santiagodelaplata-unicorp-patrimonio-premios-expansion-allfunds

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

Grupo Unicaja Banco’s private banking has also come third in the aggressive portfolio category

07 MAY 2021

2 Min reading

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 return in the year 2020, a year marked by the COVID-19. Furthermore, it has come third in the aggressive portfolio category.

 

The prize-giving ceremony of these prestigious awards, which reach their 32nd edition, took place on 6 May, in an event that gathered the asset management sector to recognize the best investment funds and pension plans in 2020. The award to Unicorp Patrimonio was accepted by Santiago Javier de la Plata, analyst from the Investment Department.

 

This 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 28 institutions, and Unicorp Patrimonio has resulted again 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 management 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. 

  • Institucional

Noticias relacionadas

Unicaja Banco collaborates with the XXI AECA International Congress on Sustainability and Digital Transformation, held in Toledo

Unicaja Banco collaborates with the XXI AECA International Congress on Sustainability and Digital Transformation, held in Toledo

More than 50 national and international speakers and more than 300 attendees from 16 countries will participate in the event 22 SEPT. 2021
Read news
Unicaja Banco and Leon City Council collaborate in the Spanish MTB Ultramarathon Championship

Unicaja Banco and Leon City Council collaborate in the Spanish MTB Ultramarathon Championship

The competition will gather some 700 cyclists, including elite and amateur riders 21 SEPT. 2021
Read news
Unicaja Banco, awarded the Business and Trade Award by Malaga City Council

Unicaja Banco, awarded the Business and Trade Award by Malaga City Council

The award was collected on Friday by the Chair of Unicaja Banco, Manuel Azuaga, at an event chaired by Malaga’s Mayor, Francisco de la Torre 20 SEPT. 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.