Bankia Bolsa Mundial, FI _ Bankia _ Fund Fact Sheet _ Citywire
•
0 likes•233 views
The fund is benchmarked against the Euro Stoxx 50 Index and S&P 500 for equity exposure and the LIBOR for fixed income exposure. It will maintain over 75% exposure to equities across global markets. The fund is managed by Alvaro Cifuentes and had a year-to-date return of 2.9% as of September 2015, outperforming its sector average. It has $28 million in assets under management and is available for purchase in Spain.
Report
Share
Report
Share
Download to read offline
Recommended
Investor Sif / Presentaties Prospects / Investor Equities 06 2013
This document provides information on the Investor Equities fund, a Luxembourg-based SICAV-SIF managed by Investor Asset Management Bvba. The fund employs a long-only strategy, primarily investing in undervalued European small- and mid-cap stocks. It maintains a focused portfolio of approximately 25 stocks selected through fundamental analysis. Since its launch in 2008, the fund has generated a 76% return compared to 4.2% for the Stoxx 600 index, earning it a 5-star Lipper rating for risk-adjusted returns over 5 years. The document reviews the fund's investment philosophy, process, performance and technical details.
Inovcapital Iasp Tecmaia 11 Mar2010 Jp
To attract seed and venture capital investors, STPs should benchmark themselves against successful models in countries like Canada, Australia, and the UK. They should estimate their market value and growth potential, such as projected annual licensing revenue and invention disclosures. STPs can also form venture funds with multiple investors and technical advisors to commercialize intellectual property. Following a 5Es or PARK model may help STPs differentiate themselves and achieve success.
Silicon Valley Bank - NOAH14 London
Credit Finance for Tech companies in Europe - Presentation by Alex McCracken, Director of Silicon Valley Bank at the NOAH 2014 Conference in London, Old Billingsgate on the 14th of November 2014.
The Advantages of Swiss Annuities
Swiss Alliance Group strives to bring quality vacation investment opportunities to its clients. While Swiss Alliance Group partners with top resorts around the world, it is also known for its expertise and experience with investment opportunities in Switzerland.
Investor Equities Slideshare 10 2009
This document provides information about Investor Equities, a Luxembourg-based specialized investment fund (Sicav-SIF) that invests primarily in European small- and mid-cap stocks. It aims to outperform the market by avoiding poor companies and investing in growth stocks at reasonable prices. The fund follows a focused investment strategy of 20-25 stocks selected through fundamental analysis and uses criteria like profitability, management quality, and valuation. Since its launch, Investor Equities has outperformed similar international mutual funds marketed in Belgium, despite European small caps declining over the period.
Finance 2
The document discusses several banks and financial institutions including Pantbanken Sverige, The Royal Bank of Scotland, Barclays, Bank Mellat, VIP banking, Banco Occidental De Descuento, Futureo, and CIC Banque Transatlantique. The messages range from promoting proximity to cash, supporting Scotland, emotionless banking, private and electronic banking services, secure deposits, economic forecasting, premium banking, credit cards, savings and expenses management, and wealth management.
Top 10 aandelen januari 2014
Deze beleggingsfondsen trokken de meeste aandacht van beleggers op morningstar.nl. Lees ook het bijbehorende artikel:
LiseVandeSompele_INDITEX_Group
Inditex Group is one of the world's largest fashion retailers, founded in 1985 in Spain. In the third quarter of 2011, Inditex reported a 10% increase in net sales and a 10% increase in net income compared to the third quarter of 2010. Operating expenses also increased 10% over the same period. The company's strong quarterly results and growing income led to growth in its stock market value.
Recommended
Investor Sif / Presentaties Prospects / Investor Equities 06 2013
This document provides information on the Investor Equities fund, a Luxembourg-based SICAV-SIF managed by Investor Asset Management Bvba. The fund employs a long-only strategy, primarily investing in undervalued European small- and mid-cap stocks. It maintains a focused portfolio of approximately 25 stocks selected through fundamental analysis. Since its launch in 2008, the fund has generated a 76% return compared to 4.2% for the Stoxx 600 index, earning it a 5-star Lipper rating for risk-adjusted returns over 5 years. The document reviews the fund's investment philosophy, process, performance and technical details.
