BEKA/ INVESTMENT FUNDS

Beka Euro Renta, FI

NET ASSET VALUE AT
-
YTD
-
Suscription Fee
0,00%
Redemption Fee
0,00%

Investment opportunities in European stock markets

Fund that invests more than 75% of its assets in large-cap stock listed in European markets. It applies an investment philosophy based on fundamental analysis, identifying and taking advantage of opportunities in undervalued assets with high appreciation potential.

Investment opportunities in European fixed-income markets

Fund that invests in fixed income securities of both public and private issuers from OECD countries, with a minimum BBB- rating. The duration of the portfolio will be adjusted according to the current economic situation and the management team´s view of the market and can range from 0 to 3.5 years.

In addition, the fund is able to invest in deposits. The maximum exposure to currency risk is 5%. The fund is managed by reference to the performance of the EMU Direct Governments 1-3 Yrs (EZ1X) and ML EMU Corporate A Rate 1-3 Yrs (ELC1) indexes. The weighting of each of these indexes will vary depending on the distribution of the investment portfolio at any given time.

Description of the sicav

* Exclusively for professional or qualified investors.
* Exclusively for professional or qualified investors.

Investment opportunities in both equities and fixed-income securities.

The company has a global investment policy and may invest between 0% and 100% in other collective investment schemes. The company invests in equities and fixed income on a global basis, with no predetermination as to the percentages of its exposure to each asset class. The investment objective is to achieve long-term capital appreciation.

* Exclusively through a distributor

Evolution

Managers

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Security selection

We identify securities of the basis of fundamental analysis criteria, seeking inefficiencies in market prices compared with our internal valuations.

analysis of the company's business plan

Analysis

We conduct exhaustive studies of the business plan and forecasts of future results, evaluating investments based on discounted net income streams.

Cost minimization

We minimize portfolio rebalancing in order to minimize operational costs, thereby optimizing net investment returns.

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Opportunity analysis

We identify securities using credit and fundamental analysis criteria, seeking out market opportunities that offer an attractive risk-return ratio.

analysis of the company's business plan

Financial strength

We study companie´s credit portfolio, evaluating their financial strength and their ability to service the debt, comparing this with the market´s assessment.

Cost minimization

We minimize portfolio rebalancing in order to minimize operational costs, thereby optimizing net investment returns.

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