The Hermes Multigestión, F.I. fund compartment of Solventis, IACOBUS aims to outperform the MSCI WORLD index in terms of performance and risk. Its investment process is low turnover but seeks to benefit from investor irrationality. It combines any investment style with a global approach, investing in funds and ETFs that have consistently produced excess returns (information ratio) and have also outperformed their benchmarks during periods of stress (capture ratios in both bullish and bearish trends).
Key features
Rentabilidad Últ. Mes
2,85 %
Rentabilidad YTD
2,27 %
Rentabilidad 5A
– %
Rendimiento Anual
2022: – %
2021: – %
2020: – %
2019: – %
2018: – %
Actualización: 19/05/2023
Nivel de Riesgo
4
Benchmark
MSCI WORLD ALL CAP NET LOCAL
CURRENCY
Valor Liquidativo
10,011
ISIN
ES0156136048
Frequently asked questions
The benchmark for IACOBUS is the MSCI WORLD ALL CAP NET LOCAL CURRENCY global index.
Due to the volatility of the underlying assets and systemic risk of equities in general, clients need to have a medium to high risk tolerance. Acceptance of volatility in exchange for long-term returns is sought.
Trough 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.
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