Inovcapital Iasp Tecmaia 11 Mar2010 Jp
To attract seed and venture capital investors, STPs should benchmark themselves against successful models in countries like Canada, Australia, and the UK. They should estimate their market value and growth potential, such as projected annual licensing revenue and invention disclosures. STPs can also form venture funds with multiple investors and technical advisors to commercialize intellectual property. Following a 5Es or PARK model may help STPs differentiate themselves and achieve success.
Silicon Valley Bank - NOAH14 London
Credit Finance for Tech companies in Europe - Presentation by Alex McCracken, Director of Silicon Valley Bank at the NOAH 2014 Conference in London, Old Billingsgate on the 14th of November 2014.
The Advantages of Swiss Annuities
Swiss Alliance Group strives to bring quality vacation investment opportunities to its clients. While Swiss Alliance Group partners with top resorts around the world, it is also known for its expertise and experience with investment opportunities in Switzerland.
Investor Equities Slideshare 10 2009
This document provides information about Investor Equities, a Luxembourg-based specialized investment fund (Sicav-SIF) that invests primarily in European small- and mid-cap stocks. It aims to outperform the market by avoiding poor companies and investing in growth stocks at reasonable prices. The fund follows a focused investment strategy of 20-25 stocks selected through fundamental analysis and uses criteria like profitability, management quality, and valuation. Since its launch, Investor Equities has outperformed similar international mutual funds marketed in Belgium, despite European small caps declining over the period.
Finance 2
The document discusses several banks and financial institutions including Pantbanken Sverige, The Royal Bank of Scotland, Barclays, Bank Mellat, VIP banking, Banco Occidental De Descuento, Futureo, and CIC Banque Transatlantique. The messages range from promoting proximity to cash, supporting Scotland, emotionless banking, private and electronic banking services, secure deposits, economic forecasting, premium banking, credit cards, savings and expenses management, and wealth management.
Top 10 aandelen januari 2014
Deze beleggingsfondsen trokken de meeste aandacht van beleggers op morningstar.nl. Lees ook het bijbehorende artikel:
LiseVandeSompele_INDITEX_Group
Inditex Group is one of the world's largest fashion retailers, founded in 1985 in Spain. In the third quarter of 2011, Inditex reported a 10% increase in net sales and a 10% increase in net income compared to the third quarter of 2010. Operating expenses also increased 10% over the same period. The company's strong quarterly results and growing income led to growth in its stock market value.
Belen chamorro-peppt
The author visited Quilotoa Lagoon six months ago with friends from their school's Civil Defense service. They brought appropriate clothing and gear for the cold weather. While there, they went hiking, camping, boating on the lagoon, and ate local food. The author found the natural landscapes incredibly beautiful. They spent one day sightseeing before returning home in the evening. Upon returning, the author shared the experience with family, who then surprised them with a birthday party that night. The trip to Quilotoa Lagoon remains the author's best personal experience.
Higiene y seguridad industrial corte 3
trabajo relacionando la higiene y seguridad viéndolo desde el punto de vista de la experiencia laboral propia
Polynomials
The document defines and provides examples of various algebraic expressions including monomials, binomials, trinomials, and polynomials. It explains that a polynomial is an algebraic expression with variables that have only non-negative integral powers. The degree of a polynomial refers to the highest power of the variable. Quadratic polynomials specifically are polynomials of degree 2. The document also discusses finding zeros of polynomials and provides examples of factoring polynomials using common identities.
Aidan. McCarthy CV
Aidan McCarthy has over 5 years of experience in customer service roles. He holds a Bachelor of Arts degree in Economics and Geography from University College Cork. Currently, he works as a Customer Experience and Realisation Analyst at Vodafone in Dublin, where his responsibilities include customer journey mapping, analyzing KPIs, and assisting with recruitment events. He is proficient in Microsoft Office and has strong leadership experience from his role leading the 37th Cork Scout Troop.
Cbs 8 breaking news sponsorship 2013
CBS 8 is dedicated to providing breaking news to San Diegans through email alerts, prominently posting updates on their homepage, and live video streaming. Their sponsorship package for breaking news includes logo placement on the homepage whenever news is posted, ROS ad units receiving 50k monthly impressions, inclusion of ads in every email alert, and placement of ads on live stream video players, starting at a monthly investment of $____.
2015 AOM Business Meeting Slides
The OMT Business Meeting agenda covered various division updates and awards. Key items included a division chair report on membership growth, internationalization, and award wins. There were also conference reports on record setting PDW and program submissions. Awards were announced for best papers, symposia, and the distinguished educator award went to Henry Mintzberg. New officers and committees were welcomed and there was a social hour to conclude the meeting.
