Rex Royal Blue Sicav – Stocks Strategy

Our OEIC with a value investing philosophy that invests 100% in equities and seeks to protect capital at long-term.

APR
9,2%
VOLATILITY
19,0
SINCE
2004
Investments:

Long term (at least six years)

Capital:

Beginning at any amount

Profiles:

Risk tolerant

Rex Royal Blue

Rex Royal Blue is the OEIC that has implemented our stocks investment strategy since July 2004. It is a product for investors with a high risk tolerance since it invests 100% in equities. The time horizon for investment in this product is long-term, i.e., at least six years. It can be arranged through any bank or stock broker.

 

The Rex Royal Blue portfolio prioritises quality businesses that are easy to understand and undervalued. It is comprised of between 30 and 40 listed companies, without excessive concentration in any company and with a clear competitive advantage.

Julián Pascual Buy&Hol

Video introducing the Rex Royal Blue product

RETURN FROM START

Rex Royal Blue

MSCI Pan Euro con dividendos

CUMULATIVE RETURN

REX ROYAL Benchmark Diferencia
YTD 5,16% 2,88% 2,28%
1 Año -14,58% -9,38% -5,20%
3 Años 18,27% 15,58% 2,69%
5 Años 13,42% 16,59% -3,17%
Inicio Ago 2004 182,91% 105,38% 77,53%

ANNUAL RETURN

REX ROYAL Benchmark Diferencia
2019 5,16% 2,88% 2,28%
2018 -17,19% -9,87% -7,32%
2017 14,56% 6,50% 8,06%
2016 8,37% 3,02% 5,35%
2015 2,35% 6,72% -4,37%
2014 8,24% 6,43% 1,81%
2013 34,36% 18,98% 15,38%

PORTFOLIO COMPOSITION

97%%
Stocks
3%%
Liquidity

Monthly presentation

Product datasheet

DFI

Net asset values