If you fit a moderate risk investment profile, Creand Institucional offers an adequate return for the risk assumed.
If you fit a moderate risk investment profile, Creand Institucional offers an adequate return for the risk assumed.
Investment fund
Aimed primarily at institutional investors with a moderate risk profile.
Provide an outstanding return appropriate to the risk assumed.
Investment
Invests mainly in fixed income, with a minimum of 90%, and the rest in equities through financial CIIs.
SRRI risk indicator
Manager
Creand Asset Management (Gesalcalá, SGIIC, SAU).
The Creand Institucional fund has Morningstar’s five-star rating at three years, which is reserved only for the top 10% of funds in each category.
The management and administration of the fund is mainly governed by the following investment criteria:
Preserve capital and, at the same time, obtain an adequate return for the risk assumed.
Invest between 90% and 100% of the portfolio in fixed income and the rest in equities through financial CIIs.
Bond selection on the basis of a proprietary scoring analysis.
The fixed income assets in which the fund invests have an average credit rating (minimum rating of Baa3/BBB-).
A maximum of 15% total exposure to low-rated issues (ratings of below BBB-).
There is no predetermination as to the distribution by type of issuer (public or private), currency, capitalisation and economic sector.
We bring you the value of knowledge and insights of our expert team.
