Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

FUND CAJA MADRID EXCELLENCE GARANTIZADO

3,016 views

Published on

Operation and profitability of the mutual fund CAJA MADRID EXCELLENCE GARANTIZADO, the first spanish hedge fund with a guarantee.Comparative advantages and investment opportunities

Published in: Economy & Finance
  • DOWNLOAD THE BOOK INTO AVAILABLE FORMAT (New Update) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://urlzs.com/UABbn } ......................................................................................................................... Download Full EPUB Ebook here { https://urlzs.com/UABbn } ......................................................................................................................... Download Full doc Ebook here { https://urlzs.com/UABbn } ......................................................................................................................... Download PDF EBOOK here { https://urlzs.com/UABbn } ......................................................................................................................... Download EPUB Ebook here { https://urlzs.com/UABbn } ......................................................................................................................... Download doc Ebook here { https://urlzs.com/UABbn } ......................................................................................................................... ......................................................................................................................... ................................................................................................................................... eBook is an electronic version of a traditional print book THE can be read by using a personal computer or by using an eBook reader. (An eBook reader can be a software application for use on a computer such as Microsoft's free Reader application, or a book-sized computer THE is used solely as a reading device such as Nuvomedia's Rocket eBook.) Users can purchase an eBook on diskette or CD, but the most popular method of getting an eBook is to purchase a downloadable file of the eBook (or other reading material) from a Web site (such as Barnes and Noble) to be read from the user's computer or reading device. Generally, an eBook can be downloaded in five minutes or less ......................................................................................................................... .............. Browse by Genre Available eBOOK .............................................................................................................................. Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, CookBOOK, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult, Crime, EBOOK, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, ......................................................................................................................... ......................................................................................................................... .....BEST SELLER FOR EBOOK RECOMMEND............................................................. ......................................................................................................................... Blowout: Corrupted Democracy, Rogue State Russia, and the Richest, Most Destructive Industry on Earth,-- The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company,-- Call Sign Chaos: Learning to Lead,-- StrengthsFinder 2.0,-- Stillness Is the Key,-- She Said: Breaking the Sexual Harassment Story THE Helped Ignite a Movement,-- Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones,-- Everything Is Figureoutable,-- What It Takes: Lessons in the Pursuit of Excellence,-- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money THE the Poor and Middle Class Do Not!,-- The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness,-- Shut Up and Listen!: Hard Business Truths THE Will Help You Succeed, ......................................................................................................................... .........................................................................................................................
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • DOWNLOAD THE BOOK INTO AVAILABLE FORMAT (New Update) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://soo.gd/irt2 } ......................................................................................................................... Download Full EPUB Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download Full doc Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download PDF EBOOK here { https://soo.gd/irt2 } ......................................................................................................................... Download EPUB Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download doc Ebook here { https://soo.gd/irt2 } ......................................................................................................................... ......................................................................................................................... ................................................................................................................................... eBook is an electronic version of a traditional print book THE can be read by using a personal computer or by using an eBook reader. (An eBook reader can be a software application for use on a computer such as Microsoft's free Reader application, or a book-sized computer THE is used solely as a reading device such as Nuvomedia's Rocket eBook.) Users can purchase an eBook on diskette or CD, but the most popular method of getting an eBook is to purchase a downloadable file of the eBook (or other reading material) from a Web site (such as Barnes and Noble) to be read from the user's computer or reading device. Generally, an eBook can be downloaded in five minutes or less ......................................................................................................................... .............. Browse by Genre Available eBOOK .............................................................................................................................. Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, CookBOOK, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult, Crime, EBOOK, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, ......................................................................................................................... ......................................................................................................................... .....BEST SELLER FOR EBOOK RECOMMEND............................................................. ......................................................................................................................... Blowout: Corrupted Democracy, Rogue State Russia, and the Richest, Most Destructive Industry on Earth,-- The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company,-- Call Sign Chaos: Learning to Lead,-- StrengthsFinder 2.0,-- Stillness Is the Key,-- She Said: Breaking the Sexual Harassment Story THE Helped Ignite a Movement,-- Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones,-- Everything Is Figureoutable,-- What It Takes: Lessons in the Pursuit of Excellence,-- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money THE the Poor and Middle Class Do Not!,-- The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness,-- Shut Up and Listen!: Hard Business Truths THE Will Help You Succeed, ......................................................................................................................... .........................................................................................................................