Cutervo
El Parque Nacional Cutervo se estableció en 1961 para conservar la Cordillera de los Tarros y proteger la flora y fauna del área, incluyendo especies en peligro de extinción. Con una extensión de 8214 hectáreas, alberga diversas comunidades ecológicas como bosques húmedos y páramos, que son hogar de más de 683 especies de plantas y animales como el oso de anteojos. El parque también contiene sitios arqueológicos como las Ruinas de las Iglesias de la Ram
A Learning Game In Action
What are the key components to effective e-learning gamification? Richard Hyde at Mind Click shows what works and highlights Mind Click's newest Articulate Storyline creation, the game engine.
Areas protegidas
Este documento clasifica y describe diferentes tipos de áreas naturales protegidas en Perú. Explica que los parques nacionales protegen la flora, fauna y paisajes, mientras que las reservas nacionales permiten el uso sostenible de recursos y conservan la diversidad biológica. También cubre santuarios nacionales que protegen especies en peligro y formaciones del paisaje.
MobiU2013: Mobile Path to Purchase: Forrester's Mobile Mind Shift
To help shed light on the convoluted mobile path to purchase, Jennifer Wise, Mobile Marketing Analyst at Forrester, presented their theory on the Mobile Mind Shift. She was part of our Mobile University seminar on the Mobile Path to Purchase on 10/24 in Minneapolis. The HMC partnered with Best Buy to educate over 100 marketers at their headquarters in Richfield, MN. See more here, http://bit.ly/MobiUPath
State of the Mobile Industry by Nielsen at the #MobiU2013 Summit, 9/26 in Chi...
Mark provides the the mobile industry’s latest stats and trends that are framing the mobile opportunity and driving strategic decisions for marketing plans. If you need the latest numbers to help build/justify your mobile campaign, then you can’t miss this!
Mobile2Reality Pitch Winner - Blue Daring
This document discusses strategies for integrating mobile technology to drive sales and modernize a brand facing declining category sales. It recommends using mobile apps like a rice and pasta timer and meal planner to make the consumer's life easier and be useful in her cooking. These apps would allow the brand to be where the consumer plays on her mobile device and potentially break into her purchase routine by using geo-location to drive in-store sales. The next steps outlined are to select a test market, identify retailers and set baselines and metrics, build a initial version of the mobile app, and prepare a launch vehicle to deploy the strategy.
Jigar
Jigar M. Varmora is a computer engineer from B.V.M. Engineering College, Gujarat Technological University with over 7 years of experience in programming languages like C, Java, PHP and databases like Oracle and MySQL. He has strong technical skills as well as interpersonal skills such as being a team player and quick learner. He has worked on projects including a student information management system and snake ladder game. He received awards for his performance in college exams and tech fest competitions and participated in workshops and seminars held at IIM Ahmedabad and IIT Bombay.
WSDL-Design-and-Generation-in-EASparx
The document describes designing and generating WSDL in Sparx EA by:
1. Defining logical domain and service models based on requirements
2. Creating physical domain and WSDL message structure models
3. Updating the generated WSDL definition package to include messages, port types, bindings, and services based on the models
4. Enabling the WSDL service and generating/validating the physical WSDL file
Oferta y demanda
La oferta y la demanda determinan el precio y la cantidad de bienes negociados en el mercado. La oferta depende positivamente del precio, mientras que la demanda depende negativamente. Cuando la oferta y la demanda se igualan, se alcanza el equilibrio de mercado. Factores como los ingresos, precios sustitutos, expectativas y tecnología pueden causar cambios en las curvas de oferta y demanda.
El romanticismo
El Romanticismo fue un movimiento artístico y cultural que se extendió por Europa en las primeras décadas del siglo XIX. Significó una nueva estética basada en valores como el amor a la libertad, la exaltación del individualismo y la defensa de los sentimientos frente al racionalismo. Los artistas reclamaban libertad artística rechazando las normas clásicas y proclamando el nacionalismo.
highway eduction & study on road
This document discusses different aspects of national highways in India. It outlines the different types of roads including national highways, state highways, and village roads. It describes the various elements that make up a road's cross section such as the pavement surface, width, and right of way. The document also discusses the different types of pavement, layers of a pavement, materials used in road construction such as bitumen and aggregate, and various tests used to evaluate the properties of aggregates, bitumen, soil and traffic signs.
autocadd ppt
This document summarizes a seminar on AutoCAD presented by Harvendra Singh. It discusses various AutoCAD commands like COPY, MOVE, MIRROR, ARRAY, SCALE, STRETCH, OFFSET, ROTATE, and POLYLINE. It also covers editing polylines, hatching, examples of floor plans drawn during AutoCAD training, and some disadvantages of AutoCAD like limited file formats and lack of parametric modeling.
