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SURA Renta Activa Chile A

Ranked 51 out of 86 in - Chilean Peso over 12 months
All calculations are in CLP unless stated

Managed by

Elias Pichara

Objective

The objective of the Fund SURA Renta Activa Chile is to offer an alternative investment for retail and/or institutional investores interested in carrying out financial operations in a diversified portfolio with a period of long and medium term associated to moderate risk giving an adequate liquidity through a portfolio composed primarily of debt instruments issued by institutions which participate in the national market, maintaining a minimum of 60% in debt instruments.

Performance

Chilean Peso over : 31/07/2017 - 31/07/2018
  • Rank 51/86 Total Return
  • Rank 33/86 Standard Deviation
  • Rank 32/86 Max Drawdown
Fund Name Currency Risk
32 Zurich Refugio UF A CLP

1.0

33 SURA Renta Activa Chile A CLP

1.1

34 Itau Finance F2 CLP

1.1

35 BCI Preferencial Ahorro APV CLP

1.1

Fund Name Currency Loss
30 BBVA Renta Futura VIVIENDA CLP

-0.6%

31 BCI Estructurado 120 CLP

-0.7%

32 SURA Renta Activa Chile A CLP

-0.7%

32 Corp Mas Valor APV CLP

-0.7%

34 Zurich Refugio UF A CLP

-0.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.1% 0.9%
2017 2.2% 1.8% 0.5% -0.4% 0.3%
2016 6.1% 2.1% 1.4% 2.2% 0.2%
2015 2.9% 1.4% 0.6% 1.4% -0.6%
2014 8.8% 2.7% 3.2% 1.7% 1.0%
2013 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date04/07/2013
  • Share Class size5,248Mn
  • Base currencyCLP

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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