Investment funds

Occident Patrimonio, FI

Occident Patrimonio, FI
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What makes Occident Patrimonio, FI different

Occident Patrimonio, FI, is a global investment fund with a bias towards equities. Using medium-term strategies, the investment fund structures your assets based on fixed-income and equity products.

Services included in our fund Occident Patrimonio, FI

Practical information Occident Patrimonio, FI

Occident Patrimonio, FI performance

The management objective is to maximise the return/risk ratio. The fund is active and management is not based on any reference rate. Past returns do not guarantee future returns. 

Fund performance

Individual return (% not annualised) Returns
Yearly total 7.25
Last quarter 2.27
Q1 0.75
Q2 0.52
Q3 3.55
2022 -6.34
2021 4.61
2020 -12.94
2018 -7.66

Fund composition

Pie chart showing the percentage distribution of the fund's composition.

Investor profile

Fund volatility

Index applied: SHARPE. This index is a ratio is used to show how far the return of an investment compensates the investor for assuming risk. It relates the yield of an asset to the volatility of the price of this asset. The greater the Sharpe ratio, the better the performance/volatility ratio.

View the documentation. Occident Patrimonio, FI