Your portfolio value
MXN
Your private account · Statements are updated by your account administrator.
A CLEAR VIEW OF YOUR WEALTH
Education Trust
Your investments at a glance.
INVESTMENT INSTRUMENT
Maturity date
Value by year
ESTIMATED SCENARIO
10-year projection · 2025–2035
Estimated value in 2035
Illustrative projection based on the stated assumptions, before fees and taxes. Actual results may differ.
View projected values by year
| Year | Projected value |
|---|
No statements available yet
Your account administrator will publish your first statement here.
Based on the capital for the period
Capital reported for this period
Portfolio performance
Month-end value · MXN
The balance reflects returns, contributions and withdrawals for the period.
Investment allocation
By asset class
PORTFOLIO100%
Period summary
From period capital to closing balance
YOUR ACCOUNT IN DETAIL
Your account statement,
always within reach.
Review your investment details and keep a copy for your records.
View account statement Monthly information · Private account
ACCOUNT STATEMENT
Account statement
ACCOUNT HOLDERAccount holder
CURRENCYMXN
DOCUMENT TYPEMonthly account statement
Portfolio summary
| Asset class | Allocation | Closing balance |
|---|
Transaction summary for the period
Statement based on the records published by your account administrator.
Statement history
Select a month to view its details.
Transactions for the period
Recorded contributions, returns and charges
| Date | Description | Type | Amount MXN |
|---|
Net change for the month
TRUST INFORMATION
Beneficiary and grantor details for this education trust.
BENEFICIARY ACCESS
Available at age
Access date
Client accounts
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Account activation / password reset link
Share this private link with the account holder. They will choose their own password. Generating a link does not send an email.
| Client | Status | Actions |
|---|
Import an account statement
Choose the client, read their Excel file, review the figures, then publish.