EQUITY

Equity Investment Fund that invests actively and dynamically, through a strategic and systematic selection in the global capital markets. It carries out the distribution of its assets supported by Quant Machine Learning methodologies.

CLIENT'S PROFILE

Investors with a long-term investment horizon who prefer to participate in the global Equity markets. Your assets automatically migrate to the markets with the highest potential returns.

TYPE OF INSTRUMENTS

Equity Investment Funds, as well as ETFs and live stocks of countries, regions or companies that offer high potential for returns.

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.

EQUITY
MORNINGSTAR RATING

27 de marzo 2024

Categoría: Global Equity Large Cap

3 años – MORNINGSTAR RATING

Rating

Morningstar

3 años

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 **

Compras y Ventas hasta las 13:30 horas.

DEADLINE FOR SETTLEMENT:

24 hours (1 business day).

*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 EQUITY

Ver Detalle

Private Prospect
Fondo EQUITY

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.