Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Credicorp Capital Acciones Global FMIV

Ranked 20 out of 27 in - Global over 12 months
All calculations are in USD unless stated

Objective

The BCP Acciones GLOBAL FMIV Mutual Fund is an equity mutual fund, it invests primarily in equity instruments and in units of equity mutual funds. Its investment policy establishes 25% of its portfolio as a maximum percentage of investment in debt instruments. Moreover, it invests at least 75% in equity instruments. 75% is also the maximum investment in foreign markets (United States; Europe, Australasia and Far-East-EAFE-; emerging countries). In addition, it can invest up to 25% in the national or local market.

Showing fund performance in Peru View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -0.8%
2017 20.4% 6.6% 4.0% 4.1% 4.4%
2016 3.2% -1.1% 0.1% 4.8% -0.6%
2015 -5.6% 2.7% -0.6% -11.0% 3.9%
2014 -0.4% -0.5% 4.4% -3.2% -0.9%
2013 -3.1% 5.9% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Peru

Fund Info

  • Launch date15/02/2013
  • Share Class size23Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).