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • DOWNLOAD THE BOOK INTO AVAILABLE FORMAT (New Update) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://soo.gd/irt2 } ......................................................................................................................... Download Full EPUB Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download Full doc Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download PDF EBOOK here { https://soo.gd/irt2 } ......................................................................................................................... Download EPUB Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download doc Ebook here { https://soo.gd/irt2 } ......................................................................................................................... ......................................................................................................................... ................................................................................................................................... eBook is an electronic version of a traditional print book THE can be read by using a personal computer or by using an eBook reader. (An eBook reader can be a software application for use on a computer such as Microsoft's free Reader application, or a book-sized computer THE is used solely as a reading device such as Nuvomedia's Rocket eBook.) Users can purchase an eBook on diskette or CD, but the most popular method of getting an eBook is to purchase a downloadable file of the eBook (or other reading material) from a Web site (such as Barnes and Noble) to be read from the user's computer or reading device. Generally, an eBook can be downloaded in five minutes or less ......................................................................................................................... .............. Browse by Genre Available eBOOK .............................................................................................................................. Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, CookBOOK, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult, Crime, EBOOK, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, ......................................................................................................................... ......................................................................................................................... .....BEST SELLER FOR EBOOK RECOMMEND............................................................. ......................................................................................................................... Blowout: Corrupted Democracy, Rogue State Russia, and the Richest, Most Destructive Industry on Earth,-- The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company,-- Call Sign Chaos: Learning to Lead,-- StrengthsFinder 2.0,-- Stillness Is the Key,-- She Said: Breaking the Sexual Harassment Story THE Helped Ignite a Movement,-- Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones,-- Everything Is Figureoutable,-- What It Takes: Lessons in the Pursuit of Excellence,-- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money THE the Poor and Middle Class Do Not!,-- The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness,-- Shut Up and Listen!: Hard Business Truths THE Will Help You Succeed, ......................................................................................................................... .........................................................................................................................
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT (2019 Update) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://soo.gd/irt2 } ......................................................................................................................... Download Full EPUB Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download Full doc Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download PDF EBOOK here { https://soo.gd/irt2 } ......................................................................................................................... Download EPUB Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download doc Ebook here { https://soo.gd/irt2 } ......................................................................................................................... ......................................................................................................................... ................................................................................................................................... eBook is an electronic version of a traditional print book THIS can be read by using a personal computer or by using an eBook reader. (An eBook reader can be a software application for use on a computer such as Microsoft's free Reader application, or a book-sized computer THIS is used solely as a reading device such as Nuvomedia's Rocket eBook.) Users can purchase an eBook on diskette or CD, but the most popular method of getting an eBook is to purchase a downloadable file of the eBook (or other reading material) from a Web site (such as Barnes and Noble) to be read from the user's computer or reading device. Generally, an eBook can be downloaded in five minutes or less ......................................................................................................................... .............. Browse by Genre Available eBooks .............................................................................................................................. Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, ......................................................................................................................... ......................................................................................................................... .....BEST SELLER FOR EBOOK RECOMMEND............................................................. ......................................................................................................................... Blowout: Corrupted Democracy, Rogue State Russia, and the Richest, Most Destructive Industry on Earth,-- The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company,-- Call Sign Chaos: Learning to Lead,-- StrengthsFinder 2.0,-- Stillness Is the Key,-- She Said: Breaking the Sexual Harassment Story THIS Helped Ignite a Movement,-- Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones,-- Everything Is Figureoutable,-- What It Takes: Lessons in the Pursuit of Excellence,-- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money THIS the Poor and Middle Class Do Not!,-- The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness,-- Shut Up and Listen!: Hard Business Truths THIS Will Help You Succeed, ......................................................................................................................... .........................................................................................................................
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT (2019 Update) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://soo.gd/irt2 } ......................................................................................................................... Download Full EPUB Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download Full doc Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download PDF EBOOK here { https://soo.gd/irt2 } ......................................................................................................................... Download EPUB Ebook here { https://soo.gd/irt2 } ......................................................................................................................... Download doc Ebook here { https://soo.gd/irt2 } ......................................................................................................................... ......................................................................................................................... ................................................................................................................................... eBook is an electronic version of a traditional print book THIS can be read by using a personal computer or by using an eBook reader. (An eBook reader can be a software application for use on a computer such as Microsoft's free Reader application, or a book-sized computer THIS is used solely as a reading device such as Nuvomedia's Rocket eBook.) Users can purchase an eBook on diskette or CD, but the most popular method of getting an eBook is to purchase a downloadable file of the eBook (or other reading material) from a Web site (such as Barnes and Noble) to be read from the user's computer or reading device. Generally, an eBook can be downloaded in five minutes or less ......................................................................................................................... .............. Browse by Genre Available eBooks .............................................................................................................................. Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, ......................................................................................................................... ......................................................................................................................... .....BEST SELLER FOR EBOOK RECOMMEND............................................................. ......................................................................................................................... Blowout: Corrupted Democracy, Rogue State Russia, and the Richest, Most Destructive Industry on Earth,-- The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company,-- Call Sign Chaos: Learning to Lead,-- StrengthsFinder 2.0,-- Stillness Is the Key,-- She Said: Breaking the Sexual Harassment Story THIS Helped Ignite a Movement,-- Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones,-- Everything Is Figureoutable,-- What It Takes: Lessons in the Pursuit of Excellence,-- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money THIS the Poor and Middle Class Do Not!,-- The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness,-- Shut Up and Listen!: Hard Business Truths THIS Will Help You Succeed, ......................................................................................................................... .........................................................................................................................
