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BTG Pactual SICAV-Mexico Equity A USD

Ranked 48 out of 75 in - Mexico over 12 months
All calculations are in USD unless stated

Managed by

Jose Garaicochea


The primary objective of the BTG Pactual SICAV-Mexico Equity Fund is to generate long-term returns from capital growth and income by investing primarily in a portfolio of investments in equity and equity-equivalent securities of companies which have their registered office in, and with an official listing on a major stock exchange or other Regulated Markets in Mexico as well as companies with significant operations or carrying out a preponderant part of their business activities in Mexico.

Showing fund performance globally. You can view performance in individual jurisdictions.


Mexico over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.7%
2017 12.7% 15.0% 8.1% -1.8% -7.8%
2016 -11.0% 6.9% -5.1% -2.7% -9.9%
2015 -0.6% 0.2% 0.5% -6.5% 5.6%
2014 -1.8% -12.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Germany
  3. Luxembourg
  4. Portugal
  5. Spain
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date30/04/2014
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN LU1063546003

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).