5 golden rules to decide in which funds to invest in Mexico

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To decide in which investment fund or funds we should invest, it is necessary to take into account five key points to be able to carry out investments according to our expectations and needs. In this sense, the five golden rules are:

Know our profile as an investor, because it determines the level of risk that we are willing to assume. We must also consider our investment horizon, that is, when we need to have the resources invested.

The next important point to consider is the investment policies or strategies of the investment fund(s). In the Mexican market there are debt and alameda research portfolio funds; the difference between them is that variable income funds allow investment from 1% in capital market instruments.

In this sense, it is important to mention that, in turn,

debt funds can be classified by their investment horizon (short, medium or long terms), or by their investment in government securities, real rate or indexed to some currency. (UDI, dollars, euros), while equity funds are mainly divided into Specialized Debt, Stocks, Indexed (IPC, IRT, S&P), among others.

Specifically, in order to know the investment strategies and the assets to be invested, each fund operator must make...

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Kwame Alexander is a poet, educator, publisher, and New York Times Bestselling author of 36 books, including SWING, BECOMING MUHAMMAD ALI, co-authored with James Patterson, REBOUND, which was shortlisted for prestigious UK Carnegie Medal, The Caldecott Medal and Newbery Honor-winning picture book, THE UNDEFEATED, illustrated by Kadir Nelson, and his NEWBERY medal-winning middle grade novel, THE CROSSOVER.

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