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Principal Progresion A

Ranked 69 out of 82 in - Chilean Peso over 12 months
All calculations are in CLP unless stated

Objective

The fund aims to achieve a reasonable return in the medium and long term, assuming a moderate level of risk, by investing in a diversified portfolio of debt instruments, mostly medium and long term, exclusively by domestic issuers belonging to the most robust financial market institutions and major corporations in the country. In any case, the maximum duration of the fund investment portfolio is 3650 days and minimum is 366 days.

Performance

Chilean Peso over : 31/10/2016 - 31/10/2017
  • Rank 69/82 Total Return
  • Rank 68/82 Standard Deviation
  • Rank 66/82 Max Drawdown
Fund Name Currency Return
67 Scotia Leader A CLP

1.3%

67 EuroAmerica Invests Deuda Corp Chilen A CLP

1.3%

69 Principal Progresion A CLP

1.2%

70 Zurich Refugio UF A CLP

1.2%

71 BICE Extra Gestion C CLP

1.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.0% 0.2% -0.6%
2016 6.2% 2.4% 1.4% 2.6% -0.4%
2015 3.8% 2.3% 0.3% 1.6% -0.5%
2014 8.1% 2.4% 2.9% 1.3% 1.2%
2013 4.5% 1.0% 1.1% 1.0% 1.4%
2012 3.4% 1.0% 0.9% 0.7% 0.9%
2011 2.4% 1.4% -0.6% 1.7% -0.2%
2010 3.8% 2.3% 0.8% -0.3% 0.8%
2009 5.3% 4.1% -0.3% 2.0% -0.5%
2008 3.5% 2.7% -0.2% 1.9% -0.8%
2007 6.4% 1.4% 0.5% 2.4% 2.0%
2006 5.5% 1.7% 1.0% 1.9% 0.9%
2005 2.1% 0.1% 2.0% 1.1% -1.1%
2004 4.2% 1.6% 1.2% 1.2% 0.1%
2003 5.6% 2.1% 1.4% 0.8% 1.1%
2002 6.6% 1.9% 1.2% 3.9% -0.5%
2001 7.3% 1.8% 1.9% 1.2% 2.1%
2000 10.8% 2.4% 2.9% 2.1% 2.9%
1999 9.2% 2.7% 3.0% 1.4% 1.7%
1998 12.0% 2.0% 2.8% 2.8% 3.9%
1997 11.1% 2.9% 2.1% 2.3% 3.4%
1996 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date01/07/1996
  • Share Class size47,559Mn
  • Base currencyCLP

Purchase Info

  • Min. initial investment1
  • 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).