MXRATES

Equity fund that invests mainly in international debt instruments, mostly from the United States, through ETFs with the European UCIT modality, which provides higher net benefits compared to short-term debt in Mexico.

CLIENT'S PROFILE

Conservative investors looking to outperform the local debt market.

Tipo de instrumentos

International debt instruments through ETFs with the European UCIT modality.

INVESTMENT HORIZON

Medium term.

MINIMUM TIME SUGGESTED FOR INVESTMENT

1 year.

LIQUIDITY

48 hours (2 business days).

QUALIFICATION

Does not apply.

ACQUIRERS

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

MXRATES
MORNINGSTAR RATING

27 de marzo 2024

Categoría: Miscellaneous

MORNINGSTAR STYLE BOX
MORNINGSTAR SUSTAINABILITY RATING
          
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:

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 MXRATES

Ver Detalle

Private Prospect
Fondo MXRATES

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.