GPS Investment funds
What is an investment fund?
Nuestra gama de fondos de inversión GPS (Global Portfolio Strategy) es una selección de carteras cuya composición viene determinada por una distribución óptima de activos para cada uno de los perfiles de riesgo definidos por nuestra Sociedad Gestora.
Our management team is responsible for implementing these portfolios by carefully selecting internationally renowned managers for
each of the potential investable assets. GPS Investment Funds simplify the investment process into four strategies based on the investor's risk profile.
Active and professional management
Zerga abantailak
Cost efficiency
Access to global investments
Selection of the best investment ideas without conflicts of interest
For investors who value the security of their investments and prioritize capital preservation. The strategy will seek maximum returns, but without assuming significant risks to their investment or diminishing liquidity. The company accepts that, in exceptional economic situations, the valuation of its portfolio may result in losses of up to 5%-10% annually. The strategy's profitability objective will be to achieve returns exceeding those offered by risk-free investments by approximately 200 basis points.
To achieve this, the assets will be invested in a combination of fixed-income, equity, and alternative investments. Equity investments will range between 15% and 25%. The portfolio will be implemented through investment funds managed by specialists in each asset class and cost-efficient passive management vehicles. This strategy is recommended for time horizons of no less than three years.
For investors who value the security of their investments and prioritize capital preservation. The strategy will seek maximum returns, but without assuming significant risks to their investment or diminishing liquidity. The company accepts that, in exceptional economic situations, the valuation of its portfolio may result in losses of up to 5%-10% annually. The strategy's profitability objective will be to achieve returns exceeding those offered by risk-free investments by approximately 200 basis points.
To achieve this, the assets will be invested in a combination of fixed-income, equity, and alternative investments. Equity investments will range between 15% and 25%. The portfolio will be implemented through investment funds managed by specialists in each asset class and cost-efficient passive management vehicles. This strategy is recommended for time horizons of no less than three years.
For investors seeking to outperform inflation in the medium term and therefore achieve real growth in their financial assets. They are willing to take on controlled risks, but higher than those accepted by conservative investors.
As a guideline, you accept that, in exceptional economic situations, the valuation of your portfolio may result in losses ranging from 10% to 15% annually. The profitability objective of the strategy will be to achieve returns exceeding those offered by risk-free investments by approximately 400 basis points.
To achieve this, the assets will be invested in a combination of fixed-income, equity, and alternative investments. Equity investments will range between 45% and 55%. The portfolio will be implemented through investment funds managed by specialists in each asset class and cost-efficient passive management vehicles. This strategy is recommended for time horizons of no less than 5 years.
For investors seeking significant long-term appreciation of their assets. They are willing to assume high risks, although they maintain a portion of their investments in low-volatility assets to control overall risk.
As a guideline, you accept that, in exceptional economic situations, the valuation of your portfolio may result in losses ranging from 15% to 20% annually. The profitability objective of the strategy will be to achieve returns exceeding those offered by risk-free investments by approximately 600 basis points.
To achieve this, the assets will be invested in a combination of fixed-income, equity, and alternative investments. Equity investments will account for between 65% and 75%. The portfolio will be implemented through investment funds managed by specialists in each asset class and cost-efficient passive management vehicles. This strategy is recommended for time horizons of no less than 7 years.
For investors seeking to maximize the long-term return on their assets. They are willing to assume the risk associated with equity markets. As a guideline, the portfolio valuation may result in losses exceeding 20% per year in exceptional economic situations. The strategy's profitability target is to achieve returns exceeding those offered by risk-free investments by approximately 800 basis points.
To achieve this, the assets will be invested in a combination of fixed-income, equity, and alternative investments. Equity investments will range between 80% and 100%. The portfolio will be implemented through investment funds managed by specialists in each asset class and cost-efficient passive management vehicles.
This strategy is recommended for time horizons of no less than 7 years.
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