On the CARTESIO website we use our own and third-party cookies to improve our services by analyzing your browsing habits. In order to continue browsing it is necessary that you accept our cookie policy " Terms of use " To accept About Cartesio Funds Subscriptions and refunds Blog Contact My Portfolio IN onetwo345 Cartesio 2018 returns -1.75% About Cartesio Presentation Differential features Investment style Team Cartesio, is a Management Company of Collective Investment Institutions (SGIIC) registered in the National Securities Market Commission (CNMV). Founded in 2004, it has had the same partners and managers since its inception. Three partners who believe in a way of managing funds based on commitment, transparency and professionalism. The first heritage we managed was ours; Today, more than 5,000 clients have joined us to become one of the first independent management companies in Spain. The investment funds (Cartesio X; Cartesio Y) managed by Cartesio since its inception, have the highest Morningstar rating, which implies being among the first in the ranking of their category in return-risk. Cartesio also offers the possibility of investing in two funds domiciled in Luxembourg (Cartesio Income; Cartesio Equity) that replicate the strategy of the two funds registered in Spain. Our funds: Spain see more see more Luxembourg see more see more Institutional presentation | PDF | 1.5 MB Quick guide | PDF | 439 KB GIPS Report | PDF | 1.5 MB Tenth anniversary video Funds Investment objective Long-term capital appreciation in real terms. Try to outperform the risk / return ratio of the MSCI Pan Euro index. Willingness to forego profitability in an attempt to offer adequate capital protection. Selection and Distribution of investments Invest in equities in a small number of securities. Variable exposure (0-100%). Maximum of 40% in non-European market. Reference currency: Euro. Maximum 20% in open positions in currency. Funds available with this strategy: * Ratings correspond to Cartesio Y see more see more Investment objective Revalorización del capital en términos reales a largo plazo intentando proteger el capital. El fondo busca superar la relación rentabilidad/riesgo ofrecida por la deuda pública a largo plazo de la zona Euro. Selección y Distribución de inversiones Exposición a renta fija (0-100). Una máximo del 40% se invierte en renta variable. Moneda de referencia: Euro. Máximo 20% en posiciones abiertas en divisa. Fondos disponibles con esta estrategia: * Ratings corresponden a Cartesio X Ver más Ver más Suscripciones y Reembolsos Nuevos Clientes Suscripciones Reembolsos Traspasos Para darse de alta como nuevo cliente de Cartesio S.G.I.I.C deberá descargar la documentación que aparece en el archivo Nuevos Clientes, completarla y enviarla por email a clientes@cartesio.com o al número de fax 91 310 61 30. Información Precontractual |PDF|45 KB Nuevos clientes |PDF|1.5 MB DFI Cartesio Y | PDF | 2.3 MB DFI Cartesio X | PDF | 1.3 MB DFI Cartesio Equity | PDF | 1.3 MB DFI Cartesio Income | PDF | 1.3 MB Los documentos incluidos en el archivo Nuevos Clientes deberán rellenarse en el siguiente orden: Ficha de Apertura Este es el único documento del que Cartesio debe recibir el ORIGINAL. Es necesaria la firma de todos los titulares (cotitulares) asi como de los autorizados, apoderados etc y fotocopias del DNI o NIF de cada uno. Test de Conveniencia del cliente A completar y firmar por cliente. Declaración de recepción folleto Cartesio Y y/o X Firmar por cliente según suscripción Cuestionario de conocimiento del cliente A completar y firmar por el cliente. Orden de suscripción o en su caso orden de traspaso Ver apartados Suscripciones o Traspasos de esta web. Para cualquier duda o aclaración se recomienda ponerse en contacto con el departamento de clientes de Cartesio en el número de télefono 91 310 62 40 Contacto Cartesio Inversiones, SGIIC SA Rubén Darío 3, 28010 Madrid info@cartesio.com 91 310 62 40 91 310 61 30 If you wish to receive more information or subscribe the Cartesio funds, please fill in the following information and we will contact you as soon as possible. I accept the " Privacy Policy " Send About Cartesio Presentation Differential features Investment style Team Funds Cartesio Y Castesio Equity Cartesio X Cartesio Income Subscriptions and Refunds New customers Subscriptions Refunds Transfers Information Legal notice and privacy policy. Legal documentation Glossary Contact © 2018 Cartesio Inversiones, SGIIC SA