bookmarkformat_quoteThe investment fund they are now launching is the continuation of their strategy of offering the best wealth management service combining the experience of Wealth Solutions, after 18 years managing important families and institutions, with a leading technology platform and a highly competitive costformat_quote
bookmarkformat_quoteThe investment fund they are now launching is the continuation of their strategy of offering the best wealth management service combining the experience of Wealth Solutions, after 18 years managing important families and institutions, with a leading technology platform and a highly competitive costformat_quote
- The fund
- Name -
- ISIN code
- Launch date Invalid date
- Objective -
- Management fee -
- Features
- Managed by Finletic and deposited in Banco Inversis
- Aimed at investors implementing their portfolios through companies. This will enable it to have a lower number of portfolio products, optimizing operations and the tax impact of any rebalancing or adjustments
- Mainstream Product: The underlying investments do not take into account the EU criteria for environmentally sustainable economic activities
- Investment policy
- It will invest more than 50% of the wealth in financial CIFs, whether or not of the group
- The portfolio, directly or indirectly through the CIF, will consist of at least 75% total exposure in variable income although, under normal market conditions, the variable income exposure would be 85%-95%, and the rest public or private fixed income
- Information of interest
- link Regulatory Information
- history Historic net asset value
- Reports
- Further information
If you wish to subscribe to this investment fund, please send an email to contacto@finletic.com or
