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 4 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 3,38% 1,68% 1,70%
1 Año -9,75% -2,88% -6,87%
3 Años 19,12% 4,34% 14,78%
5 Años 19,35% 8,88% 10,47%
Inicio Jun 2010 84,02% 29,00% 55,02%

ANNUAL RETURN

PIGMANORT Benchmark Diferencia
2019 3,38% 1,68% 1,70%
2018 -10,28% -3,60% -6,68%
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