Transfer your investment fund to Horos and improve the profitability of your savings
Do you have capital invested in funds with a return so low that it barely exceeds inflation? At Horos we have a management team specialized in variable income that has achieved double-digit annualized returns since 2012.
Our investment funds, actively managed to multiply your savings
Horos Value Internacional
A fund that invests in companies from around the world, with a focus on identifying companies that are undervalued by the market. Our management team focuses on companies with high potential for revaluation, buying at prices that offer a margin of safety. This fund is ideal for those seeking global diversification and long-term optimization of their investments.
More about Horos Value InternationalHoros Value Iberia
Designed for those who prefer to focus on opportunities in Spain and Portugal, this fund focuses on Iberian companies with solid fundamentals and high growth potential. With active management, we ensure that we take advantage of the best opportunities in the local market.
Learn more about Horos Value IberiaGreater profitability
Active and personalized management
Smart investment
Transparency and experience
Download our free guide on how to transfer your investment fund
If you wish, you can receive all the information to make the transfer without complications by email. Simply leave us your email address and we will send you the document directly.
Frequently asked questions about investment fund transfers
We answer all your questions about investment funds in our FAQ section.
Can I transfer an investment fund to Horos AM?
Yes, as long as the transfer meets the minimum contribution of our funds, which is currently 100 euros.
Is there any cost associated with transferring my investment fund?
No, transfers between funds are exempt from paying taxes, as they do not imply a materialisation of the accumulated profit. A different case is when the source fund has a redemption fee, which if it exists is usually valid for a limited time, usually 1 year, and affects redemptions and transfers of said product to another entity.
How many days does it take to transfer an investment fund?
The transfer between funds usually takes between 6 and 8 business days if the fund is domiciled in Spain, and at least 2 additional days if it is foreign.
How do I request a transfer of my investment fund?
If you are already a Horos client, you must enter your private area and place a transfer order by entering all the required data on the source fund.
If you are not yet a client, you must complete the registration process by clicking on the Invest button on our website, indicating that you wish to order an external transfer, and entering all the requested information. It will only take you 10 minutes.
In both cases, make sure you have located the ISIN code of the source investment fund, which is a unique identification code for each fund, as well as the name of the fund, the marketing entity and the source manager in the case of national funds. and source investment, which is a unique international identification code for each fund, as well as the name of the fund and the source manager.
Do you have more questions?
We answer more questions in the ‘Frequently Asked Questions’ section
Would you prefer that we contact you?
Fill out the form with your email or phone number, and one of our experts will call you to answer your questions and help you with the process.
Discover the advantages of investing with HOROS and take the first step towards a more promising financial future!
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Dear co-investor, The start of 2024 has once again been very positive for global equities, continuing the excellent performance already shown in 2023. Our Horos Value Internacional and Horos Value Iberia funds have been part of this trend, posting returns of 5.9% and 1.1%, respectively....
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Dear co-investor, First of all, I would like to take this opportunity to wish you all the best for the new year. We concluded 2023 with two reasons for celebration....
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