Máximo rendimiento en renta mixta
Información
Objetivo y política de inversión
Es un fondo de renta mixta que invierte de forma diversificada en activos de renta fija y variable, con un horizonte de inversión a largo plazo.
A través de su administración activa, este fondo permite a nuestros expertos desplegar sus estrategias de inversión, aprovechando las oportunidades que detectan en el mercado.
Ventajas
Renta Mixta
Invierte en activos de renta fija y variable
Gestión activa
Por parte de profesionales con amplia trayectoria.
Diversificación
Accedé a distintos activos a través de un solo instrumento.
Detalle del fondo
Inicio08/08/2011
MonedaPesos
Perfil de InversorAudaz
HorizonteLargo plazo
Tipo de FondoRenta Mixta
Inversión Mínima$ 1.000
Patrimonio$ 18.350.057.891
Plazo de Rescate24 hs
TickerBRT
Ticker BloombergBAINGLB AR Equity
Calificación Fix SCRAA -
Rendimiento
Clase B
Evolución Cuotaparte
Zoom:
Variaciones
Valor cuota | Variación Diaria | Variación YTD | Variación 1 Mes | Variación 3 Meses | Variación 6 Meses | Variación 12 Meses | Inicio Operaciones | |
|---|---|---|---|---|---|---|---|---|
| Fondo Balanz Renta Mixta | 637.19907 | 1.88% | 33.28% | 20.51% | 16.47% | 28.34% | 51.89% | 63619.91% |
Información Estadística
Rendimiento desde el inicio63619.91%
Meses Positivos 139
Meses Negativos 32
Mejor Rendimiento Mensual 59.94%
Peor Rendimiento Mensual -34.47%
Rendimiento Promedio Mensual 4.11%
Volatilidad (21d) anualizada 20.43%
Rentabilidad Mensual
Fondo Balanz Renta Mixta | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | - | - | - | - | - | 3.01% | -3.11% | 12.51% | -4.5% | 0.37% | 7.63% |
| 2012 | 4.34% | 1.87% | 4.18% | -0.21% | 4.54% | 3.86% | 2.87% | 0.16% | 3.19% | 0.28% | 1.97% | 6.3% | 38.65% |
| 2013 | 8.43% | 1.29% | 6.54% | 5.89% | -4.35% | -6.17% | 1.52% | 5.21% | 4.93% | 7.8% | 3.21% | 0.86% | 39.88% |
| 2014 | 14.49% | -0.34% | 1.5% | 0.09% | 5.27% | -1.07% | -0.11% | 15.52% | 9.36% | -6.53% | -1.37% | -0.93% | 39.13% |
| 2015 | 1.38% | 2.44% | 2.29% | 6.94% | -0.5% | 3.46% | 0.72% | 3.6% | -2.44% | 10.18% | 3.7% | 8.38% | 47.42% |
| 2016 | 1.82% | 5.89% | 0.29% | 1.8% | 3.28% | 5.61% | 2.89% | 1.34% | 4.09% | 2.04% | 1.63% | 1.31% | 36.91% |
| 2017 | 3.18% | 1.8% | 1.98% | 1.38% | 1.87% | 1.54% | 1.61% | 2.57% | 1.05% | 2.04% | 1.25% | 4.06% | 27.17% |
| 2018 | 2.94% | 1.91% | 1.93% | 0.75% | -1.32% | -0.38% | -3.33% | 10.04% | 17.4% | -1.02% | 4.28% | 3.29% | 40.99% |
| 2019 | 10.15% | 2.59% | 1.19% | -3.9% | 1.78% | 6.6% | 5.92% | -34.47% | -9.2% | 10.02% | 5.6% | 59.94% | 39.61% |
| 2020 | 23.42% | -2.04% | -2.96% | 17.92% | 4.63% | 2% | 7.89% | 1.7% | -0.58% | 1.99% | 6.31% | 1.37% | 77.06% |
| 2021 | 3.69% | 2.33% | -0.59% | 5.38% | 6.96% | 3.16% | 4.99% | 4.68% | 3.87% | 5.19% | 1.16% | 3.05% | 53.55% |
| 2022 | 5.69% | -1.26% | 3.24% | 5.21% | 1.38% | 2.53% | 14.06% | 6.56% | 3.67% | 4% | 9.07% | 10.14% | 85.47% |
| 2023 | 11.47% | 1.11% | 4.42% | 11.27% | 9.99% | 11.3% | 7.6% | 28.1% | -0.74% | 15.05% | 13.85% | 19.18% | 242.38% |
| 2024 | 19.12% | -4.2% | 7.94% | 5.48% | 10.92% | 3.01% | 0.23% | 6.87% | 1.17% | 2.93% | 6.98% | 6.53% | 88.72% |
| 2025 | 3.47% | -1.22% | 2.43% | -0.81% | 4.67% | -1.45% | 6.82% | -2.8% | -0.57% | 20.51% | - | - | 33.28% |
