Renta 4 Luxembourg is a UCITS Management Company, authorised by Luxembourg regulator (CSSF) on September 2015. Renta 4 Luxembourg, while being independent, receives all the support from the Spanish mother-company house, benefitting from of 30 years of experience in Asset Management.
Renta 4 Luxembourg is managed by three experienced Conducting Officers, with different and complementary backgrounds and expertise. The Company wants to be agile and reactive, matching customers’ needs.
Located in the geographical heart of Europe, Luxembourg is the largest investment fund centre in Europe (second largest in the world), with more than EUR 3,300 billion in assets under management. It is the largest global distribution centre for investment funds, with its funds offered in more than 70 countries around the world.
Luxembourg investment funds have a dominant share in both the retail and the institutional marketplaces in Europe, and are the vehicle of choice in most of Asian, Latin American and the Middle East countries.
How did Luxembourg build such strong and successful position in the global investment industry? It comes down to many concepts: reputation, international openness, excellence in investors services and stability.
Luxembourg displays a unique concentration of investment fund experts specialised in all aspects of product development, administration and distribution. Clients find a unique multilingual and multicultural environment matching needs.
Furthermore, Luxembourg has sound public finances and is politically extremely stable. As a consequence, Luxembourg has been granted AAA rating for decades. Luxembourg fund lawyers, audit firms and tax advisors are highly experienced in cross-border registrations of UCITS funds, facilitating fund distribution around the globe.
Luxembourg is the European first centre for UCITS with 33.1% of the market Share and European first centre for Total Assets in Europe, with 27.3% of the market share (source EFAMA)
Investing a minimum of 75% of its portfolio in equities from the MILA region, the fund’s objective is to obtain the highest possible profitability with the lowest possible volatility. (Reference: S&P Pacific Alliance Select Index)
The fund's objective is to find opportunities through differences or distortions that occur, in the Spanish equities market, between the market valuation of companies and its intrinsic or fundamental value.
Will mainly invest in equities (including equity related securities) and debt securities. Investments will neither be limited by geographical area, economic sector, credit ratings or currency of denomination.
The fund´s investment universe is global, investing in public debt assets, guaranteed debt by the State or other public entities and supranational organizations both with fixed and floating coupon. The management is active, constantly analyzing the movements and opportunities offered by foreign exchanges and interests rates.
The fund's objective is to find opportunities through differences or distortions that occur, in the European equities market, between the market valuation of companies and its intrinsic or fundamental value.
The Investment Objective of Valor Relativo is to offer to its Shareholders the possibility to invest in a diversified portfolio of fixed income securities. Valor Relativo might also be invested in equities on an ancillary basis.