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Cartera Bellver SICAV, S.A.
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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.
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.
Market cap Liability Value Mix Growth Low Average High All
- 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
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