PRODUCTS
Specialists in Collective Investment
Investment Funds by Asset Type
Fixed Income Funds (Debt): These funds invest in government or corporate bonds. They are ideal for conservative investors seeking stable income.
Equity Funds (Stocks): Invest in the stock market, seeking greater long-term appreciation, assuming more risk.
Mixed or Balanced Funds: Combine fixed income and variable income to balance risk and return.
Money Market Funds: These funds invest in very short-term, highly liquid assets, considered low-risk.
Index Funds or Passive Management: They seek to replicate the behavior of a stock market index (e.g., S&P 500) rather than beat it, usually with lower fees.
Thematic/Sectoral Funds: These focus on specific sectors such as technology, health, renewable energy, etc.
Funds of Funds: Funds that invest in other mutual funds or investment instruments for greater diversification.
Public Investment Funds (Mutual Funds): These are funds that offer their shares to the general public and must be registered and supervised by the Superintendency of the Securities Market (SMV).
Private Investment Funds (PIF): Funds with a limited number of investors, often illiquid and aimed at sophisticated or institutional investors and do not solicit capital from the retail public.
IF-20: Limited to a maximum of 20 investors, generally related to each other.
PIF-50: Limited to 50 investors, they operate in/or from Panama but their quotas are not offered locally on a massive scale.
Alternative and Specialized Funds
Real Estate Investment Trusts (REITs): These funds invest in real estate (shopping centers, offices, residential properties) to generate rental income or capital gains. Their management focuses on the development, purchase, and operation of real estate, with an obligation to distribute at least 90% of their profits.
Commodity Funds: They invest in gold, silver, energy or agricultural resources.
Private Equity Funds: Invest in companies not listed on the stock exchange.
Absolute Return Funds: They seek positive returns regardless of market conditions.
CSS Funds
-
Products focused on the profitability of reserves.
Structured Products and Derivatives Funds
Structured Products: They combine two or more financial instruments (generally fixed income + derivatives) to offer returns linked to an underlying asset with some capital protection.
Derivatives: Options and futures for risk hedging or speculation
Add a Title
Estrategias de preservación de capital con alta disponibilidad de efectivo.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
We manage, structure and promote Investment Companies (Investment Funds).
As an entity regulated and supervised by the Superintendency of the Securities Market (SMV), we promote initiatives aimed at institutional strengthening, the supervision of regulatory compliance and the promotion of standards that favor the integrity and efficiency of the market.
STRUCTURING
Design of Informational Prospectuses and Regulations adapted to the needs of the market.
ASSET ALLOCATION
Active portfolio management through macroeconomic analysis.
REPRESENTATION
We act as the professional manager and fiduciary for the exclusive benefit of investors.
CUSTODY AND SUPERVISION
Administration, monitoring, and compliance with the legal framework and investment prospects.