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BTG Pactual SICAV-Mexico Equity A USD

Ranked 32 out of 70 in - Mexico over 12 months
All calculations are in USD unless stated

Managed by

Jose Zitelmann

José Zitelmann works at BTG Pactual as the head of equity strategies. Mr. Zitelmann joined Pactual in 1998 and became a partner in 2004. After an initial year in Corporate Finance, he moved to Asset Management business unit, where he became Head of Latin America Proprietary Equity Desk. He was a member of the executive committee at UBS Pactual. Mr. Zitelmann received his bachelor’s degree in business management from Fundação Getulio Vargas (FGV-SP), a São Paulo Business School.

Objective

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.

Performance

Mexico over : 30/04/2016 - 30/04/2017
  • Rank 32/70 Total Return
  • Rank 62/70 Standard Deviation
  • Rank 31/70 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 15.0%
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. Austria
  2. Finland
  3. Germany
  4. Luxembourg
  5. Portugal
  6. Spain
  7. Sweden
  8. Switzerland
  9. 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

Charges

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