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Sura Renta Local UF A

Ranked 51 out of 82 in - Chilean Peso over 12 months
All calculations are in CLP unless stated

Managed by

Elias Pichara

Objective

The Fund objective is to offer an alternative investment for individuals and / or companies interested in conducting financial transactions on a diversified portfolio, over the medium and long term, with moderate risk, associated with providing adequate liquidity through a portfolio comprised primarily of debt instruments, issued by institutions involved in the domestic market, maintaining a minimum of 60% in national debt instruments that are indexed according to the variation experience of the Chilean Unidad de Fomento.

Performance

Chilean Peso over : 31/10/2016 - 31/10/2017
  • Rank 51/82 Total Return
  • Rank 37/82 Standard Deviation
  • Rank 38/82 Max Drawdown
Fund Name Currency Risk
36 Bice Tendencias Deuda A CLP

2.2

37 Sura Renta Local UF A CLP

2.2

38 Corp Mas Valor APV CLP

2.2

39 BCI De Personas Clasi CLP

2.3

Fund Name Currency Loss
36 BICE Extra A CLP

-1.0%

37 Security Gold A CLP

-1.0%

38 Sura Renta Local UF A CLP

-1.0%

39 Larrainvial Ahorro Capital A CLP

-1.0%

40 BTG Pactual Renta Activa A CLP

-1.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 0.4% -0.4%
2016 5.0% 1.8% 1.2% 1.6% 0.3%
2015 3.5% 1.7% 0.6% 1.5% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date22/10/2014
  • Share Class size12,007Mn
  • Base currencyCLP

Purchase Info

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

Charges

  • Annual management2.26%
  • Initial investment0

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