Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Horizonte B

Ranked 9 out of 86 in - Chilean Peso over 12 months
All calculations are in CLP unless stated

Objective

It aims to offer an alternative investment to individuals and companies interested in conducting medium and long-term financial transactions in a fund whose portfolio consists of debt instruments issued by major institutions involved in domestic and foreign capital market, taking as reference the bonds issued by the Central Bank of Chile at two years in pesos (BCP). In any case, the minimum duration of the portfolio is 366 days and maximum duration is 2920 days.

Performance

Chilean Peso over : 31/07/2017 - 31/07/2018
  • Rank 9/86 Total Return
  • Rank 74/86 Standard Deviation
  • Rank 75/86 Max Drawdown
Fund Name Currency Return
7 Itau Dinamico S CLP

4.0%

8 Larrainvial Ahorro Estrategico F CLP

3.7%

9 Horizonte B CLP

3.6%

10 Banchile Estrategico B CLP

3.5%

11 Renta Futura B CLP

3.5%

Fund Name Currency Loss
73 Deuda Estatal UF 3-5 Anos A CLP

-1.5%

74 Principal Permanencia B CLP

-1.5%

75 Horizonte B CLP

-1.5%

76 Zurich Patrimonio A CLP

-1.5%

77 BICE Renta Largo Plazo D-APV CLP

-1.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.7% 1.3%
2017 2.6% 2.6% 0.4% -0.5% 0.1%
2016 8.5% 2.7% 1.9% 4.2% -0.4%
2015 5.4% 3.2% 0.1% 2.0% 0.1%
2014 10.5% 3.5% 3.7% 1.4% 1.6%
2013 5.8% 1.1% 1.4% 0.9% 2.2%
2012 5.6% 2.1% 1.2% 1.0% 1.1%
2011 6.8% 2.0% 1.8% 2.6% 0.2%
2010 6.0% 3.1% 1.6% 0.1% 1.1%
2009 7.8% 5.0% 0.5% 2.7% -0.5%
2008 1.9% 2.5% 0.5% 2.4% -3.5%
2007 6.3% 1.4% 0.2% 2.7% 2.0%
2006 6.8% 2.1% 1.0% 2.3% 1.3%
2005 2.8% 0.9% 2.5% 1.2% -1.8%
2004 4.9% 0.5% 1.3% 1.5% 1.5%
2003 2.2% -0.7% 1.6% 0.7% 0.6%
2002 4.6% 0.7% 1.4% 1.2% 1.2%
2001 8.6% 2.6% 2.2% 1.3% 2.3%
2000 10.9% 2.2% 2.8% 2.3% 3.2%
1999 12.7% 4.8% 3.8% 1.6% 2.0%
1998 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date28/03/1986
  • Share Class size5,008Mn
  • Base currencyCLP

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75%

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