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Our Mutual Funds
PLUS
Tavelli Plus
It is an equity fund with a long-term investment horizon aimed at capital growth, maximizing investment returns, and primarily investing in stocks of moderately risky companies listed on the Argentine market. The target profile of shareholders includes both institutional clients and individual investors interested in the stock market. It has ranked among the top five in performance among Argentine mutual funds in recent years, achieving third place in 2023.
General characteristics:
Classification: Variable income
Risk on Capital: High
Investment Horizon: Long-term
Currency: Argentine Pesos (AR$)
Liquidity: T+1 (24 business hours)
Creation date: 28 March 1996
Front-end / back-end expenses:: None
Minimum stay time: 10 days
Rating: EF-2.ar (Moody´s)
Managing Partner Fees: 2.02%
Depository Company Fees: 0.18%
Bloomberg Code: TAVELPL
Reuters Code: LP65067440
Subscriptions until 3:00p.m.
Rescues until 5:00 p.m.
Managing Agents of Collective Investment Products – Investment Mutual Funds: y Cía S.A.
Depositary Company: Banco de Valores S.A
Tavelli & CIA S.A. Asset Management informs that for the purpose of its eventual classification as exempt or not from the tax on personal assets, Tavelli Plus doesn´t comply with the existence of a main underlaying asset according to S.K Act 21 of Chapter I of Title VI of Law No 23.966 and to the second Act with no number following Act 11 Decree No 127/1996 modified by Decree 621/2021, not being compatible with the reviewed Act of the current regulation, by the means of the investment policies of the fund and the investment strategies, previewed in the fund´s prospectus