SURA Investments

SURA Investments is the Peruvian asset management subsidiary of Grupo SURA, a publicly traded multilatina holding company. Grupo SURA controls the largest pension fund manager in Latin America and holds diversified stakes in financial services, cement, processed foods, and energy. SURA Investments benefits from this parentage through brand affiliation, distribution access, and an embedded retail-client pipeline across the region.

The firm offers more than 30 mutual funds and investment funds denominated in both Peruvian soles and US dollars. The product shelf is designed to cover a spectrum of risk profiles, serving retail savers, high-net-worth individuals, and institutional allocators. Specific fund mandates are not publicly itemized on the corporate website, but they are distributed through a team of over 70 in-house investment advisors.

Distribution runs through a proprietary, goals-based advisory channel. Clients are matched with an investment advisor who conducts a profiling exercise to determine objectives, time horizon, and risk tolerance. The advisor then recommends a tailored portfolio of SURA-managed products. There is no indication of a self-directed digital platform or reliance on external broker-dealers for distribution.

No. SURA Investments does not publish AUM on its corporate website or in easily accessible public disclosures. Without a direct regulatory filing from the Peruvian securities regulator or a specific statement from the firm, no verifiable AUM figure is available.

SURA Investments highlights its parent company's inclusion in the Dow Jones Sustainability World Index for eleven consecutive years. This suggests a top-down commitment to ESG integration. However, the firm does not detail specific screening methodologies, exclusions, or sustainability reporting standards for its individual funds on its public-facing Peruvian site.