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IM Trust Renta Estrategica B

Ranked 42 out of 86 in - Chilean Peso over 12 months
All calculations are in CLP unless stated

Objective

The target of this mutual fund is to obtain attractive profitability in the long term by means of handling a diversified portfolio, principally composed by debt instruments of short term and debt instruments of medium term and long term. The fund will be able to invest in debt instruments of short term and debt instruments of medium and long term. In any case, the minimal duration of the portfolio of investments will be 366 days and the maximum duration will be 3650 days. It is oriented to investors with medium and long-term period of investment.

Performance

Chilean Peso over : 31/07/2017 - 31/07/2018
  • Rank 42/86 Total Return
  • Rank 49/86 Standard Deviation
  • Rank 57/86 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.4% 1.0%
2017 2.1% 1.9% 0.6% -0.4% 0.0%
2016 6.6% 2.1% 1.6% 2.6% 0.2%
2015 2.9% 2.0% 0.1% 1.6% -0.8%
2014 10.7% 2.6% 3.4% 1.8% 2.5%
2013 5.2% 1.1% 1.3% 1.3% 1.4%
2012 3.8% 0.5% 1.2% 0.9% 1.3%
2011 1.8% 1.1% -1.8% 2.7% -0.2%
2010 4.6% 2.6% 0.7% 0.1% 1.1%
2009 3.8% 3.7% -1.5% 2.1% -0.5%
2008 4.5% 2.5% 0.9% 2.5% -1.4%
2007 6.5% 1.2% 0.1% 2.8% 2.3%
2006 2.3% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date22/05/2006
  • Share Class size21,304Mn
  • Base currencyCLP

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%

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