Pigmanort Sicav Flexible Strategy

Our flexible OEIC seeks to protect capital at medium-term with 50% lower historic volatility than Eurostoxx-50 following a value investing philosophy.

morning star 5 estrellas
APR
9,7%
VOLATILITY
8,6
SINCE
2010
Investments:

Medium term (at least three years)

Capital:

Beginning at any amount

Profiles:

Balanced

Pigmanort SICAV

Pigmanort is the OEIC comprising the flexible investment strategy . It is a product for investors whose priority is to protect their capital during a medium-term time horizon, i.e., a period of at least three years.

 

Pigmanort optimises investments in fixed income and equities. Its exposure to stocks typically ranges from 0% to a historic maximum of 50%, although it may exceed this limit.

Rafael Valera Buy&Hold

Video introducing the Pigmanort SICAV product

RETURN FROM START

Pigmanort

25% MSCI Pan Euro con div 75% Barclays Euro Aggregate 1-3 years

CUMULATIVE RETURN

PIGMANORT Benchmark Diferencia
YTD -8,64% -2,51% -6,13%
1 Año -7,24% -2,96% -4,28%
3 Años 12,12% 2,78% 9,34%
5 Años 22,32% 9,68% 12,64%
Inicio Jun 2010 81,25% 28,31% 52,94%

ANNUAL RETURN

PIGMANORT Benchmark Diferencia
2018 -8,64% -2,51% -6,13%
2017 14,34% 1,69% 12,65%
2016 6,61% 1,39% 5,22%
2015 5,37% 2,52% 2,85%
2014 1,81% 3,22% -1,41%
2013 21,50% 6,64% 14,86%

PORTFOLIO COMPOSITION

42%%
Stocks
54%%
Bonds
4%%
Liquidity

Monthly presentation

Product datasheet

DFI

Net asset values