Protect yourself from inflation, the 10 most profitable Spanish investment funds

messi1063

In a context like the current one, with inflation completely skyrocketing, investors seek protection. In the global calculation so far in 2022, the revaluation of prices is already above 8% . A real madness. Faced with this chaotic situation, investors are desperately looking for options that allow them to combat it and not lose purchasing power. You know, inflation is that silent tax that erodes fixed incomes and can even make them disappear. Given the prevailing need to seek optimal returns, today Economía 3 reviews the most profitable Spanish investment funds in the last 6 months . Based on data provided by Morningstar , we will review the ten financial vehicles that are best rewarding their investors in the last semester. But, first of all, what is an investment fund? We could define an investment fund as a financial vehicle that concentrates the capital of several investors to invest jointly. If we are governed by the criteria of the CNMV , the investment funds are CCI (Collective Investment Instructions).


These financial instruments consist of assets formed by the contributions of a variable number of people (natural or legal) called participants. In general, the capital of investment funds is managed by managers (independent or from the banking entities themselves). Their main function is to invest the money they have responsibly, trying to place that capital in different financial products in the stock market, seeking to increase its value in Phone Number Data the long term . Types of Investment Funds Among the main assets in which most investment funds invest, we can highlight: Actions Foreign exchange Public or private debt Raw Materials Other investment funds The profitability of the funds is calculated based on the returns of the assets in which they invest during a certain period. To invest in a fund, the person must acquire a part of the fund in question, which is called a participation. The value of a unit or the "fund liquidation" is calculated by dividing the fund's assets by the number of units in circulation. An average profitability of 35.68% The 10 best investment funds in our country appreciated by an average of 35.68% over the last six months. Spectacular performance.



Even more so, taking into account the strong volatility of the markets as a result of the war between Russia and Ukraine and exorbitant inflation. Without going any further, in this same period our Ibex 35 has practically lost 7% of its value. ALCALA MULTIGESTION / GARP, AZVALOR INTERNACIONAL, FI, and GLOBAL ALLOCATION, FI I make up the Top 3 The winner of this particular classification is the ALCALA MULTIGESTION / GARP fund , which has total exposure to equities, in companies of any nationality and level of capitalization. The Credit Andorra manager thus achieves a profitability of 65.76% , a really good result for its investors. Accompanying him on the podium, we find the funds AZVALOR INTERNACIONAL, FI, and GLOBAL ALLOCATION, FI I with 45.53% and 44.71% respectively . Both funds invest in national and international equities, in addition to having a moderate exposure to fixed income. The rest of the funds also achieved really positive results, showing the recovery in the financial markets in 2022. We hope that this trend continues over time, and that our readers continue to benefit from their returns.