equipo_unicorp_patrimonio

Unicorp Patrimonio, Unicaja Banco’s private banking, wins again the Expansión-Allfunds competition for the best conservative portfolio, and comes third for the aggressive portfolio

Unicorp Patrimonio SV, Grupo Unicaja Banco’s private banking, has been awarded, for the third time, in the Expansión-Allfunds Funds Awards, in the category of ‘Best conservative investment fund portfolio’, having obtained the best profitability in the year 2020. Furthermore, it has come third in the aggressive portfolio category

15 JAN 2021

2 Min reading

The latest award reflects Unicorp Patrimonio’s trajectory of excellent results, despite 2020 having been a complicated year, and reaffirms the adequate management carried out by its investment team.

 

The Expansión-Allfunds award to the ‘Best conservative investment fund portfolio’ has had the participation of 30 institutions, and for the second year in a row, Unicorp Patrimonio has resulted the most profitable entity.

 

This conservative fund basket has emerged as the winner after getting the best result, with an 8.13% rise and 3.62% volatility. 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.

 

Previous awards

 

This is the sixth occasion on which Unicorp Patrimonio wins one of the Expansión-Allfunds portfolio competitions: four of them related to funds baskets –three in the conservative category (2017, 2019 and 2020) and one in the aggressive category (2017), and two of them related to stock exchange portfolios (2004 and 2015).

 

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, Castilla y León, Madrid, Castilla-La Mancha 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.

 

It is one of the pioneering entities in Spain in the discretionary management of international funds portfolio, with a historic of more than 18 years. A chart is attached below with the returns of the portfolios and funds managed by Unicorp Patrimonio, showing profitability over the average at three years, with a controlled volatility.

 

Download here the graphics associated with the press release

 

 

 

 

 

  • Institucional

Noticias Relacionadas

Unicaja celebra un entrenamiento con Arbeloa como preparación a la Carrera Solidaria de la Fundación Real Madrid de este domingo

Unicaja celebra un entrenamiento con Arbeloa como preparación a la Carrera Solidaria de la Fundación Real Madrid de este domingo

Unicaja, patrocinador principal de la prueba, instalará una Fan Zone con juegos y retos para los participantes 23 FEB. 2024
Read news
Unicaja sponsors the 17th XVII Andalusian Conference on Teaching Economics in Secondary Education

Unicaja sponsors the 17th XVII Andalusian Conference on Teaching Economics in Secondary Education

This meeting, organized by the Faculty of Economics and Business Science of the UMA and the Junta de Andalucía, is dedicated to scientific updating and didactics aimed at teachers of Economics and Business in secondary education 16 FEB. 2024
Read news
Unicaja, first financial institution to obtain AENOR's double certification in Information Security and Privacy

Unicaja, first financial institution to obtain AENOR's double certification in Information Security and Privacy

Unicaja has obtained from AENOR the certifications related to Information Security and Privacy Management, which reflect the work and commitment of the institution in this area. It is the first and only financial institution to hold both AENOR certifications 13 FEB. 2024
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.