Investor equities short report 2 2014
- The net asset value of the Investor Equities fund increased 3.7% in February to 214.45 euros per share. IMA, Revenio Group, and Pharmagest Interactive were the best performers while Catering International Services and Advanced Medical Solutions were the weakest.
- The fund manager increased the position in MPI due to its attractive valuation and revenue growth at its Nigerian oil subsidiary. Cash was also used to purchase shares of other companies.
- Positions in IMA, Pharmagest Interactive and SimCorp were partially reduced due to increased valuations.
luxury consumer fund
This document provides information on the Luxury Consumer Fund, including performance data, top holdings, geographic and sector distributions, and fund details. Over the past 5 years, the Euro share class has significantly outperformed, returning 102.95%. The fund has 37 positions across apparel, accessories, cosmetics, food/beverage, and other luxury goods companies. Nearly half of the portfolio is invested in European and American companies.
More Related Content
Viewers also liked
Belen chamorro-peppt
The author visited Quilotoa Lagoon six months ago with friends from their school's Civil Defense service. They brought appropriate clothing and gear for the cold weather. While there, they went hiking, camping, boating on the lagoon, and ate local food. The author found the natural landscapes incredibly beautiful. They spent one day sightseeing before returning home in the evening. Upon returning, the author shared the experience with family, who then surprised them with a birthday party that night. The trip to Quilotoa Lagoon remains the author's best personal experience.
Higiene y seguridad industrial corte 3
trabajo relacionando la higiene y seguridad viéndolo desde el punto de vista de la experiencia laboral propia
Polynomials
The document defines and provides examples of various algebraic expressions including monomials, binomials, trinomials, and polynomials. It explains that a polynomial is an algebraic expression with variables that have only non-negative integral powers. The degree of a polynomial refers to the highest power of the variable. Quadratic polynomials specifically are polynomials of degree 2. The document also discusses finding zeros of polynomials and provides examples of factoring polynomials using common identities.
Aidan. McCarthy CV
Aidan McCarthy has over 5 years of experience in customer service roles. He holds a Bachelor of Arts degree in Economics and Geography from University College Cork. Currently, he works as a Customer Experience and Realisation Analyst at Vodafone in Dublin, where his responsibilities include customer journey mapping, analyzing KPIs, and assisting with recruitment events. He is proficient in Microsoft Office and has strong leadership experience from his role leading the 37th Cork Scout Troop.
Cbs 8 breaking news sponsorship 2013
CBS 8 is dedicated to providing breaking news to San Diegans through email alerts, prominently posting updates on their homepage, and live video streaming. Their sponsorship package for breaking news includes logo placement on the homepage whenever news is posted, ROS ad units receiving 50k monthly impressions, inclusion of ads in every email alert, and placement of ads on live stream video players, starting at a monthly investment of $____.
2015 AOM Business Meeting Slides
The OMT Business Meeting agenda covered various division updates and awards. Key items included a division chair report on membership growth, internationalization, and award wins. There were also conference reports on record setting PDW and program submissions. Awards were announced for best papers, symposia, and the distinguished educator award went to Henry Mintzberg. New officers and committees were welcomed and there was a social hour to conclude the meeting.
Cutervo
El Parque Nacional Cutervo se estableció en 1961 para conservar la Cordillera de los Tarros y proteger la flora y fauna del área, incluyendo especies en peligro de extinción. Con una extensión de 8214 hectáreas, alberga diversas comunidades ecológicas como bosques húmedos y páramos, que son hogar de más de 683 especies de plantas y animales como el oso de anteojos. El parque también contiene sitios arqueológicos como las Ruinas de las Iglesias de la Ram
A Learning Game In Action
What are the key components to effective e-learning gamification? Richard Hyde at Mind Click shows what works and highlights Mind Click's newest Articulate Storyline creation, the game engine.
