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Posts Tagged ‘investment’

Our meeting point daily with information from investment funds is preparing to close the fifth month of the year. A month in which the uncertainty and upheaval that threaten the developed economies, has meant a further loss for the entire equity investment funds.

Certainly one months complex, if we consider that, the campaign to attract deposits at 4% has been a fierce competition for deposits that have seen savings income have primacy profitability liquidity and availability before investment.

However, in the most positive aspect of this financial product, we highlight in this closing month of the campaign.

Campaigns in which a large number of entities have conditioned the granting of high returns to the relocation of portfolio investment funds from other entities or to the formalization of a new investment fund.

After our review for the best of the week, we pause today, in a very favorable data to make ends meet.

The assets of investment funds raised in October by 0.4% encouraged by the bond and the industry.

A report by the corporate savings has been reported that the monthly balance is mainly due to the excellent performance of fixed income in the preceding months and, on the other to the market instability.

From another perspective, managers have focused on, in search of its goals, better placement of investment funds.

Savers investment funds seeking perfect combination of security, profitability and liquidity and have been precisely those variables, which have led customers to choose investment funds in fixed income.

During the month of October have been reduced recruitment positions through deposits and equity, but investment funds have experienced fixed-income growth of 0.4%. Read the rest of this entry »

The deposits are attracting equity investment funds. Monday in our daily meeting point for investment funds. One Monday in which the macroeconomic scenario no improvements, the euro back to depreciate against the dollar, the Ibex 35 closed at 9280 points and data assets of investment funds published by Inverco for the month of April, show decreases 1.32%.

Decreases reflecting a loss of EUR 2.123 million, refunds that involve a derivation of assets of investment funds to pension plans and high-yield deposits.

However, the entities have the campaign to retain existing investment funds in a time when all financial products are used to deposit instruments.

Investment funds and fixed income investment funds guaranteed are those that have had better results. No doubt the protagonist saving is also for investors.

We started the day on Tuesday at our meeting point for investment funds and do it with an operational procedure.

We speak of the procedure to follow if you want to make a transfer of its portfolio of investment funds to another entity.

For starters, the application is always on the target entity, which should indicate whether the transfer is complete or incomplete and prove its global position statement of the investment fund.

After 24 hours of your request and be in the bank of origin after working 48 hours should be posted and available for consultation.

As a general rule, transfers are available in a week.

Note: Remember that mutual funds are the only product of savings and investment that can make as many transfers as it sees fit without having to pay tax on capital gains.

In terms of investment, guaranteed investment funds are those that ensure recovery of investment and, in some cases, a pre-set performance that will be added to the capital invested if the objectives are achieved.

If you enter into a guaranteed investment fund, must pay attention to the following:

Capital Guarantee: You must be very sure that the guarantee of effectiveness of capital invested is not restricted to meeting certain requirements and, if so, you must meet those requirements.

Liquidity: A large proportion of guaranteed investment funds subject the liquid to conditions. As in the previous paragraph should make sure what these requirements.

Expected return: investment funds are secured bond to ensure the recovery of invested capital plus a percentage of return agreed in advance. There are also guaranteed investment funds in equities, this method does not guarantee investment returns only.