Skip links
Login
O'Rourke Fondos de Inversión in Guadalajara

Principal

PRINFMP - Debt M.N. Medium Term

PRINFMP will invest mainly in bonds and instruments issued by the Federal Government, Banks, public and private companies to diversify its portfolio, carrying out a mix of different maturities.

The fund is aimed at individuals, corporations and non-taxpayers seeking medium-term investments.

PRINFGU - Debt M.N. Liquidity

PRINFGU will invest exclusively in government debt securities, including monetary regulation bonds.

The fund is aimed at individuals, corporations and non-taxable persons seeking low-risk and liquid investments.

PRINRVA M.N. Patrimonial Variable Income

PRINRVA maintains an active management. It will invest at least 80% in shares of Mexican companies, the other 20% may also be invested in equities and/or debt instruments. It will use as a reference the issuers that make up the IPyC, without aiming to replicate it.

The fund is aimed at individuals seeking long-term, high-risk investments.

LIQUIDITY - Debt M.N. Liquidity

LIQUIDO seeks to provide a short-term investment alternative to optimize available resources, or as a temporary investment to form combinations with other longer-term funds. It will invest primarily in peso-denominated debt and up to 20% in securities denominated in foreign currencies and UDIs, although this is not its main objective. The fund is aimed at individuals, corporations and non-taxpayers seeking low-risk and liquid investments.

PRINMAS Debt M.N. Medium Term

PRINMAS will have an active management strategy, maintaining in investment a minimum of 49% of instruments issued by the Federal Government, including UDIS directly, and without being its main objective, it may invest in up to 51% of securities denominated in foreign currencies.

The fund is aimed at individuals, corporations and individuals not subject to withholding tax who are looking for medium-term investments that allow them to optimize their resources.

PRINLS1 - Life Cycle

PRINLS1 may invest in shares of investment companies with assets in Debt or Equity (under the figure of Fund of Funds), ETF'S, Ishares, and debt or equity securities in direct, domestic or foreign. The asset composition is 80% in Debt Instruments and 20% in Equities.

The fund is aimed at individuals seeking long-term investments and low to moderate risk.

PRINLS2 - Life Cycle

PRINLS2 may invest in shares of investment companies with assets in Debt or Equity (under the figure of Fund of Funds), ETF'S, Ishares, and debt or equity securities in direct, domestic or foreign. The asset composition is 50% in Debt Instruments and 50% in Equities.

The fund is aimed at individuals seeking long-term investments and moderate to high risk.

PRINLS3 - Life Cycle

PRINLS3 may invest in shares of investment companies with assets in Debt or Equity (under the figure of Funds of Funds), ETF'S, Ishares, and debt or equity securities in direct, domestic or foreign. The asset composition is 20% in Debt Instruments and 80% in Equities.

The fund is aimed at individuals seeking long-term, high-risk investments.

MEXEQTY – Equities .- Specializing in Domestic Stocks

The Investment Fund will invest primarily in shares of companies listed on Mexican stock exchanges, either directly and/or through investment funds or vehicles that track the performance of Mexican equity indices in collective investment schemes such as Exchange-Traded Funds (ETFs) and/or TRACs (Equity-Referenced Securities) whose underlying assets are consistent with the Investment Fund’s investment policy and that are registered with the National Securities Registry or listed on the SIC. In addition, the Fund may invest directly in debt instruments denominated in local or foreign currency and/or UDIs (Investment Units). Investments may also be made in Real Estate Trust Certificates (FIBRAS). The Fund’s investment horizon is long-term, and the recommended holding period for investors to realize the benefits of the investment strategy is 3 years.

PRINLS0

The objective of the PRINLS0 Fund is to offer a long-term investment alternative based on a specific level of risk. It will be invested primarily in investment funds, ETFs, or TRACKs in debt and equity instruments, which may be domestic or foreign. This is supplemented by direct investments in debt or equity securities. To achieve this objective, the overall investment portfolio is diversified, with 60% to 99% of net assets allocated to debt instruments and 1% to 40% of net assets allocated to equity instruments. The PRINLS0 Fund has low volatility, and the recommended holding period for the Fund—taking its investment objective into account—is estimated to be 1 year.

Daily prices

CHANGES TO PROSPECTUSES

HOLIDAYS AND SCHEDULE CHANGES

RELEVANT EVENTS

Login