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

FUND CAJA MADRID EXCELLENCE GARANTIZADO

  1. 1. www.gesmadrid.es
  2. 2. <ul><li>UN FONDO GARANTIZADO SOBRE HEDGE FUNDS </li></ul><ul><li>ACTIVOS EN LOS QUE INVIERTE CM EXCELLENCE GARANTIZADO </li></ul><ul><li>FICHA TÉCNICA </li></ul><ul><li>ARGUMENTARIO </li></ul>CAJA MADRID EXCELLENCE GARANTIZADO www.gesmadrid.es
  3. 3. <ul><li>¿ ES CAJA MADRID EXCELLENCE UN HEDGE FUND GARANTIZADO ? </li></ul><ul><li>SÍ </li></ul><ul><li>Caja Madrid Excellence Garantizado es un fondo que ofrece la rentabilidad de tres fondos hedge (son el subyacente), garantizando el capital invertido . </li></ul>UN FONDO GARANTIZADO SOBRE HEDGE FUNDS www.gesmadrid.es
  4. 4. <ul><li>¿ QUÉ RENTABILIDAD SE GARANTIZA ? </li></ul><ul><li>Se garantiza un 80% de la rentabilidad obtenida por la cesta que replica los tres fondos subyacentes equiponderados: </li></ul><ul><ul><ul><li>Caxton Equity </li></ul></ul></ul><ul><ul><ul><li>Highbridge Steep US </li></ul></ul></ul><ul><ul><ul><li>Renaissance Institucional Equity </li></ul></ul></ul>UN FONDO GARANTIZADO SOBRE HEDGE FUNDS www.gesmadrid.es
  5. 5. <ul><li>¿ CÓMO OBTIENEN ESTOS FONDOS LA RENTABILIDAD ? </li></ul><ul><li>Los fondos de gestión alternativa subyacentes se gestionan bajo la estrategia Long Only (Renta Variable sin cobertura, que se basa en la premisa de que es más fácil obtener un exceso de rentabilidad sobre la media en activos comprados (posiciones largas) que en activos vendidos (posiciones cortas). </li></ul><ul><li>Esta estrategia de Gestión Alternativa está entre las intermedias en cuanto a exposición al mercado y tiene puntos en común con la gestión tradicional . </li></ul><ul><li>Los tres fondos subyacentes están invertidos en renta variable USA con distintos enfoques cada uno. </li></ul>UN FONDO GARANTIZADO SOBRE HEDGE FUNDS www.gesmadrid.es
  6. 6. <ul><li>¿ QUÉ APORTA CAJA MADRID EXCELLENCE ? </li></ul><ul><li>Una fuente de rentabilidad futura muy poco correlacionada con la mayoría de los fondos que tienen en sus carteras los clientes. </li></ul><ul><li>Tiene, en consecuencia, un especial valor como diversificación , igual que los anteriores tres fondos garantizados del 2007: CM Selección Financiera, CM Europa Plus y CM Oro Azul. </li></ul><ul><li>El subyacente del fondo son tres fondos de gestoras de gran prestigio en el mercado EEUU y pioneras en gestión de fondos hedge. </li></ul>UN FONDO GARANTIZADO SOBRE HEDGE FUNDS www.gesmadrid.es
  7. 7. ¿DÓNDE INVIERTE CAJA MADRID EXCELLENCE GARANTIZADO ? www.gesmadrid.es
  8. 8. <ul><li>CAJA MADRID EXCELLENCE GARANTIZADO toma como índice de referencia la media de la evolución de una cesta que replica a los tres fondos HEDGE siguientes: </li></ul><ul><ul><ul><li>CAXTON EQUITY </li></ul></ul></ul><ul><ul><ul><li>HIGHBRIDGE STEEP US </li></ul></ul></ul><ul><ul><ul><li>RENAISSANCE INSTITUTIONAL EQUITY </li></ul></ul></ul>ACTIVOS EN LOS QUE INVIERTE CM EXCELLENCE www.gesmadrid.es
  9. 9. <ul><li>ALGUNAS CIFRAS </li></ul><ul><ul><li>CAXTON: </li></ul></ul><ul><ul><ul><li>Activos bajo gestión son 13.000 millones de dólares (10.000 millones euros) </li></ul></ul></ul><ul><ul><li>HIGHBRIDGE: </li></ul></ul><ul><ul><li>Activos bajo gestión son 14.000 millones de dólares (10.800 millones euros) </li></ul></ul><ul><ul><li>RENAISSANCE: </li></ul></ul><ul><ul><li>Activos bajo gestión son 16.000 millones de dólares (12.300 millones euros) </li></ul></ul><ul><ul><li>Curiosidad: Su fondo más conocido aglutina 6.000 millones de dólares </li></ul></ul>ACTIVOS EN LOS QUE INVIERTE CM EXCELLENCE www.gesmadrid.es
