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Deuda Estatal UF 3-5 Anos A

Ranked 80 out of 85 in - Chilean Peso over 12 months
All calculations are in CLP unless stated

Objective

The fund offers an investment alternative to individuals or entities interested in carrying out medium- and/or long-term investments, whose portfolio is composed of debt instruments issued or guaranteed by the State, the General Treasury of the Republic, and/or the Central Bank of Chile.

Performance

Chilean Peso over : 31/01/2017 - 31/01/2018
  • Rank 80/85 Total Return
  • Rank 71/85 Standard Deviation
  • Rank 78/85 Max Drawdown
Fund Name Currency Return
78 Security Corporativo A CLP

1.1%

79 Zurich Patrimonio A CLP

1.1%

80 Deuda Estatal UF 3-5 Anos A CLP

0.8%

81 Corp Bonos Corporativos APV CLP

0.4%

82 BICE Beneficio E CLP

0.0%

Fund Name Currency Loss
76 Principal Progresion A CLP

-1.8%

77 Horizonte B CLP

-1.9%

78 Deuda Estatal UF 3-5 Anos A CLP

-2.1%

79 Zurich Patrimonio A CLP

-2.1%

80 SURA Renta Corporativa Largo Plazo A CLP

-2.5%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 0.5% 1.4% -0.5% -0.7% 0.3%
2016 4.7% 1.9% 1.1% 1.7% 0.0%
2015 3.9% 2.1% 0.8% 1.5% -0.6%
2014 8.5% 2.5% 2.4% 3.2% 0.2%
2013 4.8% 0.1% 1.7% 1.0% 1.9%
2012 0.5% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date06/06/2012
  • Share Class size817Mn
  • Base currencyCLP

Purchase Info

  • Min. initial investment250,000
  • 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).