Iapetus Investments SICAV
SICAV´s Objective and profitability
Being a mixed and flexible investment vehicle, it is advised by BrightGate Advisory EAFI. Most of the AUM are invested in international equity, actively managing the exposure to risk.
Iapetus Investments’ advisory team looks for securities that satisfy its investment criteria and concentrates the portfolio of the SICAV in the ideas with greater conviction and upside potential. The selection criteria are very clear: full understanding of the business, a sustainable long-term position in the market, belonging to a sector with positive prospects, and a reasonable price. After its third anniversary, Iapetus reached the top 98th percentile of its category (Bloomberg) and obtained a 5-star qualification from Morningstar.
For long term investors
We seek to invest in those sectors and companies that can be the winners of the unexampled transformation that is taking place in the vast majority of industries and business models, especially in three areas: sectorial (great amount of simultaneous technological changes), demographic (accelerated aging and slowdown of growth) and market/investment (passive investments, roboadvisors, and longer tail risks).
The SICAV is composed of a portfolio of high conviction equities, diversified amongst 25 companies of the highest quality. This could represent up to 100% of the portfolio. Also, the portfolio could be composed, up to a 30%, of fixed income securities and alternative investments. Besides, there is an active management of systemic and geopolitical risks.
|Iapetus Investments Sicav||15,31%||13,04%||2,26%||7,86%||-10,83%||18,30%||-3.35%||3.85%|
|Data at||Data at 31/03/2021|
|Average Annual Returns||1 year||3 years||5 años||Inception|
|Iapetus Investments Sicav||7.77%||7.68%||22.35%||6.27%|
|Average annual return||Iapetus Investments||Benchmark|
|Data at||Data at 31/03/2021|
Returns net of management fees. Source of data: BrightGate Capital SGIIC.
Warning: Past returns do not guarantee future profitability. We recommend contacting a financial adviser for any wealth investment decision. The information on this webpage does not constitute any investment recommendation. This document has been created with the purpose of providing information regarding the subject matter hereof. This publication does not constitute an offer to buy or sell securities mentioned, nor should it be considered or used as a subscription offer. The information contained has been compiled in good faith and from trustworthy sources, but we do not guarantee its truthfulness, integrity or accuracy, and it may be incomplete or presented in a condensed format. This information may be changed without prior notice.
Responsables de la estrategia
Javier Herreros de Tejada
Juan Colás de Casso
Corporate risk manager
|Fecha de inicio||06/05/2014|
|Suscripción mínima||1 participación|
|Depositario||Credit Suisse AG|
|Comisión de suscripción||0,00%|
|Comisión de gestión||0,40%|
|Comisión de asesoramiento||1,15%|
|Comisión de éxito||5,00%|
|Comisión de depósito||0,10%|
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