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Fondo Proyecto De Vida Valmex 2031 Sa De Cv F.i.r.v. B0cf (0P0000ZJ7W)

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2.328 +0.010    +0.43%
27/11 - Closed. Currency in MXN
  • Morningstar Rating:
  • Total Assets: 2.14B
Type:  Fund
Market:  Mexico
Issuer:  Operadora Valmex de Fondos de Inversión SA de CV
ISIN:  MX52VL0300A0 
Asset Class:  Other
Fondo Proyecto de Vida Valmex 2031 B0CF 2.328 +0.010 +0.43%

0P0000ZJ7W Overview

 
On this page you'll find an in-depth profile of Fondo Proyecto De Vida Valmex 2031 Sa De Cv F.i.r.v. B0cf. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZJ7W among other information.
Category

Lifecycle

Total Assets

2.14B

Expenses

0.53%

Inception Date

Sep 03, 2013

Investment Strategy

The family life cycle funds Valmex, called "Valmex Life Project", are an alternative investment to allocate resources for retirement, or any other project of medium or long term, for each of the portfolios establishing a "benchmark" or reference portfolio which seeks to preserve, to the horizon of the fund, capital in real terms, ie inflation-adjusted weights as IDUs (investment units). In turn, the investment objective of each of the funds is to outperform the benchmark portfolio. Comparatively, an investment in an instrument indexed to inflation (no credit risk) with maturity equal to the investment horizon, just to minimize the risk subject to known performance in real terms, while funds Valmex life project, maximize performance subject to minimize the risk to the horizon.

Contact Information

Address Viena No. 5 Piso 1 Cuauhtemoc
México DF,
Mexico
Phone (55) 5705-2618

Top Executives

Name Title Since Until
Abraham Alvarado Lopez - 2020 Now
Antonio Esteniu - 2010 2020
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