SICAV
What is a SICAV?
A SICAV (Variable Capital Investment Company) is a collective investment vehicle in the form of a public limited company, designed to allow several investors to pool their capital and manage it jointly, typically in a diversified portfolio of financial assets.
Unlike an investment fund, a SICAV has its own legal personality and flexible capital, allowing shareholders to join or leave without having to change the bylaws. It is regulated by the CNMV (Spanish Securities Market Commission).
Why a SICAV?
Diversificación
Liquidity
Flexibility
Professional management
Attractive taxation
Market access
Regulated transparency
Adaptability
The SICAV expects to achieve an annual return of the 12m Euribor + 600 bp over a minimum time horizon of 5 years with an average volatility of less than 15%. To achieve this, the assets will be invested in a combination of fixed-income, equity, and alternative investments. Equity investments will account for between 60% and 90%. The portfolio will be implemented through an investment fund and an ETF managed by specialists in each asset.
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