INVEX Funds
With more than 25 years of experience in emerging market debt, as well as direct access to the local market pulse, our team is positioned to offer our clients options for portfolio diversification, both in the short and long term.
INVEX Global Opportunities
Investment company with the objective of maximizing returns; investing globally in structured products, bonds and short-term instruments, issued by both governments and companies. Although there are no geographic limitations, the fund's main focus will be on Emerging Markets, not exceeding 15% of its assets for each corporate issuer and 20% for structured products. The Fund invests in assets that offer value, either directional or relative to other similar assets.
INVEX Short Duration
Investment company whose investment objective is to preserve capital and generate income, seeking to achieve this objective with limited volatility in the fund price (NAV). The fund may invest in deposits, investment grade bonds and structured products of very short duration, issued by both governments, quasi-sovereign entities and companies. The fund may not invest more than 5% in any issuer, nor exceed 20% by country or sector (except for the financial sector). The Fund invests in assets that offer an attractive return in the short term, without compromising credit quality and focusing on risk control.
INVEX Income Fund
Investment company whose investment objective is long-term capital appreciation in preferred shares and variable income securities. The portfolio invests in a limited number of strong, high-quality companies, domiciled in the US, who currently pay and increase their dividends each year. The fund seeks to have a reduced volatility while offering an attractive risk return.