The compartment of the Hermes Multigestión, F.I. fund managed by Solventis, Hércules Equilibrado, presents a strategy focused on being a pillar of moderate but stable performance in any portfolio. Purchases within the compartment are mainly focused on opportunities in direct fixed income where issuances with a credit rating lower than BBB are limited to 40% of the compartment’s assets. The portfolio is designed for a conservative long-term investor who is willing to invest with a minimum time horizon of 5 years. It is presented as a conservative alternative for investors with a risk aversion who expect moderate but stable returns.

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Documentation

Folleto

DFI Clase R

DFI Clase GD

European MiFID Template (EMT)

Inf. Pública Periódica (1 Semestre)

Inf. Pública Periódica (2 Semestre)

Key features - Clase GD

Rentabilidad Últ. Mes
0,46 %

Rentabilidad YTD
2,42 %

Rentabilidad 5A
– %

Rendimiento Anual
2022: -%
2021: -%
2020: -%
2019: -%
2018: -%

Actualización: 19/05/2023

Nivel de Riesgo
5

Benchmark

–

Valor Liquidativo
9,994

ISIN
ES0156136006

Key features - Clase R

Rentabilidad Últ. Mes
0,44 %

Rentabilidad YTD
2,24 %

Rentabilidad 5A
– %

Rendimiento Anual
2022: -%
2021: -%
2020: -%
2019: -%
2018: -%

Actualización: 19/05/2023

Nivel de Riesgo
5

Benchmark
–

Valor Liquidativo
9,963

ISIN
ES0156136014

Frequently asked questions

The benchmark of Hércules Equilibrado is the performance of the “Mixto RF Global” category index as determined by the economic daily newspaper Expansión at any given time.

The level of risk of this fund will vary depending on the percentages invested in equities and fixed income.

Through our digital platform or contacting us by gestion@solventis.es or +34 932 009 578

The minimum investment amount is one share (10 euros).

You can purchase the fund through this link without being a client.

Need more information?

Leave you contact information and we will get in touch with you as soon as posible.

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