The brokerage company launched a new alternative that includes sovereign and corporate bonds from Latin American countries in the investment portfolio.
The Balanz brokerage company launched this week a new Common Investment Fund (FCI) 100% in dollars. This new alternative, called Balanz Strategy III Latamis designed for those investors with a moderate profile who seek to diversify their currencies to Latin American countries, with a medium-term time horizon.
This FCI seeks to maximize risk-adjusted return by investing in a diversified portfolio of corporate and sovereign bonds from Mercosur countries + Chile (including Argentina) and allows access to a portfolio managed by fixed income experts in all countries in the region.
This fund is ideal for:
- People and companies with liquid dollars in their bank accounts or in client accounts that seek to expand their investment universe to Latin American countries, in addition to Argentina.
- Those new investors with moderate profile and investment horizon medium term.
“With the launch of the FCI Strategy III Latam, at Balanz we reaffirm our commitment to offering innovative products that allow our clients to access investment opportunities in Latin America, diversifying their portfolios and optimizing risk-adjusted performance,” he said. Gabriela FriedlanderAsset Management Director of Balanz.
Main characteristics of the Balanz Strategy III Fund (Latam):
- Currency: Dollars
- Risk profile: Moderate
- Investment horizon: Medium term
- Minimum investment: US$100
- Rescue period: t+1
- Subscription and redemption hours: Until 3:00 p.m.
- Modality: Open fund regulated by CNV.
- It has a special quota for laundering.
With this launch, one of the leading FCI Independent Managing Companies in wealth management in Argentina and the region highlighted its “commitment to the development of innovative products that respond to the needs of current investors, providing access to international markets.” To invest in the fund, you can find it under the ticker ESTRA3.
Source: Ambito
