Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Sura Renta Local UF A

Ranked 61 out of 85 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 : 31/01/2017 - 31/01/2018
  • Rank 61/85 Total Return
  • Rank 40/85 Standard Deviation
  • Rank 54/85 Max Drawdown
Fund Name Currency Return
59 BICE Estrategia Mas Conservadora D-APV CLP

1.9%

60 BCI De Personas Clasi CLP

1.8%

61 Sura Renta Local UF A CLP

1.8%

62 Zurich Refugio UF A CLP

1.8%

63 Scotia Optimo A CLP

1.8%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size6,829Mn
  • 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).