Interim funds

At SURA Investments, we connect Latin America with the world

Published on 8 November 2024

Latin America is a region full of opportunities that we aim to share with global investors. For this reason, since 2020, we have established ourselves in Luxembourg to connect this prolific region with Europe.

Our expertise in Latin American markets allows us to create investment strategies that drive growth and mitigate risks. From our presence in Mexico, Chile, Colombia, and Peru, we manage assets tailored to the challenges of each country, optimizing both local and global investment decisions. This regional focus is complemented by a fund platform in Luxembourg that offers diversified solutions for clients in Europe and other global markets.

Latin America: sustainable growth and strategic opportunities

Considered the fourth-largest economy in the world, Latin America represents 7% of global GDP. Its appeal lies in a combination of demographics, natural resources, and strategic positioning.

This region has become a preferred option for supplying goods and services to U.S. and European markets, competing with Asia in sectors such as manufacturing and services.

Furthermore, we recognize the strategic value of Latin America’s natural resources, such as copper in Chile and lithium in Bolivia, which strengthen the sustainable value proposition we offer our clients. This enables them to capitalize on key industries such as renewable energy and technology, which are experiencing significant global growth.

Finally, Latin America’s population pyramid remains robust at the base, representing its demographic bonus for the near future. This contrasts with many developed economies that are facing challenges from an aging population.

UCITS Funds in Luxembourg for Access to Latin America

To facilitate access to the region’s potential, SURA Investments offers the AM SURA – Latin America Corporate Debt USD Fund. This fund provides access to corporate debt with competitive yields and moderate risk. It includes 76 carefully selected bonds with high-quality issuers such as Petrobras and Banco de Bogotá, delivering attractive returns and credit ratings above the sovereign ratings of their respective countries.

With an average yield of 7.53% and a BB+ rating, the fund is a solid alternative for those seeking diversification with lower risks compared to other emerging markets. Through our UCITS structure in Luxembourg, our clients gain access to a tool to capitalize on the growth of leading companies in Latin America.

For more information about our UCITS solutions, we invite you to visit our website and follow us on LinkedIn as SURA Investments, where we share perspectives and updates on the investment market in Latin America and beyond.

Learn more about us

We are part of Grupo SURA, an investment manager with 80 years of experience, 45 million clients, and an active presence in Latin America. At SURA Investments, we lead with expert advisory services focused on robust and sustainable investment strategies for individuals, companies, and institutions. We have established ourselves as the asset manager connecting Latin America with the world. Click here to learn more.

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