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BCI De Personas Clasi

Ranked 60 out of 85 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 : 31/01/2017 - 31/01/2018
  • Rank 60/85 Total Return
  • Rank 34/85 Standard Deviation
  • Rank 37/85 Max Drawdown
Fund Name Currency Risk
33 Consorcio Ahorro UF APV CLP

1.3

34 SURA Renta Activa Chile A CLP

1.3

34 BCI De Personas Clasi CLP

1.3

36 Itau Finance F2 CLP

1.3

Fund Name Currency Loss
35 Zurich Refugio UF A CLP

-0.7%

36 Scotia Optimo A CLP

-0.8%

37 BCI De Personas Clasi CLP

-0.8%

38 BBVA Familia V CLP

-0.8%

39 Consorcio Ahorro UF APV CLP

-0.8%

39 SURA Renta Activa Chile A CLP

-0.8%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size351,822Mn
  • 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).