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  1. Cartera Bellver SICAV

Banca March - Crecemos con valores, crecemos juntosCartera Bellver SICAV

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Cartera Bellver, SICAV, S.A.

Asset protection and value-creation within a controlled risk environment.

What is it?

One of the three Institutional SICAVs* managed by March Gestión de Fondos for investors who prefer a moderate risk profile in exchange for a higher medium and long-term revaluation.

Mixed global strategy, whereby normally 50% of the portfolio is intended to beat the major and less volatile international stock markets, and the remaining 50% is invested with a view to beating the EURIBOR rate of return.

In fixed income, the fund invests in assets of highly solvent public and private issuers, with an average term to maturity of more than 1 year.

On the equity market, it invests in Spanish, European and American companies with solid fundamentals and an attractive dividend yield.

Why Invest

Investments are designed to protect assets and create value within a moderate risk environment

Asset allocation is managed dynamically, modulating the equity exposure in terms of the market environment.

No benchmark is followed in determining the weightings of companies, industries or countries.

Risk tables

RISK

Lower risk Higher risk

1 2 3 4 5 6 7

INVESTMENT HORIZON

Años

1 2 3 4 5 6 7

STYLE

MARKET CAP Passive Value Blend Growth
Small        
Mid        
Large        
All        

Relevant facts

ISIN  ES0116561038

CURRENCY  EUR

MANAGEMENT FEE  1,00%

MIN. SUBSCRIPTION  1 PART.

LAUNCH DATE  27-feb-1998

DOMICILE  ESP

CUSTODY  B. March

LEGAL ADVICE

Legal Information SICAV

Management responsibility

Juan Berberana Fernández de Murias
Institutional SICAV PM

Born in Madrid in 1965, Juan is an Economics graduate from the Universidad Complutense in Madrid and a Chartered Accounts Auditor for the REA (registered in the ROAC as not practising). He began his professional career in 1989 as an auditor and consultant at Arthur Andersen (now Deloitte), specialising in the financial sector.

In 1994 he joined AB Asesores (now Morgan Stanley) as an analyst in charge of the Spanish and European financial sector, receiving various awards from specialist international magazines (Euromoney, Institutional Investor). In 1999 he was appointed a Partner and Director of Equity Analysis at Fortis Bank España, where he had both local and international responsibilities. In 2003, he was appointed the Head of the Alfredo Lafita Family Office and in 2006 he became a Board member of Banco Madrid Asset Management. At the end of 2006, Juan joined March Gestión and took over the position as Manager of the Institutional Sicavs of the March Group (Torrenova, Bellver and Lluc).

Juan Berberana has been Associate Professor at the Universidad Carlos III in Madrid between 2003 and 2011.

Carlos Acitores Peñafiel
Institutional SICAV PM

Juan Carlos began his professional career at Arthur Andersen Corporate Finance and Argentaria´s (Banco Exterior de España y Banco de Crédito Local) financing Analysis department. Afterwards he moved to Ahorro Corporación as an Stock Exhange investment analyst, leading the technology, media and telecommunications team, becoming, after that, Head of European Equities Fund Management. Before joining March A.M. as an Institutional SICAV co-manager, he worked for the British Asset Management firm Threadneedle Investments as Institutional Sales, covering Iberia and Latam clients.

Juan Carlos is a graduate in Law and Business Administration from the Universidad Pontificia Comillas (ICADE E-3).

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