Areas protegidas
Este documento clasifica y describe diferentes tipos de áreas naturales protegidas en Perú. Explica que los parques nacionales protegen la flora, fauna y paisajes, mientras que las reservas nacionales permiten el uso sostenible de recursos y conservan la diversidad biológica. También cubre santuarios nacionales que protegen especies en peligro y formaciones del paisaje.
MobiU2013: Mobile Path to Purchase: Forrester's Mobile Mind Shift
To help shed light on the convoluted mobile path to purchase, Jennifer Wise, Mobile Marketing Analyst at Forrester, presented their theory on the Mobile Mind Shift. She was part of our Mobile University seminar on the Mobile Path to Purchase on 10/24 in Minneapolis. The HMC partnered with Best Buy to educate over 100 marketers at their headquarters in Richfield, MN. See more here, http://bit.ly/MobiUPath
State of the Mobile Industry by Nielsen at the #MobiU2013 Summit, 9/26 in Chi...
Mark provides the the mobile industry’s latest stats and trends that are framing the mobile opportunity and driving strategic decisions for marketing plans. If you need the latest numbers to help build/justify your mobile campaign, then you can’t miss this!
Mobile2Reality Pitch Winner - Blue Daring
This document discusses strategies for integrating mobile technology to drive sales and modernize a brand facing declining category sales. It recommends using mobile apps like a rice and pasta timer and meal planner to make the consumer's life easier and be useful in her cooking. These apps would allow the brand to be where the consumer plays on her mobile device and potentially break into her purchase routine by using geo-location to drive in-store sales. The next steps outlined are to select a test market, identify retailers and set baselines and metrics, build a initial version of the mobile app, and prepare a launch vehicle to deploy the strategy.
Jigar
Jigar M. Varmora is a computer engineer from B.V.M. Engineering College, Gujarat Technological University with over 7 years of experience in programming languages like C, Java, PHP and databases like Oracle and MySQL. He has strong technical skills as well as interpersonal skills such as being a team player and quick learner. He has worked on projects including a student information management system and snake ladder game. He received awards for his performance in college exams and tech fest competitions and participated in workshops and seminars held at IIM Ahmedabad and IIT Bombay.
WSDL-Design-and-Generation-in-EASparx
The document describes designing and generating WSDL in Sparx EA by:
1. Defining logical domain and service models based on requirements
2. Creating physical domain and WSDL message structure models
3. Updating the generated WSDL definition package to include messages, port types, bindings, and services based on the models
4. Enabling the WSDL service and generating/validating the physical WSDL file
Oferta y demanda
La oferta y la demanda determinan el precio y la cantidad de bienes negociados en el mercado. La oferta depende positivamente del precio, mientras que la demanda depende negativamente. Cuando la oferta y la demanda se igualan, se alcanza el equilibrio de mercado. Factores como los ingresos, precios sustitutos, expectativas y tecnología pueden causar cambios en las curvas de oferta y demanda.
El romanticismo
El Romanticismo fue un movimiento artístico y cultural que se extendió por Europa en las primeras décadas del siglo XIX. Significó una nueva estética basada en valores como el amor a la libertad, la exaltación del individualismo y la defensa de los sentimientos frente al racionalismo. Los artistas reclamaban libertad artística rechazando las normas clásicas y proclamando el nacionalismo.
highway eduction & study on road
This document discusses different aspects of national highways in India. It outlines the different types of roads including national highways, state highways, and village roads. It describes the various elements that make up a road's cross section such as the pavement surface, width, and right of way. The document also discusses the different types of pavement, layers of a pavement, materials used in road construction such as bitumen and aggregate, and various tests used to evaluate the properties of aggregates, bitumen, soil and traffic signs.
autocadd ppt
This document summarizes a seminar on AutoCAD presented by Harvendra Singh. It discusses various AutoCAD commands like COPY, MOVE, MIRROR, ARRAY, SCALE, STRETCH, OFFSET, ROTATE, and POLYLINE. It also covers editing polylines, hatching, examples of floor plans drawn during AutoCAD training, and some disadvantages of AutoCAD like limited file formats and lack of parametric modeling.
Viewers also liked (20)
MobiU2013: Mobile Path to Purchase: Forrester's Mobile Mind Shift
MobiU2013: Mobile Path to Purchase: Forrester's Mobile Mind Shift
State of the Mobile Industry by Nielsen at the #MobiU2013 Summit, 9/26 in Chi...
State of the Mobile Industry by Nielsen at the #MobiU2013 Summit, 9/26 in Chi...
