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Portfolio models

Our team

The Esfera Capital management department is comprised of a multidisciplinary team that combines the financial markets know-how with a wide experience and control of the technology sector.

These two components are present in the asset selection of the managed portfolios of our customers. Priority will be given, over any other variable, to the product and the added value that the company will generate and its implication in the transformation of the productive sectors and consumption habits triggered by technological developments.

Portfolio models to be contracted

In order to meet the requirements of our customers we offer a complete range of portfolios to cover all their risk/return expectations.

As a result and depending on the contracted assets, the management style and the customer equity, we distinguish between the following portfolios:

PORTFOLIO DESCRIPTION
CONSERVATIVE Global portfolio that invests in all types of assets with a maximum of 5% in Stocks and Futures.
MODERATE Global portfolio that invests in all types of assets with a maximum of 25% in Stocks and Futures.
DYNAMIC Global portfolio that invests in all types of assets with a maximum of 50% in Stocks and Futures.
RISKY Global portfolio that invests in all types of assets with a maximum of 75% in Stocks and Futures.
VERY RISKY Global portfolio that invests exclusively in Stocks and Futures in order to maximize the return by correct selection and rotations of assets.