unicorp_patrimonio_premio_expansion_mejor_cartera_conservadora

Unicorp Patrimonio wins the Expansión-Allfunds competition for the best conservative portfolio

Unicorp Patrimonio, Grupo Unicaja Banco’s private banking, has been awarded in the 31st Edition of the Expansión-Allfunds Funds Awards, in the category of conservative portfolio

05 MAR 2020

3 Min reading

The award is endorsed by additional recognitions by Morningstars and Funds People, and it is the perfect ending for a year, 2019, characterized by the good performance of Unicorp Patrimonio, confirming the excellent management carried out in the last years by its investment team.

 

The Expansión-Allfunds award to the 'Best conservative investment fund portfolio', which has had the participation of 25 institutions, has been received at a ceremony award held on Wednesday in Madrid by the Investment Manager of Unicorp Patrimonio, Miguel Ángel Paz.

 

This conservative fund basket has emerged as the winner after getting the best result, with a 13.27% rise and a 2.08% volatility (maximum limit of the competition: 5%). The compositions of the winner portfolio share the same investment strategy, in a very concentrated version, that the Unicorp Patrimonio team applies in the funds, sicavs and portfolios managed in private banking.

 

This is the fifth occasion on which Unicorp Patrimonio wins one of the Expansión-Allfunds portfolio competitions, two of them related to stock exchange portfolios and this one on fund portfolio, which join the two awards achieved in 2018 for its aggressive and conservative portfolios.

 

Unicorp Patrimonio is specialized in wealth management and advice. A pioneer in private banking activities since 1999, it has an experienced human team in Andalusia, Madrid, Castilla-La Mancha, Castilla y León and Extremadura. Its investment philosophy arises from a global strategic approach, combining different types of assets in an efficient portfolio construction which allows reaching positive moderate returns which are stable in the medium-term.

 

Positive year with several recognitions by Morningstar and Funds People

 

The Expansión-Allfunds award is the perfect finish for the excellent year of Unicorp Patrimonio, with good performance as managers of its mixed funds Unicorp Selección and the discretionary management of portfolios. It has improved its reference indicators, with annual returns ranging from 5.28% to 36.43%, depending on the risk profile.

 

In sum, the results of 2019 confirm the good management carried out in the last years by Unicorp Patrimonio investment team. For instance, the rating agency Morningstar granted in 2019 four stars to the profiled fund Unicorp Selección Dinámico. There are only four profiled funds traded by Spanish entities (moderated risk 4, following the 1 to 7 scale of the CNMV) with four stars granted by Morningstar, and none with five stars. The fund Unicorp Selección Dinámico is the most profitable at 1 and 3 years, as at the end of 2019.

 

This fact reflects the good three-year return-risk of the product. The rest of profiled funds have three Morningstar stars. As at the end of the year, Unicorp Patrimonio’s baskets of discretionary investment fund management stood at the first quartile at 1, 3 and 5 years in all the risk profiles. Additionally, the rating agency Morningstar has also granted a recognition to the fund Unicorp Selección Dinámico, four sustainability globes.

 

Additionally, Unicorp Patrimonio management has also been recognised by the analysis team of Funds People, which has granted its Funds People Label 2020 as featured product of the year to two funds: Unicorp Selección Prudente FI and Unicorp Selección Moderado FI.

  • Productos y servicios

Noticias relacionadas

Unicaja Banco supports one more year the work of Federación Malagueña de Peñas with a comprehensive financial service to support its activities in the context of COVID-19

Unicaja Banco supports one more year the work of Federación Malagueña de Peñas with a comprehensive financial service to support its activities in the context of COVID-19

Unicaja Banco supports the work of Federación Malagueña de Peñas (Malaga Federation of Associations) with the signature of an agreement to put at the disposal of the association itself and of its more than 100 member associations a comprehensive specific financial service to facilitate the development of their activities and projects, especially now due to the crisis caused by the COVID-19 09 MAR. 2021
Read news
Unicaja Banco and Colegio de Farmacéuticos de Málaga renew their collaboration, with a comprehensive financial service for the 700 pharmacies in the province, in the context of COVID-19

Unicaja Banco and Colegio de Farmacéuticos de Málaga renew their collaboration, with a comprehensive financial service for the 700 pharmacies in the province, in the context of COVID-19

Unicaja Banco reinforces its support to the Colegio Oficial de Farmacéuticos de Málaga with the renewal of an agreement under which the Bank will continue to provide a comprehensive specific financial service to the over 2,000 pharmacists and 680 pharmacies member of the association 04 MAR. 2021
Read news
Unicaja Banco participates one more year in the advance payment of EU’s agricultural subsidies (CAP) and offers over €325 million in loans

Unicaja Banco participates one more year in the advance payment of EU’s agricultural subsidies (CAP) and offers over €325 million in loans

The bank provides its customers with the possibility of receiving the advance payment of the aids through loans under advantageous conditions, as well as with advice and personalized management in the processing of their application dossiers 23 FEB. 2021
Read news

For Unicaja Banco S.A., the holder of the web page, it is important to adapt to your tastes and preferences, for which we use own and third-party cookies, that gather connection data that may be linked to your registration user name, the purpose of which is to measure traffic and user interaction with the web page, to help to improve operation of the web content, as well as the services and products offered, preparing behaviour profiles, while always protecting your privacy. You may transparently choose the configuration that suits you best, without that causing any change in your usual operations.