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119.890
-0.450
-0.37%
03/04 - Closed. Currency in EUR
Type:
Fund
Market:
Luxembourg
Issuer:
Cartesio Inversiones SGIIC
ISIN:
LU1966823095
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 260.52M
Cartesio Funds Income Z
119.890
-0.450
-0.37%
- Overview
- Profile
- Historical Data
- Holdings
Cartesio Funds Income Z Overview
On this page you'll find an in-depth profile of Cartesio Funds Income Z. Learn about the key management, total assets, investment strategy and contact information of 0P0001J83V among other information.
Investment Strategy
The investment objective of the Sub-Fund is to outperform on a risk adjusted basis the Bloomberg Series-E-Euro Govt 7-10 year bond index in Euros (BERPG4 Index). This means obtaining a Sharpe ratio higher than the index. The benchmark represented by the above-mentioned Index is used for reference purposes only, i.e the Sub-Fund is not constrained (neither for purposes of defining the asset allocation nor for tracking the return of the index or for the purpose of computing any fees) by any benchmark in the meaning of the Regulation (EU) 2016/1011 of 8 June 2016 on indices used as benchmarks in financial instruments and financial contracts or to measure the performance of investment funds (the “Benchmark Regulation”).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Cayetano Cornet | - | 2020 | Now |
| Biography | Cartesio’s founding partner. Prior to founding Cartesio back in 2004, he was Chief Investment Officer of Equities at Invercaixa, La Caixa (1998-04), was equity research analyst at Credit Lyonnais (1996-98) and started his career as consultant at Andersen Consulting (1994-96) Mr. Cornet earned a BSc in Economics (1992) and is CFA holder. | ||
| Álvaro Martínez | - | 2020 | Now |
| Biography | Cartesio’s founding partner. Prior to founding Cartesio back in 2004, he was Executive Director at Morgan Stanley (1999-03), Managing Director at AB Asesores (1992-99), Director at LCF Edmond de Rothschild Securities (1988-92), investment analyst at BNP Paribas (1987-88) and auditor at Touch Ross (1985-86). Mr. Martínez earned a BSc in Economics by the London School of Economics. | ||
| Juan A. Betrán | - | 2020 | Now |
| Biography | Cartesio’s founding partner. Prior to founding Cartesio back in 2004, he was Managing Director at Morgan Stanley (1999-04) and Managing Director at AB Asesores (1988-99). Mr. Bertrán is “Técnico Comercial y Economista del Estado” (Senior economist of the Ministry of Economy) and held different roles at the Ministry of Economy from 1985 to 1988. Mr. Bertrán earned a M.A. and M. Phil in Economics from Columbia University (1984) and is BSc in Economics (1981) and is CFA Holder. | ||
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