Cartesio: Two Funds to Outperform Deposits

miércoles, 18 de mayo de 2011

To win in today's markets as it does not take George Soros and John Paulson, norhave all the money on deposit, you can also do with a conservative strategy well designed and developed long term, as they do in Descartes.

This manager has two funds, the Cartesio X and Y. Cartesio Two products are mixed,the more conservative first and the second with more exposure to equities.

Since the release of these funds in March 2004, an investor would have earned theman APR (this measure is calculated after payment of fees) of 5.17% in the case ofDescartes X, and 6.44%, of Cartesio Y.

X Cartesio figures, which could compete more directly with the deposits for theirconservative nature, are overwhelming against the impositions bank. Earn 5.7% inthe last twelve months, almost 50% more than 4% that many institutions offering a year ago.

In fact, the current strategy of the fund going to invest part of their capital in bank deposits and other corporate bonds. Among its main stakes of the moment are themortgage.

Descartes was established in 2004 by the hand of four professionals with extensiveexperience in the sector: John A. Bertram, a former Morgan Stanley managing director, Cayetano Cornet, former chief investment officer at Invercaixa, the managerof La Caixa, and Alvaro Martinez, a former executive director at Morgan Stanley.

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