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Cartera Bellver SICAV, S.A.

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Least risk
Potentially lower return
1
2
3
4
5
6
7
Most risk
Potentially higher return

Category "1" does not mean that the investment is risk-free.

Institutional SICAV managed by March Asset Management, particularly aimed at investors with moderate risk profiles.

Target

Protect equity and create value within an environment of moderate risk, obtaining greater returns in the medium and long term. The investment policy is governed by the following criteria:

  • Investment in fixed income in assets owned by public and private issuers with a high level of solvency and an average duration of 1 year. In terms of the investment in equities, this involved both European and US firms with solid foundations and attractive returns per dividend.
  • Dynamic approach in the allocation of assets, adjusting the exposure to equities based on the market environment.
     
  • Mixed global strategy, as part of which 50% of the portfolio seeks to beat the world's main stock markets with lower volatility, and the other 50% seeks returns that remain above the Euribor.
  • No benchmark index is followed when determining the weight of companies, sectors or countries.
     

Legal information Bellver SICAV, S.A.

Managed by

Carlos RuizCARLOS RUIZ ANTEQUERA
Institutional SICAVs Manager

Carlos Ruiz Antequera joined March A.M. as CIO in March 2021. He has more than 25 years experience in the asset management and private banking industry, having spent the past two decades at Santander A.M. and Santander Private Banking International (Spain and Miami); therefore, he worked in different fund management, financial advice and discretionary management roles, before serving as CIO of International Private Banking at Banco Santander.

Also boasting previous experience at Banesto and BBVA A.M., Carlos has a wealth of experience, mainly assisting customers with a high net worth and the management of equity solutions (globally and specialising in the technology sector, Europe, Japan and the USA), fixed income (specialising in LatAm credit) and Hedge Funds.

Holder of a degree in Management and Finance and an MBA in Business Administration from the University of St. Louis, he also has a master's degree in Quantitative Finance from the AFI School of Finance and is a certified Chartered Financial Analyst, CFA.

José Luis PalmaJOSE LUIS PALMA
CFA. Institutional SICAVs Manager

Holder of a degree in Business Management from CUNEF and a master's degree in Financial Markets from IEB, Jose Luis joined March AM in September 2020.

José Luis has approximately 20 years of professional experience, 15 of which in financial markets. Over the past 9 years, he formed part of the management team at Belgravia Capital, between 2011 and 2015 as a buyside analyst at RV Europea, and from 2015 to 2020 as co-manager of collective investment schemes.

Between 2008 and 2011, he was a sellside analyst for financial institutions at Caja Madrid Bolsa. Previously (2006-2008), he worked at the markets department at BBVA Switzerland. He started his career as an auditor at KPMG.

Key figures

Investment horizon

Years
1
2
3
4
5
6
7

Style

Market cap Liability Value Mix Growth
Low        
Average        
High        
All        

Data

  • ISIN ES0116561038
  • CURRENCY EUR
  • MANAGEMENT FEE. 1.00%
  • LAUNCH DATE. 25-nov-1997
  • MANAGEMENT COMPANY  MARCH ASSET MANAGEMENT S.G.I.I.C., S.A.
  • CUSTODIAN Banca March

SIVAC Legal information 

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