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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.

PEMERGE - Equities - Specializing in International Equities

The Fund will invest mainly in equities belonging to stock markets of countries commonly referred to as Emerging Economies; and this may be done directly or through mutual funds and other domestic or foreign collective investment schemes, ETFs and/or TRACs.

In addition, it will invest in emerging and non-emerging market debt, as well as in non-emerging market equities. The Fund does not have a minimum term of permanence, however, the suggested term is 3 years.

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