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Sura Renta Local UF A

Ranked 52 out of 86 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 : 31/05/2017 - 31/05/2018
  • Rank 52/86 Total Return
  • Rank 42/86 Standard Deviation
  • Rank 45/86 Max Drawdown
Fund Name Currency Return
50 BBVA Familia V CLP

1.6%

51 BCI Preferencial Conservador APV CLP

1.6%

52 Sura Renta Local UF A CLP

1.6%

53 BCI De Personas Clasi CLP

1.6%

54 SURA Renta Activa Chile A CLP

1.6%

54 Zurich Refugio UF A CLP

1.6%

Fund Name Currency Loss
43 BCI Gran Valor Clasi CLP

-0.8%

43 Itau Finance F2 CLP

-0.8%

45 BTG Pactual Renta Chilena A CLP

-0.9%

45 Santander Renta Selecta Chile Global CLP

-0.9%

45 Sura Renta Local UF A CLP

-0.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.1%
2017 1.9% 1.6% 0.4% -0.4% 0.3%
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 size6,602Mn
  • 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).