Global Balanced Investment Vehicle
Finlovest’s goal is to preserve shareholders’ capital, improving the risk/return ratio of its benchmarks.
It allocates 60% of the portfolio to global equities and 40% to fixed income securities.
It is flexible that offers investors quality diversification in terms of assets, sectors, geographies and currencies.
Finlovest vs Benchmark since Inception

Return 1,2

Finlovest

Benchmark

March 2018 -1,90% -1,57%
Year to date -2,60% -2,45%
Accumulated since inception 109,97% 28,71%
Annual average since inception 6,47% 1,69%


1Information as of March 31, 2018
2Past performance does not garantee future performance
Note: The benchmark is made up of 20% MSCI WORLD, 20% IBEX 35 and 20% Eurostoxx 50

How to invest?
From your financial institution, through your securities account. Is is a vehicle listed in the MAB (Spain´s Alternative Stock Market). Minimum investment: one stock.
Legal Information

ISIN: ES0138164035
Date of Incorporation: 29/03/2001
Currency: Euro
Management and Advisory Fee: (máx.) 1,67%
Performance Fee: 8.00%
Depository Fee: 0,08%

Subscription and Redemption Fee: 0.00%
Management Company: Lombard Odier Darier Hentsch G.E., SGIIC
Custodian: BNP Paribas S.A. Sucursal en España
Adviser: Invexcel Patrimonio EAFI, S.L.
Recommended Investment Period: 5 años

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Benefits of Investing in a SICAV

In addition to the inherent profitability of a securities portfolio, investing through a SICAV is a highly efficient investment formula in terms of operating costs savings and tax benefits in day-to-day operations.

Why a SICAV?