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Investment recommendations and detailed portfolio monitoring
Weekly information on the evolution of the portfolio and periodic meetings
VALORVENTO advises to several Collective Investment Institutions. Among them it is Inversiones Focalizadas SICAV SA, a collective Investment Institution historically advised by the current team of VALORVENTO.
As a Collective Investment Institution listed on MAB, Inversiones Focalizadas SICAV SA is opened to the entry/exit of any shareholder.
Costs: Total expense Ratio (TER): Management fee, depository fee, VALORVENTO’s fee, legal charges, audit fees,… 1,20% per year
Non mínimum subscription amount
If you wish to subscribe for shares, simply go to any financial institution and provide the following information:
Name/ID: Inversiones Focalizadas SICAV SA
Number of shares to subscribed (shares are issued at the net asset value of the day on which the purchase of shares is requested).
GRAFICO EVOLUCIÓN INV FOCALIZADAS VS IBEX / EURO-STOXX
The investment philosophy allowed two Collective Investment Companies advised by the VALORVENTO team to rank as the 2nd and 5th best SICAV in Spain in terms of profitability in 2016 (over a total of more than 3,000 SICAV).
Noticia Expansión 7 enero 2017, pag. 9
VALORVENTO, due to its focus on the analysis and valuation of companies also make valuations of non-listed companies for specific purposes. These reports are made on a request basis.