Digital Banking

Asset Management

USD Investment strategies

Investment in international markets through ETFs

USD Fixed Income

Asset Allocation

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

Characteristics

  • Dynamic strategy that invests 100% in debt.
  • Ideal for clients with a conservative profile looking to invest their assets in US dollar fixed income.
  • 100% invested in ETF's listed in Mexico through the SIC.
  • Low duration risk.
  • Low credit risk..

 

Performance

FEBRUARY 5.22%   |   TRAILING 12 MONTHS 4.91%   |   SINCE INCEPTION 1.97%

*Total Returns in US dollars (as of 02/29/2024)
*Annualized Total Returns (before taxes and management fees)
*Since Inception(December 06, 2018)

Global Equity

Asset Allocation

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

Characteristics

  • Invest up to 100% in equity.
  • Invest at least 90% in equity (primarily in ETFs, with space up to 10% in shares).
  • It is an active portfolio.
  • It does not invest in leveraged or inverse ETFs.
  • It has a long-term investment horizon.

 

Performance

FEBRUARY 3.04%   |   TRAILING 12 MONTHS 12.70%   |   SINCE INCEPTION 45.15%

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

Conservative Global Strategy

Asset Allocation

Characteristics

  • High concentration in fixed income ETFs: Invest 80% in the USD Fixed Income portfolio.
  • It invests only 20% of its resources in capital markets (through the Global Equity portfolio), which makes it very defensive in moments of volatility.
  • It obtains higher returns than short-term debt thanks to this slight risk position.
  • For clients primarily seeking capital protection, plus a small gain through equity participation.

 

 

Performance

FEBRUARY 11.09%   |   TRAILING 12 MONTHS 6.55%   |   SINCE INCEPTION 3.10%

*Total Returns (as of 02/29/2024)
*Annualized Total Returns (before taxes and management fees)
*Since Inception (Nov.1st. 2020)

Moderate Global Strategy

Asset Allocation

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

Characteristics

  • Moderate concentration in fixed income ETFs: Invest 60% in the USD FIxed Income portfolio.
  • It invests 40% of its resources in capital markets (through the Global Equity portfolio), therefore it actively participates in risky assets.
  • For clients who seek a higher capital gain in the medium and long term and opt for a more diversified portfolio.

 

 

Performance

FEBRUARY 18.68%   |   TRAILING 12 MONTHS 8.48%   |   SINCE INCEPTION 4.39%

*Total Returns (as of 02/29/2024)
*Annualized Total Returns (before taxes and management fees)
*Since Inception (Jan. 15, 2021)

Agresive Global Strategy

Asset Allocation

Characteristics

  • Reduced concentration in fixed income ETFs: Invest 40% in the USD Fixed Income portfolio.
  • It invests 60% of its resources in capital markets (through the Global Equity portfolio).
  • Portfolio aimed at clients with a higher risk tolerance and seeking higher capital gains.
  • It has a greater exposure to capital, which allows better long-term returns. 

 

 

Performance

FEBRUARY 24.75%   |   TRAILING 12 MONTHS 9.91%   |   SINCE INCEPTION 6.35%

*Total Returns (as of 02/29/2024)
*Annualized Total Returns (before taxes and management fees)
*Since Inception (Dec. 09,  2019)

Document prepared with public information obtained from reliable sources. There is no guarantee of its reliability, so Monex does not offers any warranty as to its accuracy. Investors who have access to this message should be noticed that the securities, instruments or investments to which it refers may not be suitable for your specific investment objectives, financial position or risk profile. Monex does not assume any obligation arising from the content of the above information, so that no third party may claim damage, injury or loss of its equity produced by any investment decisions which have been based on this.

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