTED FOR INVESTMENT

1 year.

LIQUIDITY

48 hours (2 business days).

QUALIFICATION

Credit risk
mxAAAf

Market risk
mxS2

ACQUIRERS

Physical persons.
Moral people.
Legal entities not subject to retention.

INCOME
MORNINGSTAR RATING

27 de marzo 2024

Categoría: Mexico fixed Income

5 años – MORNINGSTAR RATING

Rating

Morningstar

5 años

MORNINGSTAR STYLE BOX

Calidad Crediticia

Sensibilidad Tasa de Interés

MORNINGSTAR SUSTAINABILITY RATING
          

INCOME se calificó con 4 estrellas bajo la categoría Mexico Fixed Income. Morningstar Rating™ es solo para la serie FD; otras series pueden tener un desempeño diferente. Morningstar le informa que rentabilidades pasadas no garantizan rentabilidades futuras.

The Morningstar Style Box™ reveals a fund’s investment strategy. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend, or growth). For fixed-income funds, the vertical axis shows the credit quality of the bonds owned and the horizontal axis shows interest rate sensitivity as measured by a bond’s effective duration.
Morningstar’s Sustainability Score incorporates Sustainalytics’ company and country-level analysis. © 2022 Morningstar. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

KNOW THE OFFER

Risk / Volatility
INVESTMENT HORIZON
  • Commodq, Vectmix, Vectsic, Vectind, Vectpa, Vectusa, Equity, Nextgen
  • Dynamic
  • Balance
  • Vectusd, MXRATES
  • Vectcob
  • Vectpzo, Vecttr
  • Vectfi, INCOME
  • Vectcor
  • Vectmd
  • Vectpre
  • Vectrf

OPERATING POLICIES

PURCHASE / SALE ORDERS *

Every business day.

OPERATION SCHEDULE **

Purchases and Sales:
Until 13:30 p.m.

DEADLINE FOR SETTLEMENT:

Purchases and Sales:
48 hours (2 business days).

*The opening hours for requesting orders is the time when the Operator and Distributor Order Receiving System starts. Central Mexico Time.

PROSPECT AND DICI

General Prospect
Fondo INCOME

Ver Detalle

Private Prospect
Fondo INCOME

Ver Detalle

Document with key information
for the investment

Ver Detalle

WALLET

WEEKLY PORTFOLIO
MONTHLY PORTFOLIO

The Investment Objective Assets that make up the Investment Funds Portfolios are deposited in the S.D. INDEVAL.