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Reseña del Fondo de Renta Variable Gestionado de XHE Capital

🌐 English | Vedi in Italiano

En esta reseña, hablaremos de XHE y de la opción de inversión que se ofrece.

XHE Capital LLP es una firma de gestión de inversiones especializada en los mercados de renta variable global. Su estrategia de inversión en mercados públicos se basa en investigación.

Si deseas invertir como expatriado o persona de alto patrimonio, que es mi especialidad, puedes escribirme (hello@adamfayed.com) o por WhatsApp (+44-7393-450-837).

Esto incluye si buscas una segunda opinión o inversiones alternativas.

Algunos datos pueden haber cambiado desde la fecha de redacción, y nada de lo que se dice aquí constituye asesoramiento financiero, legal, fiscal o individual, ni una solicitud de inversión.

Conocer el contexto del proveedor de inversión es importante antes de analizar la inversión en sí. Este artículo es solo para no residentes en el Reino Unido y los inversores deben realizar su propia investigación.

¿Quién es XHE Capital LLP?

La inversión a largo plazo y la gestión prudente del riesgo son el núcleo de la misión de XHE Capital para ofrecer rendimientos estables protegiendo los fondos de los clientes.

XHE Capital, con sede en Londres, está regulada por la Autoridad de Conducta Financiera del Reino Unido (FCA).

¿Qué es un fondo gestionado?

Un “fondo gestionado” es un vehículo de inversión que emplea expertos financieros para administrar el dinero de múltiples inversores. Las decisiones de inversión las toma el gestor del fondo.

Este tipo de estructura permite diversificar y reducir riesgos.

Fondo de inversión gestionado vs Fondo de renta variable gestionado

Un fondo de inversión gestionado puede invertir en acciones, bonos, inmuebles, etc.

Un fondo de renta variable gestionado se enfoca exclusivamente en acciones y otros valores de renta variable.

Fondo de Renta Variable Gestionado de XHE Capital

El Fondo fue lanzado en 2020 para ofrecer crecimiento de capital a largo plazo con un perfil de riesgo definido. Se basa en el análisis propio de XHE.

Primera parte: inversiones a largo plazo en mercados desarrollados, especialmente en Europa y EE.UU.

Estrategias: trading de posiciones, gestión del riesgo y exposición a índices bursátiles mediante acciones, futuros, ETFs, etc.

Segunda parte: inversión activa para capturar alzas del mercado y cubrir caídas. Objetivo: superar el índice MSCI World ajustado por riesgo.

El fondo puede mantener activos líquidos e invertir en instrumentos cotizados en mercados de EE.UU. y fuera. Puede cubrirse frente a variaciones cambiarias.

Ofrece liquidez mensual para compra y venta de participaciones.

Comisiones del Fondo de Renta Variable Gestionado de XHE

1% de comisión de gestión y 10% de comisión de rendimiento si se alcanzan ciertos objetivos o benchmark.

Rentabilidad del Fondo de Renta Variable Gestionado de XHE

2022: +6,9% enero, +9,2% febrero, +4,5% marzo, +6,4% abril, -0,9% mayo, +2,0% junio, +0,9% julio, -0,1% agosto, 0,0% septiembre, -0,3% octubre, -0,2% noviembre, +0,4% diciembre. Total: +32,2%.

2023: +1,8% enero, +0,3% febrero, -0,2% marzo, +5,0% abril, +0,9% mayo, +0,8% junio. Datos julio-diciembre no disponibles. Retorno YTD 2023: +8,7%.

Managed Equity A1 USD / Managed Equity H1 USD

Las participaciones pueden emitirse y reembolsarse de forma continua según la demanda. El fondo no tiene vencimiento; su duración es indefinida.

¿Quién puede invertir en el Fondo de Renta Variable Gestionado de XHE?

El producto es para inversores minoristas que cumplan ciertos requisitos: no ser persona estadounidense, comprender el riesgo de pérdida total y buscar inversión a medio plazo.

Se recomienda asesoramiento financiero antes de invertir.

Reembolso del Fondo de Renta Variable Gestionado de XHE

La inversión debe mantenerse al menos cinco años. El reembolso anticipado puede reducir la rentabilidad y aumentar el riesgo.

Vender antes de tiempo puede provocar pérdidas. Considera tus objetivos financieros y tolerancia al riesgo antes de tomar esa decisión.

Pained by financial indecision?

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