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Cartesio Funds Income Z (0P0001J83V)

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116.860 -0.030    -0.03%
13/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 210.51M
Type:  Fund
Market:  Luxembourg
ISIN:  LU1966823095 
Asset Class:  Equity
Cartesio Funds Income Z 116.860 -0.030 -0.03%

0P0001J83V 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.
Category

EUR Cautious Allocation

Total Assets

210.51M

Expenses

Inception Date

Jan 13, 2020

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

Address Glorieta Rubén Dario, 3
Madrid, 28010
Spain
Phone 913106240

Top Executives

Name Title Since Until
Cayetano Cornet - 2020 Now
Álvaro Martínez - 2020 Now
Juan A. Betrán - 2020 Now
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