Skip to main content

Nuestro objetivo es ofrecer un servicio diferencial, innovador y de calidad basado en la gestión activa de las inversiones.

Nuestra gama de fondos quality se distribuye a lo largo de tres estrategias creadas y pensadas para cualquier inversor que busque encontrar un producto de calidad que proporcione diversificación y flexibilidad a su cartera.

Te ofrecemos contenidos exclusivos en todos los formatos para que estés siempre al día tanto si te estás iniciando en el mundo de las inversiones como si ya tienes experiencia en este ámbito.

Anta Quality Global Equity

Anta Quality Renta Variable Global

  • 1 Month Return

    2.70%

  • 3 Month Return

    7.93%

  • 3 Month Volatility

    10.03%

  • 3 Month Tracking Error

    11.67%

  • 1st position in the portfolio

    Alphabet Inc-CL A 2.19%

  • 2nd position in the portfolio

    Airbnb Inc-Class A 2.18%

  • 3rd position in the portfolio

    Amazon.com Inc 2.16%

    Class “B” data as of 12/16/2024. This data is being used to create a model portfolio; in no case does it correspond to actual fund data. No management fees or depositary fees are applied.
    The 3-month profitability is calculated based on the following formula Net asset value Closing/Net asset value-1
    The 3-month volatility is calculated as a standard deviation of the daily return (NAV today/NAV -1) for a 3-month period and then annualized by multiplying the result by √262.
    The 3-month Tracking error is calculated with the daily return of the fund minus the daily return of its reference index. The standard deviation is calculated on this sample and multiplied by √262 for annualization.

    Anta Quality Global Equity is an actively managed fund that invests globally in shares of high-quality companies, leaders in their sectors, with low debt, monopolistic market structures, and strong competitive advantages. The fund’s objective is long-term value creation through constant global opportunities search at a reasonable price. The strategy is dynamically managed through quantitative and qualitative analysis, allowing access to a highly diversified portfolio of securities.

    It invests in high-quality companies with robust and sustainable business models, grounded in enduring competitive advantages, leadership positions in their industries, and excellent corporate governance. In addition to providing a return on invested capital above the cost of capital, increasing and recurring profits, demonstrating a high capacity for cash flow generation, and maintaining a low level of indebtedness.

    The fund targets any investor seeking exposure to equities and the potential for long-term returns through investment in quality assets, or investors aiming to maintain proper diversification of their investments


    Fund data

    ISIN

    Class A – ES0109266009

    Class B – ES0109266017

    Morningstar Category

    Internacional Equity 

    Minimum Investment

    1 share

    Liquidity

    Daily

    Custodian

    Inversis

    SFDR Classification

    Article 8

    Patrimonio

    Assets


    Returns

    Returns

    Returns Calculator


    Management Team

    FedericoBattaner
    Chief Investment
    Officer

    Victor Morales
    Fund
    Manager

    Documentation

    Commercial Factsheet

    KIID Class A

    Monthly Factsheet

    KIID Class B

    ESG Factsheet

    Sustainability annex

    Prospectus
    Regulation

    Available at