Similar to Bankia Bolsa Mundial, FI _ Bankia _ Fund Fact Sheet _ Citywire
Investor equities short report 2 2014
- The net asset value of the Investor Equities fund increased 3.7% in February to 214.45 euros per share. IMA, Revenio Group, and Pharmagest Interactive were the best performers while Catering International Services and Advanced Medical Solutions were the weakest.
- The fund manager increased the position in MPI due to its attractive valuation and revenue growth at its Nigerian oil subsidiary. Cash was also used to purchase shares of other companies.
- Positions in IMA, Pharmagest Interactive and SimCorp were partially reduced due to increased valuations.
luxury consumer fund
This document provides information on the Luxury Consumer Fund, including performance data, top holdings, geographic and sector distributions, and fund details. Over the past 5 years, the Euro share class has significantly outperformed, returning 102.95%. The fund has 37 positions across apparel, accessories, cosmetics, food/beverage, and other luxury goods companies. Nearly half of the portfolio is invested in European and American companies.
Annual Report 2015
The Annual Report provides comprehensive information on Credit Suisse Group’s financial statements, its corporate structure, corporate governance and compensation practices, treasury and risk management framework, as well as a review of the operating and financial results.
- Download or order the Annual Report: http://bit.ly/1ZI30Os
- Visit our website for more information: http://bit.ly/1ZvcvBg
Banks’ role in supporting agriculture and food industry
This document discusses banks' role in supporting agriculture and food industries in Slovakia. It notes that efficiently using capital is a strategic goal for banks, and supporting firms able to attract EU funds helps comply with regulations and manage consensus to generate more value for both the bank and client. It then provides a simplified example comparing hypothetical bank performance metrics and financial statements in two scenarios: the current scenario and an improved scenario with increased support to agriculture and food industries. The improved scenario shows higher net income, lower probability of default and expected loss, and higher marginal value creation for the bank.
Fusar poli
This document discusses banks' role in supporting agriculture and food industries in Slovakia. It notes that efficiently using capital is a strategic goal for banks, and supporting firms able to attract EU funds helps comply with regulations and manage consensus to generate more value for both the bank and client. It then provides a simplified example comparing hypothetical bank performance metrics in two scenarios, showing how shifting 1 million in capital at risk toward agriculture lending could create additional shareholder value.
Slides 13th Private Equity Forum Luxembourg 5 June 2014
The document summarizes a private equity forum held by PwC in Luxembourg on June 5, 2014. It includes sections on the market update, impacts of AIFMD on the private equity industry, fundraising trends globally and in Luxembourg, investments and exits, the SICAR vehicle structure and costs, and forces that will shape private equity in the coming months. Key highlights are strong global fundraising in 2013, high prices and exit activity, dominance of SIF and Part II funds in Luxembourg, and implications of increasing regulations.
Half Year Results Presentation February 2016
Western Areas reported its half year results for the period ending 31 December 2015. Key highlights included nickel production of 12,508 tonnes and a unit cash cost of production of A$2.25/lb. Revenue was lower than the previous corresponding period due to a A$2.41/lb reduction in the realized nickel price. The company reported an underlying net loss after tax of A$7.8 million and generated positive operating cashflow of A$14.6 million despite the lower nickel price. Western Areas remains debt free and provided an updated cost and production guidance for the full 2016 financial year.
FSC 2015-16 Federal Budget Submission
The FSC’s 2015-16 Federal Budget Submission has been published.
It includes key recommendations for policy changes which will:
• Increase private provision of welfare and pensions through insurance and superannuation, to reduce Commonwealth outlays, and
• Enhance the export capability of the $2.4 trillion funds management industry through implementation of the recommendations of Mark Johnson AO.
Read it here.
Investec Senate Group Presentation
This document discusses opportunities in fixed income investing in a high risk, low return environment. It provides an overview of recent market performance, including declines in global equity markets and weakness in the South African rand. The document then outlines the investment framework and objectives of the Investec Diversified Income Fund, which aims to generate consistent income while preserving capital. Specific strategies discussed include diversifying across asset classes, regions, and securities to reduce risk. Performance and attribution for the fund are presented, showing it has achieved its goals. The document concludes with the managers' views on current investment opportunities and risks.
SEB's fourth quarter 2015 financial results
SEB, a leading Nordic bank, presented financial results for the fourth quarter and full year 2015 on February 4 2016.
