Balance

Equity portfolio with a balanced exposure to the Equities Market. Investment 70% Debt and 30% Equity.

CLIENT'S PROFILE

Investors seeking to increase the value of their assets in the long term by participating moderately in the Capital Market.

TYPE OF INSTRUMENTS

Debt and Equity Investment Funds, as well as short, medium and long term Government Securities, Equity Securities that are listed on the Mexican Stock Exchange (BMV) and listed on the International Quotation System (SIC).

INVESTMENT HORIZON

Long 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.

BALANCE
MORNINGSTAR RATING

27 de marzo 2024

Categoría: Cautious Allocation

3 años – MORNINGSTAR RATING

Rating

Morningstar

3 años

MORNINGSTAR STYLE BOX
MORNINGSTAR SUSTAINABILITY RATING
          

BALANCE se calificó con 5 estrellas bajo la categoría Cautious Allocation. Morningstar Rating™ es solo para la serie XD; 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 1:00 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
Balance Fund

Ver Detalle

Private Prospect
Balance Fund

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.