Portafolios de Inversión

The Investment Portfolio area offers you an investment scheme integrated with the best proposals of our team of strategists and portfolio managers and is designed according to the different investment profiles of our clients which seek competitive returns for their investments.

Each proposal has been designed very carefully to achieve an optimal combination of instruments, following a defined methodology and respecting all operating rules, which are delivered to each client in writing.

The proposed portfolios are operated under an audited system that guarantees uniformity of movements in all the contracts involved, establishing controls to ensure their best execution.

Additionally, the proposed portfolios align to our clients’ objectives by implementing a commission system that is directly dependent on the results of the portfolios. To ensure transparency, this scheme is written in the investment mandate of the portfolio chosen by the client.

Added Value

Increase long-term customer performance.
Revisiones y presentaciones presenciales para el seguimiento del desempeño de la inversión.
Execution aligned to the objectives of our customers, always guaranteeing the best possible market price.
Analysis and operation committee dedicated 100% at all times to investment follow-up.
Methodologies already established for any possible scenario in global markets.
Timely strategy changes in response to any market situation.
Mandates tailored to the profile and/or investment regime of our clients.
Commission schemes aligned to the objectives of our clients.
Preventive and corrective operation systems.
Risk management.

Our portfolio range is made according to the type of instruments composing it:

FIXED-INCOME PORTFOLIOS

GB-100 PORTFOLIO

A short-term portfolio that invests in short and medium-term Debt securities issued by the Federal Government, which in turn are instruments of low volatility, meaning that movements in rates don’t affect it much, however, by having instruments that are short or medium-term and/or revisable, it tends to update its rate of return quickly.

Objective: Resource optimization through low-volatile Government Instruments.

The selection of instruments that compose it is done through an analysis of movement expectations in short to medium-term rates and an analysis of relative value of the instruments.

Benchmark: CETES curve

GB-CORP PORTFOLIO

A short-term portfolio that invests in Debt securities issued by the Federal Government and Stock Certificates, national companies, banking institutions and/or debt of state and municipal governments.

The portfolio is characterized by having private debt instruments, which implies obtaining a surcharge that compensates for the credit risk incurred, however, this risk is mitigated by limiting the counterpart rating.

Strategy: Selection of instruments that offer a surcharge regarding market rates (TIIE. CETES) through the analysis of credit risk, relative value and market expectations.

Objective: Obtain higher yields, combining short and medium-term government and corporate debt instruments.

Benchmark: CETES curve

FIX-3A PORTFOLIO

A medium-term portfolio that invests in Debt securities issued by the Federal Government and Stock Certificates, national companies, banking institutions and/or debt of state and municipal governments.

Unlike the GB-CORP Portfolio, this is a medium-term portfolio. It is characterized by having private debt instruments, which implies obtaining a surcharge that compensates for the credit risk incurred. However, this risk is mitigated by limiting the counterpart rating.

Strategy: Selection of instruments that offer a surcharge regarding market rates (TIIE. CETES) through the analysis of credit risk, relative value and market expectations.

Objective: Obtain higher returns, combining medium-term government and corporate debt instruments.

Benchmark: 70% CETES curve + 30% Government 3-year bonus.

INTEGRAL PORTFOLIO

A long-term portfolio that invests in Debt securities issued by the Federal Government and Stock Certificates, national companies, banking institutions and/or debt of state and municipal governments.

The composition of the portfolio combines medium and long-term debt. Which makes it a bit more volatile, meaning that rate movements have an effect on future performance or on the valuation of the instruments, which is why it is considered a moderate portfolio.

The selection of instruments is made through an analysis of movement expectations in medium and long-term rates, a relative value analysis, and an analysis of the credit situation of the issuers.

Benchmark: 50% of the CETES curve plus 50% of the 10-year M Bonus.

