fbpx
EnglishEspañolEcuadorEcuadorGuayaquil Monday - Friday 8:00-17:00 04-2136-760 Lunes - Viernes 9:00-17:00 04-2136-760
info@zion.com.ec
Número #1
En Ecuador
Fideicomiso
Autorizado
Inversiones
Confiables
SIMULADOR DE INVERSIONES

INVESTMENT FUND

Zion | Fondo de Inversión Alpha

Alpha Investment Fund

Average return 7.83%.

Enter the form to simulate profit







ALPHA INVESTMENT

The Alpha Fund is an excellent savings alternative that is attractive to conservative investors because it offers higher returns than a savings account and greater availability of money than a certificate or time deposit.

 

What are your investments?

The Alpha Fund has an investment portfolio composed of fixed income instruments (bonds, commercial paper) of Ecuadorian private companies, from different economic sectors, financial sector (banks), etc.

 

Alpha Investor Profile

  • Capital preservation oriented Risk-Return Ratio
  • Investment Objective: Short-term savings
  • Moderate savings capacity, or short-term liquidity requirements
  • Companies wishing to get a return on their money

Profitable Investment

A disciplined investment process is one that methodically seeks to discover the best investment opportunities in any asset class.

More importantly, a disciplined process remains consistent despite changes in market conditions.

Apply for your Alpha investment fund

The time to invest is now!

Planning

Without planning, there is no chance of achieving the success we seek.

Risk Management

Prudently managing a fund or portfolio of investments requires a very disciplined evaluation and analysis. Our objective is to always maintain a balanced risk tolerance level.

Diversification

This is one of the most powerful investment strategies when managing money. It allows you to reduce the risk associated with a particular country, sector, company or market.

Its investment portfolio is in short term fixed income instruments, whose objective is to preserve its capital, maintain a stable growth of assets with a return in line with the market.

 

Features

In Alpha Fund you can accumulate your monthly “surplus” and invest it together with the profit to improve the yield and thus obtain a higher return on your investment.

  • Initial investment: Starting at $100
  • Minimum incremental amounts: Starting at $20
  • Minimum permanence period: 32 business days
  • Deadline for partial or total withdrawals: 48 hrs in advance
  • Accreditation methods for increments: Cash deposit, Check, or Wire Transfer.
  • Forms of accreditation for total or partial withdrawals: Check, or Bank Transfer
  • Account Statement: Monthly

PORTFOLIO DISTRIBUTION MAIN ISSUERS

CUT-OFF DATE DECEMBER 31, 2020

BUSINESS SYSTEM 99.67%

PUBLIC SYSTEM 0.33%.

Cut-off date December2020

ALPHA MUTUAL FUND PERFORMANCE

CUT-OFF DATE DECEMBER 31, 2020

REQUEST YOUR INVESTMENT FUND