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SP 500   1,651   4.84  Index Moved Down -0.29%
BES F00000069T VILAPENSINII F0GBR05319 Macroaxis 20 Iron Corporate Bonds 
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Bestinver quote and profile

 
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0.93
  
FUND
0.00  No Change   0.00%  
May 23 2013 

Diversification Suggestion

Use Bestinver to protect against small markets fluctuations. The fund experiences stable pattern. Watch out for signals
Analyze Bestinver Ahorro PP Trend or Check current 30 days Bestinver correlation with market (S&P 500)
1 Month Beta 95.0  
Highest Price:  
Lowest Price:  
36.53  
0.85  
May 16 2013 
May 07 2013 
As market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Bestinver will likely underperform.
Bestinver Ahorro PP Large BetaBestinver Ahorro PP Beta Legend
BES Spain Barcelona
Bestinver Ahorro PP
Bestinver Pensiones
Euro Aggressive Balanced PP
Benchmark S&P 500
Currency: EUR - Euro
Traded on Barcelona Stock Exchange
    
Number of Employees1
Net Asset233.47 M
 thisGreen BES BES.BC agains markets  0.00 % No Change  
 
 United States SP 500   0.29 % Macroaxis: 0.29 Moved Down  
 
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Francisco Paramés  Money Manager
Fund Manager since May 20, 1996
He has an Economics degree and a Master?s degree . In 1989 he joined Bestinver, where he began to manage portfolios and funds. In 1997 he began to manage Bestinver International, taking it to the leading positions in th...
    

Bestinver Price and Market Media

The median price of Bestinver for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 0.94 with a coefficient of variation of 283.76. The daily time series for the period is distributed with a sample standard deviation of 8.9, arithmetic mean of 3.14, and mean deviation of 4.17. The Fund did not receive any noticable media coverage during the period.
Bestinver         SP 500
Price Growth (%)
 

Bestinver Summary

Bestinver Ahorro PP [BES] is traded in Spain and was established in May 20, 1996. The fund is listed under Euro Aggressive Balanced PP category and is part of Bestinver Pensiones family. This fund currently has accumulated 233.47 M in assets under management (AUM) with minimum initial investment of 100. Bestinver Ahorro PP is producing Year-To-Date (YTD) return of 4.88%, while the total return for the last 3 years was 20.21%.

Fund Instrument Allocation for Bestinver

The fund invests 66.78% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash(27.46%) and various exotic instruments (5.759999999999991%).
Past Market
Over 30
Days
13
Out Of
100
 
Chance of
Less
Than
%
 
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Bestinver Research Report

Bestinver vs. Tressis

Correlation analysis and fundamentals comparison between Bestinver Ahorro PP and Tressis Cartera Crec

Bestinver Asset Under Management

Bestinver Ahorro PP is second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Euro Aggressive Balanced PP category is currently estimated at about 626.87 Million. Bestinver totals roughly 233.47 Million in net asset claiming about 37% of all funds under Euro Aggressive Balanced PP category.

Bestinver Fundamentals

Ten Year Return vs Equity Positions Weight
Five Year Return vs One Year Return
Ten Year Return vs Minimum Initial Investment
Net Asset vs One Year Return

Bestinver vs Competition

Bestinver vs. Naranja 2020 PP
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Bestinver vs. Ahorroburgos 2 PP
Bestinver vs. Agro Plan Caja de Burgos PP
Bestinver vs. Tressis Cartera Crecimiento PP
Bestinver vs. Rioja 3 PP
Bestinver vs. Ontinyent Renta Variable PP
Bestinver vs. Sanity PP
Bestinver vs. Asefarma Equilibrado PP

Bestinver May 23 2013 Opportunity Range

Downside Deviation49.6
Information Ratio0.2423
Maximum Drawdown3883.43
Value At Risk(97.26)
Potential Upside3786.17

 
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