MULTI-ASSET PORTFOLIOS

Compound Portfolios have been designed for those investors who seek to diversify their investments in the Debt and Capital markets, in addition, they were designed with the intention of adjusting to the profile and/or needs of each of our clients.

Each portfolio can combine one of our Debt portfolios with an Equity portfolio, in the following proportions:

	Debt	Equity
V – 10	90%	10%
V – 30	70%	30%
V – 50	50%	50%

However, we can assemble the combinations that the customer wants according to their profile.

Benchmark: The combination of the benchmarks from each portfolio, in the chosen proportions.

Portfolio V-10: A portfolio for those investors who want to venture into Equities with low exposure, and are sensitive to volatility or seek to consolidate their assets.

Portfolio V-30: A portfolio for those investors who want to increase their profits in the long term, who are not so sensitive to volatility and want to increase their assets.

Portfolio V-50: A portfolio for those investors who want to strongly increase their profits in the long term, who are not sensitive to volatility in their investments intended to strongly increase their assets.

EQUITY PORTFOLIOS

ACTIVE MANAGEMENT PORTFOLIO

A portfolio that invests exclusively in national equity instruments, it selects its Shares through the combination of Vector’s Fundamental Analysis and from other brokerages, giving it dynamism through Technical Analysis and operation flows.

It analyzes the issuers by their expected performance, combining technical analysis to decide moments of entry and/or exit, in addition to the supply and demand in the market.

Objective: Create value to the investor through a strategy with direct exposure in shares of national companies of high, medium and low capitalization registered in the Mexican Stock Exchange and overcome its benchmark (CPI).

Benchmark: Consumer Price Index (CPI)

TECHNICAL ANALYSIS PORTFOLIO

This portfolio is based on the Technical Model Portfolio published by our Analysis department and is made up of shares of Mexican companies that are part of the Mexican Stock Exchange (BMV)

The Technical Model Portfolio uses Technical Analysis to determine which actions offer a higher performance expectation than the Consumer Price Index (CPI), and with this selection the portfolio is composed.

The changes are determined by our technical analysts, who look for patterns in the graphs, such as, trend changes, breaking figures or moving averages, among others, that indicate a possible behavior of the price of a share.

Additionally, it takes into account the Fundamental Analysis; supply and demand; rights or dividends and can participate in primary placements of shares.

Benchmark: Consumer Price Index (CPI)

GLOBAL PORTFOLIO

This portfolio is made up of shares of Mexican companies that are part of the Mexican Stock Exchange (BMV) and international shares that are listed on the BMV International Quotation System (SIC).

It uses Operational Flow analysis to select High Performance Shares in the short term, which offer a higher performance expectation than your Benchmark.

Additionally, it takes into account the Fundamental and Technical Analysis, supply and demand, rights or dividends, daily reports on the market and issuer expectations, economic information and news in global markets, among others.

Benchmark: 50% with the performance of the CPI and 50% of the S&P500 converted to pesos

SIC PORTFOLIO

This portfolio is made up of international shares and indices that are listed on the BMV International Quotation System (SIC)

Objective: Create value to the investor through a strategy with international exposure by investing in ETFs or issuers representative of their benchmark.

It is managed through sub or over weighting in attractive countries, sectors and/or issuers through fundamental perspectives.

Selection of international sectors and issuers, listed in the SIC which are chosen through a “Top Down” analysis, combining Vector’s analysis and from other brokerages, giving it dynamism through Technical Analysis and “momentum”.

Benchmark: Dow Jones Global Index (W1DOW), a global RV index representing about 95% of the world's capital markets

DESIGN PORTFOLIOS

The design portfolios are portfolios for individuals with high patrimonial value or legal entities that, by regulation, require a portfolio with special investment characteristics.

Although the Design Portfolios follow Vector’s strategies, each portfolio is managed under the specific requirements of each investor who requests it and is managed and operated under the same standards of all our other portfolios, which guarantees the maximum care for your investments.

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Investment Portfolios