Grupo Aldesa Costa Rica Fondos de Inversion

Revenue Funds

Revenue (income) funds are intended for people looking for additional regular income to enhance consumption capacity or future investment.
These funds are a middle- and long-term investment mechanism and must not be used to place temporary surplus resources or money on demand.
Aldesa S.F.I manages a US$ and two CRC investment funds. The major difference for the latter two is monthly and quarterly interest payment.

NDIF - Aldesa Monthly Income Investment Fund, USD
NDIF - Aldesa Monthly Income Investment Fund, CRC

“Ask for the investment fund prospectus prior to making your investment.”

“Authorization for public offering does not imply rating on how good shares of the investment fund are or on the soundness of the fund or its managing organization.”

“Past yields are no guarantee of similar future yields.”

“Financial management and the risk derived from investing in that investment fund are not related to those from banking or financial organizations in its economic group, due to independent net worth.”

“Authorization to carry out a public offering does not entail any rating on how good the issue is or about the issuer’s solvency.”

“As these values are registered in the primary market abroad, neither the stock issuer nor the issue itself are under supervision from SUGEF (Superintendencia General de Valores.) Rather, they are supervised only by the regulating agency in their home market.”

“These values will be traded in the foreign market and under that market’s trading rules.”