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Horizonte B

Ranked 23 out of 84 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 : 30/11/2016 - 30/11/2017
  • Rank 23/84 Total Return
  • Rank 78/84 Standard Deviation
  • Rank 75/84 Max Drawdown
Fund Name Currency Risk
77 Principal Permanencia B CLP

2.9

78 Horizonte B CLP

3.1

79 Retorno LP UF D CLP

3.2

80 SURA Renta Corporativa Largo Plazo A CLP

3.3

Fund Name Currency Loss
73 BBVA Futuro A CLP

-1.8%

74 Principal Progresion A CLP

-1.8%

75 Horizonte B CLP

-1.9%

76 Deuda Estatal UF 3-5 Anos A CLP

-2.1%

77 Zurich Patrimonio A CLP

-2.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% 0.4% -0.5%
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 size6,143Mn
  • Base currencyCLP

Purchase Info

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

Charges

  • Annual management1.75%

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