Fund portfolio model


What are they?
Presentation

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Historical
Returns

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Monthly
Bulletin

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Protect

Provides a way your money not to lose its purchase power, due to inflation.

1-3 years

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Growth

Provides a way to make your savings grow and reach your short term intermediate goals: buy personal property and fixed assets.

3-5 years

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Build

Mainly provides a way your savings become a financial equity for planned or unexpected events in the future: college or university payments, illnesses, etc.

5-10 years

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Invest

To provide maximum returns on money, and have sufficient funds available during retirement.

Up to 10 years

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