Balance of payment,macro economics
This microeconomics presentation was presented by Group 11 of the Marketing C class at Alliance University under the guidance of Prof. Samik Shome. The presentation discusses the balance of payments, including definitions of the current account, capital account, and statistical discrepancy. It also provides examples of debit and credit entries, defines surplus and deficits, and discusses methods that countries use to adjust imbalances, like changing exchange rates. In the past, India has faced balance of payments disequilibriums and deficits but the situation has improved in recent decades.
Investec Global Franchise
This document provides an overview of Investec Asset Management and their Global Franchise Fund. It discusses:
- Investec Asset Management's history, global presence, and status as a top 100 third party asset manager.
- Details on the Global Franchise Fund including its long-term performance track record, risk-adjusted returns, and ability to perform in sideways and down markets.
- An outlook from Louis Niemand discussing challenges like weak global growth, China's economic uncertainty, and the need for deleveraging.
- The fund's strategy of investing in quality, global franchise companies with long trading histories to provide stability in uncertain times.
Future of Venture Capital 2014 - PwC Presentation
The document discusses trends in the Australian venture capital market and what it will take to succeed in venture capital in the future. Over the past decade, there has been a significant increase in the number of companies receiving venture capital funding and the total amount invested. However, the majority of funding still goes to ICT and life sciences companies in New South Wales and Victoria. To succeed in the future, venture capitalists need to identify promising local startups that can benefit from local networks and address barriers to entry, as these have higher success rates than global disruptors. It will also be important to form partnerships with corporations who can provide long-term funding commitments and strategic support to portfolio companies.
Andbank Funds UCITS - Flexible Allocation 201403
The document describes the Andbank Funds UCITS: Flexible Allocation fund. It invests globally in a diversified portfolio of assets classes including cash, bonds, stocks, real estate, hedge funds, private equity and insurance linked securities. The fund aims to achieve stable returns higher than fixed income with low volatility and daily liquidity through a flexible allocation strategy and risk control for each asset class.
010 acg10 001
The document discusses Straight Through Processing (STP) for improving market liquidity in Pakistan. It provides an overview of STP, describing it as the automation of all processes related to the trade lifecycle from initiation to final settlement. The advantages of STP include accuracy, speed, secure connectivity and reduced risks and costs. It then outlines Pakistan's capital market infrastructure which facilitates STP, including stock exchanges, a clearing company, settling banks and the Central Depository Company. It also describes the typical steps involved in an STP-enabled ready market transaction in Pakistan under the T+2 settlement cycle.
Presentación FE Vontobel
This document discusses high yield bonds and Vontobel Asset Management's approach to investing in them. It finds that:
1) High yield bonds have historically provided higher returns than equities and investment grade bonds with lower volatility.
2) Active credit analysis is key to avoiding rating downgrades and defaults, which can cause permanent losses.
3) A flexible, global approach allows investment in the most attractive segments of the high yield market around the world.
Build a resilient portfolio for all stages of the economic cycle
Learn strategies in building your portfolio for any economic condition from John Owen, Portfolio Specialist at MLC Investment Management, as he reviews current market and economic circumstances and provides investment portfolio solutions that are appropriate for a world that will continue to evolve in unpredictable ways.
Dow Jones - Venture Capital Report Q2 2015
The document summarizes a report on European venture capital trends in the second quarter of 2015. Some key highlights include: European VC fundraising doubled from the previous quarter; venture capital investment into European companies improved for the second consecutive quarter; and IPOs increased while M&A activity declined. The report provides details on fundraising amounts, top funds raised, investment levels by industry and country, as well as notable financing rounds.
Accounting for build environment
Nestle is a Swiss multinational food and beverage company. The document analyzes Nestle's cash flow for 2014 and 2015 based on its balance sheet and profit and loss statements. It finds that Nestle's operating cash flow decreased 8.48% from 2014 to 2015 while investing cash flow increased 2.10% and financing cash flow decreased 181.89%. The large decrease in financing cash flow was because Nestle paid off most of its unsecured loans during this period by selling assets, which is not ideal as it reduces assets. The document also notes Nestle faced reputation issues in 2015 due to a Maggi controversy.
