Portfolio Management


"An investment in knowledge pays the best interest." - Benjamin Franklin

Best Investment Management Company – Panama 2016

Best Investment Management Company of Panama 2016

At MMG Asset Management, we seek to provide the best value for your assets from our vast experience and robust access to capital markets. Let us be your knowledge so you can be yourself.
 
We represent more than 10 years of invesment management experience. Our high-quality products and services are known for providing our clients with solutions that satisfy their financial needs. Our product offerings are centered on investment funds and managed accounts.

 

Leading in a World of Global Investing

Wide array of pesonalized investment solutions

 

Discretionary Portfolio Services

Investment is our language - trust us to speak it for you. Our tailor-made discretionary managed services will allow us to make timely investment decisions for you within your own set of predefined parameters. Going beyond by providing comprehensive advice that gets to know the needs of our client in order to develop a financial plan that meets their objectives.

Leading in the world of global investing.

  • Investment Policy Formation
  • Investment Advisory and Due Diligence
  • Financial Planning
  • Portfolio Design
  • Execution
  • Portfolio Management
  • Custom Reporting
  • Performance Analysis & Evaluation
  • Risk Management
Discretionary Services 
 

Investment Funds


The MMG Fixed Income Fund, our flagship fund, has been characterized for being effective in navigating through the local and Latin-American fixed income universe. The investment objective of this fund is to provide monthly income that exceeds that of traditional banking products. The fund has more than 300 investors and provides exposure to more than 60 issuers.

  

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NAV 16/07/19: $10.1555

Outstanding shares: 15,149,849

Important risks:  The fund is actively managed and its characteristics can vary. The fixed income securities in which the fund invests can vary in price depending on the market conditions. Among the risks of fixed income investments there exists the risk of an increase in interest rates and credit risk. Normally, when interest rates increase, the price in fixed income securities proportionally decreases. On the other hand, credit risk refers to the possibility that the bond Issuer is not able to pay the interest or initial investment creating a financial loss to the fund and consequently to the investor. Although the fund only invests in fixed income securities that are issued in US dollars, international investments imply specific risks, including but not limited to monetary fluctuations, lack of liquidity, and volatility of the investment. These types of risks are present on emerging markets investments. High Yield Bonds are more prone to fluctuations in price and the risk of the issuer not being able to repay the debt. The interested investors should consult the informative prospectus that is available in the offices of MMG Bank Corporation. This factsheet does not represent an investment recommendation in the fund.

The MMG Global Allocation Fund is a product directed towards investors seeking a globally diversified, balanced portfolio with a tactical exposure to Panama. The fund aims to achieve capital appreciation through investments in equity, fixed income and alternatives investments.

 

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NAV 16/07/19:  $11.1780

Outstanding shares: 389,639

Important risks:  The fund is actively managed and its characteristics can vary. The fixed income securities in which the fund invests can vary in price depending on the market conditions. Among the risks of fixed income investments there exists the risk of an increase in interest rates and credit risk. Normally, when interest rates increase, the price in fixed income securities proportionally decreases. On the other hand, credit risk refers to the possibility that the bond Issuer is not able to pay the interest or initial investment creating a financial loss to the fund and consequently to the investor. Although the fund only invests in fixed income securities that are issued in US dollars, international investments imply specific risks, including but not limited to monetary fluctuations, lack of liquidity, and volatility of the investment. These types of risks are present on emerging markets investments. High Yield Bonds are more prone to fluctuations in price and the risk of the issuer not being able to repay the debt. The interested investors should consult the informative prospectus that is available in the offices of MMG Bank Corporation. This factsheet does not represent an investment recommendation in the fund.

Through and investment policy purely centered in Panama, the MMG Panana Allocation Fund, seeks to achieve capital appreciation and to preserve the investor´s real purchasing power. Strategically, the fund invests in instruments with exposure to the expected growth of the major economic sectors of Panama.

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NAV 16/07/19: $10.6208

Outstanding shares: 500,000

Important risks:  The fund is actively managed and its characteristics can vary. The fixed income securities in which the fund invests can vary in price depending on the market conditions. Among the risks of fixed income investments there exists the risk of an increase in interest rates and credit risk. Normally, when interest rates increase, the price in fixed income securities proportionally decreases. On the other hand, credit risk refers to the possibility that the bond Issuer is not able to pay the interest or initial investment creating a financial loss to the fund and consequently to the investor. Although the fund only invests in fixed income securities that are issued in US dollars, international investments imply specific risks, including but not limited to monetary fluctuations, lack of liquidity, and volatility of the investment. These types of risks are present on emerging markets investments. High Yield Bonds are more prone to fluctuations in price and the risk of the issuer not being able to repay the debt. The interested investors should consult the informative prospectus that is available in the offices of MMG Bank Corporation. This factsheet does not represent an investment recommendation in the fund.