Open-Ended Collective Investment Fund with AM Global Balanced Strategy Permanent Pact
This fund is aimed at providing its investors, both natural and legal persons, with a sight investment alternative with a medium risk profile, thanks to an active management in fixed and variable income instruments in global markets that seeks to obtain the best market opportunities.
Annual profitability
Risk Sacale
Type of fund
8 - 13.1%
Medium
Open with permanence pact
Key Savings Account Features
First year
Third year
Fund volatility
+13.14%
15.81%
Sharpe Ratio Fund
-0.80
0.01
Informaición Ratio
0.66
0.03
Tracking Error
+4.73%
+4.49%
Correlation
0.93
0.96
Alpha
0.01%
0.00%
Beta
0.95
1.04
Required Documents for Application
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DNI Card is Mandatory
Completed Application Form
Non Resident [Passpost, Visa, Social Security Number]
Resident [Identification Documents]
Open-Ended Collective Investment Fund with AM Global Balanced Strategy Permanent Pact