Enhancing not-for-profit annual and financial reporting
Enhancing not-for-profit annual and financial reportingChartered Accountants Australia and New Zealand
As part of its ongoing initiatives in not-for-profit reporting, the Institute has published the fourth edition of ‘Enhancing not-for-profit annual and financial reporting’, which was first launched in 2007. The guidance is a tool designed specifically for the NFP sector to attain best practice in their annual and financial reports, as well as providing an overview of applicable legislation and resources.Similar to Bankia Bolsa Mundial, FI _ Bankia _ Fund Fact Sheet _ Citywire (20)
Banks’ role in supporting agriculture and food industry
Banks’ role in supporting agriculture and food industry
Slides 13th Private Equity Forum Luxembourg 5 June 2014
Slides 13th Private Equity Forum Luxembourg 5 June 2014
Build a resilient portfolio for all stages of the economic cycle
Build a resilient portfolio for all stages of the economic cycle
Enhancing not-for-profit annual and financial reporting
Enhancing not-for-profit annual and financial reporting
Bankia Bolsa Mundial, FI _ Bankia _ Fund Fact Sheet _ Citywire
- 1. 25/11/2015 Bankia Bolsa Mundial, FI | Bankia | Fund Fact Sheet | Citywire http://moderninvestor.com/fund/bankiabolsamundialfi/c15525 1/4 Managed Alvaro Cifuentes Ojective Fund is benchmarked against Euro Stoxx 50 Index, S & P 500 by exposure to equities and London Interbank Bid Rate by exposure to fixed income. The fund will have more than 75% of the total exposure in equities, without Read more... Performance Fund Name Return 1427 ankia olsa Mundial, FI 0.1% 1427 Franklin Mutual Gloal Discover Fund;Z 0.1% 1427 UAA Cornerstone quit Fund 0.1% 1427 Resolution (Irl) Gloal quit Fund GP ac 0.1% Total Return ankia olsa Mundial, FI Ranked 1427 out of 2870 in - Gloal quities over 12 months All calculations are in USD Download PDF Add to Favourites Rank 1427/2870 Total Return , Rank 2156/2870 tandard Deviation , Rank 1565/2870 Max Drawdown ,
- 2. 25/11/2015 Bankia Bolsa Mundial, FI | Bankia | Fund Fact Sheet | Citywire http://moderninvestor.com/fund/bankiabolsamundialfi/c15525 2/4 Quarterl Performance to 30/09/2015 Annual Q1 Q2 Q3 Q4 2015 2.9% 0.8% 9.5% 2014 6.7% 2.3% 0.9% 4.2% 1.3% 2013 26.6% 1.6% 2.0% 11.6% 9.5% 2012 17.9% 11.7% 10.2% 9.5% 7.3% 2011 12.6% 6.7% 1.2% 24.9% 7.8% 2010 3.3% 3.3% 17.4% 14.0% 6.2% 2009 19.6% 20.3% 23.8% 17.0% 3.6% 2008 35.6% 3.2% 5.4% 15.1% 17.3% 2007 9.8% 2.8% 6.1% 2.4% 1.8% 2006 20.0% 9.0% 1.7% 1.8% 10.1% 2005 3.2% 0.3% 3.4% 5.2% 1.8% 2004 9.7% 1.0% 1.6% 1.9% 12.6% 2003 34.8% 3.7% 16.0% 2.9% 17.4% 2002 18.9% 0.1% 7.6% 18.7% 8.0% 2001 2.3% 9.6% 9.2% Month Month Performance Total Return % ankia olsa Mundial, FI ector Average Nov 14 Jan 15 Mar 15 Ma 15 Jul 15 ep 15 Nov 15 -10 -7.5 -5 -2.5 0 2.5 5 7.5
- 3. 25/11/2015 Bankia Bolsa Mundial, FI | Bankia | Fund Fact Sheet | Citywire http://moderninvestor.com/fund/bankiabolsamundialfi/c15525 3/4 Spain Purchase Info ChargesFund Info Returns Vs Risk Registered For ale In Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD). how 11. Ma 8. Jun 6. Jul 3. Aug 31. Aug 28. ep 26. Oct 9. Nov -10 -5 0 5 2002 2006 2010 2014 Last 6 months Last Year Last 3 ears Last 5 ears Year to date All tandard Deviation Total Return % 0 2.5 5 7.5 10 12.5 15 17.5 20 22.5 -100 0 -75 -50 -25 25 50 Launch date 26/01/2001 Share Class size 28Mn Base currency UR ISIN 0159037037 Min. initial investment 100 Min. additional investment 0 Annual management 2.00%