Invests in the money market and debentures, primarily in euros. Actively manages the duration and maturity structure based on yield spreads and interest rate prospects.
Funds
Fixed income
EDM Ahorro
This is a flexible fixed income fund that may invest in both sovereign and corporate debt, depending on the market situation. Within corporate debt, the fund has room to invest in issues of varying credit quality, with an emphasis on investment-grade.
As part of the analysis process, issues are meticulously selected by assessing their growth profile, balance sheet strength, debt structure, and other criteria. The portfolio is highly diversified among various issues and issuers.
Managers
Karina Sirkia
Regulatory documentation
R Class Fund datasheet
L Class Fund datasheet
R Class DFI
L Class DFI
F Class DFI
R Class Profitability Scenario Analysis
L Class Profitability Scenario Analysis
F Class Profitability Scenario Analysis
R Class full prospectus
L Class full prospectus
F Class Full prospectus
Full prospectus
Sustainability Disclosures
Pre-contractual information related to sustainability
Sustainability Annex
Statement regarding the main adverse impacts of investment decisions on sustainability factors
Historical facts
EDM Ahorro 2024
EDM Ahorro 2019-2024