Grupo Aldesa Costa Rica Fondos de Inversion

Our Investment Fund Family

Through its Investment Fund Partnership, Aldesa manages a series of funds allowing it to meet its customer’s various needs. This series comprises liquidity, periodical income, growth, real estate, fixed revenue, and variable revenue funds, as well as open and closed funds.

On your left-hand side you will find data on each fund managed, itemized according to the different needs they meet. Relevant information, including fund description, investment prospectus, yields, risk rating, and basic risk indicators are found there.

“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.”