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March Cartera Defensiva A Fi (0P000015LV)

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11.591 +0.010    +0.05%
20/11 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Issuer:  March Asset Management SGIIC
ISIN:  ES0160921039 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 37M
March Patrimonio Defensivo FI 11.591 +0.010 +0.05%

March Cartera Defensiva A Fi Overview

 
On this page you'll find an in-depth profile of March Cartera Defensiva A Fi. Learn about the key management, total assets, investment strategy and contact information of 0P000015LV among other information.
Category

EUR Cautious Allocation - Global

Total Assets

37M

Expenses

1.21%

Inception Date

Oct 20, 2004

Investment Strategy

The fund targets an annual return of 3-month Euribor plus 0.6%, with maximum annual volatility of 1.5%. The portfolio is well diversified between fixed income and equity funds in order to reach its risk-return target.

Contact Information

Address C/ Castelló, 74
Madrid,Madrid 28006
Spain
Phone +34 914 263700

Top Executives

Name Title Since Until
Javier Criado Andrés Portfolio Manager 2023 Now
Biography Javier began his professional career at Seguros Bilbao as a personal advisor to brokers. Subsequently, at Analistas Financieros Internacionales, he worked within the market analysis team until his incorporation in 2015 to March A.M., initially in the Risk Control department, to later join the Management team a year later. During his time as asset manager, he has been linked to the SICAVs management team, has developed analysis and management tasks of European equity assets and is currently co-manager of March A.M.'s profiled funds, as well as responsible for the selection of the third party funds universe. He has a graduate in Business Administration and Management from the University of Valladolid, he also holds a Master's degree in Banking and Finance from the AFI School of Finance, as well as the Chartered Financial Analyst, CFA certification, including his certificate in ESG Investing. He complements his training with courses in stock market analysis and derivatives, both from the University of Valladolid.
Angel Borrego Portfolio Manager 2023 Now
Biography Ángel Borrego joins the Management team of March A.M. in July 2023. His professional career covers different areas of the financial sector, having previously held management positions in entities such as BNP Paribas (Director of Investments and SRI), Fortis Private Bank (Director of Fixed Income and Structured Products) or Banco Espírito Santo (Deputy Director Equity Capital Markets ). Ángel has a Phd in Economics and Business Sciences from the Complutense University Madrid. He has completed a Master in Philosophy and numerous technical training programs such as the PDD of the IESE, the CAd of the CFA Society, the Cesga, Ceve and Cefa of the European Federation of Financial Analyst Societies and the Positive Impact Business Certified Training at Cambridge University. Ángel has extensive academic experience with numerous publications and research, having been a teacher at the Complutense University Madrid, Carlos III Madrid and Francisco de Vitoria Madrid, collaborating on training programs for institutions and companies.
Santiago Montero Ruiz - 2013 2022
Marta González Labián - 2009 2013
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