  10. 10. LAS TRES GESTORAS DE HEDGE FUNDS RENAISSANCE 12.300 millones euros HIGHBRIDGE 10.800 millones euros CAXTON 10.000 millones euros GESMADRID 12.000 millones euros **DATOS DE ACTIVOS BAJO GESTIÓN** “ EL VOLUMEN GESTIONADO EN FONDOS HEDGE DE CADA GESTORA ES EQUIPARABLE AL TOTAL DE FONDOS GESTIONADOS POR GESMADRID www.gesmadrid.es
  11. 11. ACTIVOS EN LOS QUE INVIERTE CM EXCELLENCE <ul><li>El fondo CAXTON EQUITY es un fondo totalmente invertido en posiciones compradoras con orientación al mercado estadounidense. El fondo busca alcanzar retornos superiores a los del S&P 500 en un periodo de 3 a 5 años </li></ul><ul><li>El fondo cuenta con la especialización de la Gestora Caxton Associates en el mercado de acciones de EE.UU. </li></ul>CAXTON EQUITY www.gesmadrid.es
  12. 12. ACTIVOS EN LOS QUE INVIERTE CM EXCELLENCE <ul><li>El fondo HIGHBRIDGE STEEP US es un fondo de posiciones compradoras cuyo objetivo es mantener una apreciación superior al S&P 500 con una volatilidad similar en un periodo de entre 3 y 5 años . </li></ul><ul><li>Highbridge Steep US utiliza un enfoque puramente cuantitativo para invertir en valores basándose en modelos estadísticos desarrollados por Highbridge Statistical Arbitrage team. Dichos modelos han sido empleados con grandes resultados durante los últimos 4 años. </li></ul><ul><li>El equipo de arbitraje de Highbridge se encarga de buscar y explotar ineficiencias en el mercado que permitan anticipar los efectos en los precios </li></ul>HIGHBRIDGE STEEP US www.gesmadrid.es
  13. 13. ACTIVOS EN LOS QUE INVIERTE CM EXCELLENCE <ul><li>El fondo RENAISSANCE INSTITUTIONAL EQUITY es un fondo gestionado a través de posiciones compradoras diseñado para producir retornos de cuantías superiores a las de los principales índices estadounidenses ( S&P 500…) con una volatilidad inferior en periodos de 3 a 5 años </li></ul><ul><li>Renaissance Institutional gestiona sus fondos a través de modelos de riesgo, coste y optimización largamente analizados y probados. Además la gestora incorpora pequeños y continuos cambios en sus sistemas para mejorar la actuación del producto </li></ul>RENAISSANCE INSITUTIONAL EQUITY www.gesmadrid.es
  14. 14. <ul><li>Garantiza el 100% del capital inicial (V.L.P. a fecha 27 de abril de 2007) </li></ul><ul><li>Adicionalmente ofrece el 80 % de la media de las revalorizaciones medias mensuales obtenidas por las SICAVs </li></ul><ul><ul><ul><ul><ul><li>SGAM AI CAXTON EQUITY </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>SGAM AI HIGBRIDGE STEEP US </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>SGAM AI RENAISSANCE INSTITUTIONAL EQUITY </li></ul></ul></ul></ul></ul><ul><li>COMISIONES </li></ul><ul><ul><ul><li>Gestión 1.05% </li></ul></ul></ul><ul><ul><ul><li>Depósito 0.10% </li></ul></ul></ul><ul><ul><ul><li>Reembolso 3% </li></ul></ul></ul><ul><li>Ventanas de liquidez: 09/05/2008 y 08/05/2009 </li></ul><ul><li>Vencimiento: 28/05/2010 (3 años) </li></ul>FICHA TÉCNICA www.gesmadrid.es
