Services

Fixed Income Fund

Portfolio Management

We manage the portfolio by seeking high diversification across economic sectors to ensure its healthy performance. According to economic cycles, some sectors tend to perform better than others.

During difficult times, companies that produce essential goods will suffer less than those in the technology or construction sectors. However, if the economy thrives, the latter typically generate above-average returns. Maintaining proper diversification across companies in different sectors helps protect the fund’s overall portfolio.

Renewable Energy

Airlines

Industrial

Energy/Oil

Commerce

Telecommunications

Financial Services

Banking

HIGH DIVERSIFICATION

Access to a wide selection of investments through the fund. Legal limits and investment policies ensure diversification.

EXPERTS INVEST FOR YOU

Your money is managed by a team of experts dedicated to achieving the best results based on the objectives established in the Fund.

TAX EXEMPTION

The law states that issuers registered on the Panama Stock Exchange are exempt from taxes.

SECURITY AND TRANSPARENCY

Regulated and listed by the Superintendency of the Securities Market and the Panama Stock Exchange.

GLOBAL STRATEGY

The Fund may invest in global assets according to legal limits and investment policies.

DOLLAR RETURNS

As a result of an optimal mix of fixed income across various companies and geographic regions.

OPPORTUNITY IDENTIFICATION

Dynamic and ongoing monitoring of local and international markets according to approved investment policies.

FUNDAMENTAL AND TECHNICAL ANALYSIS

Rigorous issuer selection process based on international standards.

APPROVAL BY INVESTMENT COMMITTEE

Top-tier financial service providers ensure the transparency and competitiveness of portfolio management. – SweetWater Securities – Latinclear – Pershing LLC

MANAGEMENT AND EXECUTION

Decision-making by a team of financial experts who meet regularly to implement the investment strategy.