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BCI De Personas Clasi

Ranked 62 out of 86 in - Chilean Peso over 12 months
All calculations are in CLP unless stated

Managed by

Rodrigo Sepulveda

Objective

The fund offers an alternative investment for individuals and companies interested in participating in a diversified portfolio with an investment horizon of medium and long term. This is through a portfolio of debt instruments issued by institutions participating in the domestic and foreign market. The fund investment portfolio will have a minimum of 366 days and a maximum of 1460 days.

Performance

Chilean Peso over : 31/08/2017 - 31/08/2018
  • Rank 62/86 Total Return
  • Rank 36/86 Standard Deviation
  • Rank 36/86 Max Drawdown
Fund Name Currency Risk
34 Itau Finance F2 CLP

1.1

35 BCI Preferencial Ahorro APV CLP

1.1

36 BCI De Personas Clasi CLP

1.1

37 BBVA Familia V CLP

1.2

38 Consorcio Ahorro UF APV CLP

1.2

38 Sura Renta Local UF A CLP

1.2

Fund Name Currency Loss
34 Zurich Refugio UF A CLP

-0.7%

35 Scotia Optimo A CLP

-0.8%

36 BCI De Personas Clasi CLP

-0.8%

37 BBVA Familia V CLP

-0.8%

38 Consorcio Ahorro UF APV CLP

-0.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% 0.8%
2017 2.0% 1.5% 0.4% -0.2% 0.2%
2016 5.1% 2.0% 1.3% 2.1% -0.5%
2015 3.0% 1.6% 0.5% 1.2% -0.3%
2014 6.8% 2.2% 2.4% 1.0% 1.0%
2013 5.2% 1.2% 1.0% 1.1% 1.8%
2012 4.3% 1.6% 0.7% 0.9% 0.9%
2011 4.2% 1.5% 0.7% 1.8% 0.2%
2010 3.7% 2.5% 0.5% -0.3% 0.9%
2009 5.1% 4.0% 0.0% 1.6% -0.5%
2008 5.0% 2.7% 0.8% 1.5% -0.1%
2007 6.8% 1.4% 0.5% 2.6% 2.2%
2006 5.9% 1.7% 0.9% 2.2% 1.0%
2005 2.0% -0.1% 1.7% 1.3% -0.9%
2004 2.9% 1.3% 1.0% 1.1% -0.5%
2003 4.3% 1.0% 1.2% 0.8% 1.3%
2002 5.3% 0.7% 1.9% 1.6% 1.0%
2001 7.7% 1.3% 2.3% 1.7% 2.2%
2000 10.2% 2.6% 2.8% 1.8% 2.6%
1999 10.4% 2.9% 3.3% 1.9% 1.9%
1998 7.0% 1.1% 2.5% -1.5% 4.9%
1997 11.2% 2.8% 2.3% 2.4% 3.3%
1996 12.1% 2.3% 3.8% 2.7% 2.8%
1995 4.1% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date22/06/1993
  • Share Class size428,812Mn
  • Base currencyCLP

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).