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FonAlcal�, FI

Fonalcalá is a mixed equity fund that mainly invests in equity and fixed income instruments in European countries. This fund aims to maximise the return on equity investments that have growth potential over the medium to long term. A fundamental analysis is carried out and investment decisions are aimed at choosing the right time to buy and sell stock. Between 30% and 70% of the fund is invested in equity, depending on the market outlook over the medium and long term.

Annual return
2006
14,53%
2007
2,79%
2008
-16,18%
2009
10,06%
2010
-4,16%
2011
-4,68%
2012
-1,24%
2013
7,29%
2014
4,38%
2015
1,85%
2016
-3,51%
Participants: 
105