Fund consultation with José María Luna, Investment Director of Luna and Sevilla Asesores Patrimoniales, who initially commented on the trading day and the market sentiment. Our expert answers the questions listeners ask about their national and international fund portfolios.
Fund advice with José María Luna, who analyzes the following funds: Janus Henderson Global Real Estate Equity; Amundi Volatility World; Magallane’s European Equity; Groupama Avenir Euro; Carmignac loan 2027; BLGlobal 75; Flexible pension fund; and Goldman Sachs Social Impact, among others. In “La Pizarra” he points out three recommendations: Gesconsult León Valores Mixto Flexible; New Capital US Future Leaders and DWS Invest ESG European Small/Mid Cap.
About Luna and Sevilla Asset Advisors
Luna&Sevilla Asesores Patrimoniales is a financial advisory company specialized in designing personalized portfolios of mutual funds, ETFs or exchange-traded funds. It also helps with retirement planning for advisors.
Luna&Sevilla Asesores Patrimoniales acts at all times as the representative of Cáser Valores e Inversiones AV, SA in the exercise of its financial advisory activities and is, in this sense, registered in the relevant register of representatives of the CNMV.
As advisor and agent of Cáser Valores e Inversiones AV, SA Luna&Sevilla Asesores Patrimoniales focuses on the financial and tax planning of its advisors’ savings and throughout their “life cycle”, offering a professional, personalized and continuous advisory service.
Risk profile and investment horizon
Luna&Sevilla Asesores Patrimoniales does not have its own product nor does it manage the money of its served clients. Likewise, the recommended investment product portfolios are always adapted to the risk profile, objectives and investment horizon of the savers and investors advised, with an approach that aims not only at optimizing the investment made, but also at achieving savings, reducing expenses and Operating costs thanks to the technological and operational tools available to Cáser Valores e Inversiones AV, SA and that it makes available to its agents and consultants.
Listeners can WhatsApp us to Fondos Consultorio con Luna at 609 22 47 16. If you would prefer to speak to the analysts directly and tell them your questions, you can contact them on 91 533 18 51.
