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Belgravia Beta – en
3150
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Belgravia Beta – en

Belgravia Beta SICAV*

* IIC merged with Belgravia Epsilon FI on 25/04/17

NAV XX/XX/XXXX

xx.xx €

Return YTD

XX.XX %

ISIN

ES0133496036

Liquidity

Daily

Currency

Euro

License number

576

Legal Form

SICAV SA UCIT V

Total Assets

XX.XX

Bloomberg

BELBETA Index

Custodian

Santander Securities Services SA (Grupo Santander)

INVESTMENT POLICY

Investment Universe: pan-european equities, varying market exposure and investing the balance in money market instruments only.

Investment objective: positive absolute return with a Sharpe Ratio higher than that of the STOXX 600.

Volatility: lower than STOXX 600.

HISTORICAL PERFORMANCE

Study profitability/volatility to 3 years

Awards and qualifications

Rating Morningstar TM

    

Morningstar Silver Medal

silver premio
El Economista – Best SICAV 2015
UCITS Hedge Awards 2015 Icon - Kairos
Additional information
Domicile

Madrid

Inception date

July 1999

Dividend

Accumulation

Auditors

Ernst & Young

Management Company

Belgravia Capital SGIIC, SA

Fees

1% management fee
9% performance fee, with high watermark