Why invest in determined portfolio?
The determined portfolio is designed for investors who seek returns that are higher than those of the market in the medium-long term and who are willing to admit high levels of volatility in the portfolio over that period of time.
- It is structured for clients whose main objective is to obtain good profitability in the long term (more than 5 years), regardless of the volatility that may exist in the medium term.
- The graph shows the moderate portfolio's performance compared to that of the balanced and determined portfolios.
- This portfolio is the most flexible when it comes to investing, with a maximum investment in equities of 100% of the portfolio's value.
- Although the percentage of investment in equities since its launch has been around 30%.
Past performance of Determined portfolio
The graph shows the moderate portfolio's performance compared to that of the balanced and determined portfolios. In the past it has been more profitable than the other two, but has also had higher levels of volatility. Although, for example, if we compare it with high yield fixed income, it has had less volatility and double the return.