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Santalucía Europa Acciones BR FI (0P0001IN63.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
10.34+0.29 (+2.87%)
At close: 09:00PM CET
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Santalucía Europa Acciones BR FI

Plaza de España, 15

Spain

Management Information
Antonio Manzano Lavelle,Lead Manager since April 21, 2017
Beltrán Palazuelo es Gestor de Renta Variable de Alpha Plus SGIIC. Beltrán se incorporó a Alpha Plus SGIIC en 2017. En 2014 empezó su carrera profesional en la gestora canadiense Interinvest Global Asset Management (Boston), como Equity Analyst. En 2015 se incorporó como Analista de Renta Variable en el Área de Inversiones Corporativa de Seguros Santalucía. Licenciado en Finanzas por la Universidad de Northeastern (Boston). Candidato al nivel II del CFA.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEurope Large-Cap Blend Equity
Fund FamilySanta Lucía Asset Management SGIIC
Net Assets24.43M
YTD Return13.64%
Yield1.94%
Morningstar RatingN/A1
Inception DateOct 25, 2019

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001IN63.FCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales Load0.00%N/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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