  15. 15. CALENDARIO LIQUIDACIÓN UN FONDO CON UN VLP SEMANAL LAS OPERACIONES LIQUIDADAS SON VISIBLES EN NOS DIA DE OBTENCIÓN DEL VLP SEMANAL LAS UNIDADES TECLEADAS EN LAS SUCURSALES SE ACUMULAN www.gesmadrid.es MARTES LUNES DOMINGO SABADO VIERNES(*) Hasta las 15.30h JUEVES MIERCOLES MARTES LUNES
  16. 16. ABRIL 2007 2008 2009 28 MAYO 2010 PERÍODO COMERCIALIZACIÓN 16 al 27 ABRIL 2007 DIA FIN DE LA GARANTÍA 28 mayo 2010 día 27 día 16 VLP garantizado 27 abril 2007 VENTANA LIQUIDEZ : 9/05/08 VENTANA LIQUIDEZ : 8/05/09 CALENDARIO COMERCIALIZACIÓN www.gesmadrid.es
  17. 17. <ul><li>Desde 2003 Gesmadrid ha ido introduciendo técnicas de gestión alternativa en diversos fondos </li></ul><ul><li>Ello ha permitido en 2007 tener un abanico de fondos con distintos porcentajes de gestión alternativa en sus carteras </li></ul><ul><li>Uno de los beneficios de este desarrollo ha sido la popularización del concepto de rentabilidad objetivo entre los clientes, y la elección de distintas rentabilidades objetivo para distintos perfiles de riesgo </li></ul>GESMADRID Y LA GESTIÓN ALTERNATIVA <ul><li>“ En Gesmadrid, sabemos lo que es la gestión alternativa” </li></ul>www.gesmadrid.es
  18. 18. GESMADRID Y LA GESTIÓN ALTERNATIVA www.gesmadrid.es 12,00% 12,00% 9,00% 6,00% 5,00% 2,5% 2,00% 1,00% 0,90% Volatilidad anual máxima Fondo de fondos multiestrategia Fondo de fondos Global Macro Fondo de fondos Global Macro Fondo de fondos Global Macro Long-short Equity Fondos de Fondos multiestrategia Futuros gestionados Fondo de Fondos multiestrategia Fondo de Fondos multiestrategia ESTILO 100% Euribor 3m + (500 pb. a 800 p.b.) Caja Madrid Selección Inversión Libre, FI 100% Euribor 3m+500 p.b. Caja Madrid Evolución VaR 20, FI Alto 100% Euribor 3m+400 p.b. Caja Madrid Evolución VaR 15, FI 100% Euribor 3m+250 p.b. Caja Madrid Evolución VaR 10, FI 100% Euribor 3m+200 p.b. Madrid Gestión Alternativa, FI 100% Euribor 3m+150 p.b. Madrid Multigestión Dinámica, FI Medio 100% Euribor 3m+100 p.b. Madrid Gestión Dinámica, FI 40% Euribor 3m+25 p.b. Madrid Crecimiento Dinámico, FI 40% Euribor 3m Caja Madrid Monetario Dinámico, FI Bajo PERFIL DE RIESGO % CARTERA EN GESTION ALTERNATIVA OBJETIVO RENTABILIDAD ANUAL DENOMINACIÓN DEL FONDO
  19. 19. <ul><li>Primer fondo que tiene como novedad del sector : una cesta que replica tres fondos de inversión libre. </li></ul><ul><li>Es el grupo de fondos con mayores nuevos lanzamientos en 2007. </li></ul><ul><li>La comercialización de Caja Madrid Excellence sirve de avanzadilla a la comercialización de CM FF de inversión libre </li></ul>ARGUMENTARIO COMERCIAL www.gesmadrid.es
  20. 20. ARGUMENTARIO COMERCIAL <ul><li>CM Excellence Garantizado es un fondo que ofrece la rentabilidad de tres fondos de gestión alternativa garantizando el capital . </li></ul><ul><li>La fuente de rentabilidad de los fondos de gestión alternativa referencia de Caja Madrid Excellence Garantizado se basa en una premisa, es más fácil obtener mayor rentabilidad con posiciones largas que con posiciones cortas. </li></ul><ul><li>CM Excellence Garantizado aporta una diversificación adicional y de alto valor añadido a cualquier cartera de fondos, dado que las fuentes de rentabilidad están escasamente representadas en los productos de inversión actuales </li></ul>www.gesmadrid.es
  21. 21. www.gesmadrid.es

×