Considering investment goals, time horizon and risk tolerance, we establish the profile which define the guidelines of the investment strategy
Cash
Fixed Income
Equity
Commodities
Alternative Investments
Goal
Conservative
Cash
0%
Fixed Income
0%
Equity
0%
Commodities
0%
Alternative Investments
0%
Goal
Capital preservation in line with the customer's goals and requirements. Secondary goals are income generation over a medium-term horizon and maintaining the portfolio's purchasing power over time
Balanced
Cash
0%
Fixed Income
0%
Equity
0%
Commodities
0%
Alternative Investments
0%
Goal
Capital growth in line with the customer's goals and requirements. Secondary goals are income generation over a medium-term horizon and maintaining the portfolio's purchasing power over time
Growth
Cash
0%
Fixed Income
0%
Equity
0%
Commodities
0%
Alternative Investments
0%
Goal
Capital growth in line with the customer's goals and requirements over a medium-term horizon and maintaining the portfolio's purchasing power over time