Digital Banking

Asset Management

Investment strategies

Agility and consultancy to make your money work for you

Fixed Income

Asset Allocation

*For details on portfolio composition, place the mouse and click on the graph.

Characteristics

  • Conservative strategy: Invest 100% in fixed income instruments.
  • Important diversification in fixed, nominal, real and floating rates.
  • Attractive yields with minimum risk.
  • Ideal for conservative clients who want to preserve their assets and prefer assurance over high yields.

 

Performance

FEBRUARY 9.74%   |   TRAILING 12 MONTHS 11.80%   |   SINCE INCEPTION 10.10%

*Total Returns (as of 02/29/2024)
*Annualized Total Returns (before taxes and management fees)
*Since Inception(June 1st. 2009)

Conservative

Asset Allocation

*For details on portfolio composition, place the mouse and click on the graph.

Characteristics

  • Moderate conservative strategy: invest 92% in fixed income instruments and 8% in equity.
  • Important diversification in fixed, nominal, real and floating rates, as well as a small percentage of equity.
  • Attractive yields with low risk exposure.
  • Ideal for clients willing to accept marginal risks in exchange for higher yields.

 

Performance

FEBRUARY 7.22%   |   TRAILING 12 MONTHS 11.84%   |   SINCE INCEPTION 11.57%

*Total Returns (as of 02/29/2024)

*Annualized Total Returns (before taxes and management fees)

*Since Inception(October 3rd. 2008)

Moderate

Asset Allocation

*For details on portfolio composition, place the mouse and click on the graph.

Characteristics

  • Moderate strategy: invest 80% in fixed income instruments and 20% in equity.
  • Important diversification in fixed, nominal, real and floating rates, as well as a percentage in equity.
  • Attractive yields with medium risk exposure.
  • Ideal for clients willing to invest in all assets and to incur in greater risks in exchange for higher yields.

 

Performance

FEBRUARY 2.69%   |   TRAILING 12 MONTHS 11.28%   |   SINCE INCEPTION 13.37%

*Total Returns (as of 02/29/2024)
*Annualized Total Returns (before taxes and management fees)
*Since Inception(October 3rd. 2008)

Growth

Asset Allocation

*For details on portfolio composition, place the mouse and click on the graph.

Characteristics

  • Aggresive strategy: invest 70% in fixed income instruments and 30% in equity.
  • Important diversification in fixed, nominal, real and floating rates, as well as in equity.
  • Attractive yield with high risk exposure.
  • Ideal for clients willing to invest in all shorts of assets and accept momentary losses in exchange for higher yields in the long run.

 

Performance

FEBRUARY -1.41%   |   TRAILING 12 MONTHS 10.90%   |   SINCE INCEPTION 15.34%

*Total Returns (as of 02/29/2024)
*Annualized Total Returns (before taxes and management fees)
*Since Inception(October 3rd. 2008)

Disclaimers: The information herein was produced by Monex Operadora de Fondos, S.A. de C.V., Monex Grupo Financiero («Monex» hereafter) with public information obtained by sources considered to be trustworthy, however, there is no guarantee, explicit or inexplicit, of its reliability, therefore Monex does not offer any guarantee in terms of its precision or integrity. The content of this information  does not constitute an offer or recommendation on behalf of Monex to buy, sell or subscribe to any type of securities or to carry out specific transactions, nor does it imply , on any ground, the certification over the merit of value (s) or the solvency of issuer (s). Monex does not assume nor will it assume any obligation derived from the content of the document herein; therefore the company is not liable for any damage, harm loss or impairment of third party assets derived from investment decisions based on the content of the document herein. Past performance is no guarantee of future performanceof securities presented in this document, thus, Monex will not assume any damage that may result from the differential price of securities. Before making any decisions, the investor must consider that every investment implies risk.

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