The fund invests in companies located in Spain and Portugal with high, medium, and low market capitalization, prioritizing liquidity of the shares.
The selection of companies is based on solid fundamentals, strong cash generation, high return on investment, and low debt. As it is a reduced investment universe, the fund management team actively interacts with the management of the companies.
Key features - Clase GD
Rentabilidad Últ. Mes
1,57 %
Rentabilidad YTD
11,19 %
Rentabilidad 5A
– %
Rendimiento Anual
2022: – %
2021: – %
2020: – %
2019: – %
2018: – %
Actualización: 22/05/2023
Rentabilidad Últ. Mes
1,24 %
Rentabilidad YTD
10,82 %
Rentabilidad 5A
– %
Rendimiento Anual
2022: – %
2021: – %
2020: – %
2019: – %
2018: – %
Actualización: 19/05/2023
Key features - Clase R
Rentabilidad Últ. Mes
1,55 %
Rentabilidad YTD
11,03 %
Rentabilidad 5A
– %
Rendimiento Anual
2022: 1,21%
2021: 10,35%
2020: – %
2019: – %
2018: – %
Actualización: 22/05/2023
Nivel de Riesgo
4
Benchmark
IBEX 35 Net Return
Valor Liquidativo
11,892
ISIN
ES0156135008
Frequently asked questions
Iberian refers to the geographic area in which the fund can invest, specifically Spain and Portugal. Equity refers to the type of assets the fund will be invested in, in this case, shares of companies.
Quality companies with good business visibility, particularly in terms of sales growth and strong financial profile.
The benchmark of Aura Iberian Equity F.I. consists of 85% IBEX 35 Net Return and 15% Porto Derivatives Exchange PSI.
The main risk of the fund is its exposure to the equity market. The fund also has specific risk related to the companies in its portfolio, which is attempted to be minimized through portfolio diversification and management. The fund will not have currency risk as all its investments will be in Euro.
Through ou digital platform or coctacting us by gestion@solventis.es or +34 932 009 578
The minimun investment is one share.
You can purchase this fund through this link without being a client.
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