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MAPFRE AM Capital Responsable Fund Gets a Five-Star Rating

Feb 15, 2023

Redacción Mapfre

Redacción Mapfre

Financial and social returns can go hand in hand. A clear example is MAPFRE AM Capital Responsable, a mixed fund (with 60% of its portfolio invested in bonds) that aims to deliver above-market returns while contributing to the sustainable development of our community.

Because of its strong performance and outstanding management team, this ESG fund just received a five-star rating from Quantalys, one of the most prestigious independent analysis firms in the market. This is a particularly important guideline for investors in France, a market that MAPFRE AM has been focused on for some time, since acquiring a 25% stake in LFR. This is precisely one of the funds marketed there.

According to Quantalys, five-star funds are the highest rated, a designation based on two main variables. First, they must obtain good results regardless of the market conditions (in other words, during both bullish and bearish periods). Second, the expertise of the manager or management team is considered. “If this team has achieved good results in the past, it will continue doing so in the future,” it assumes.

In this regard, the fund registered growth of 3.47% in January, well above the 2.03% of its benchmark index. Its largest exposures in fixed income are three bonds from Belgium, France and the EU, and in equity, the luxury goods company LVMH.

The management team is made up of three professionals from MAPFRE AM and an advisor from LFR:

  • Manuel Rodríguez de Coca (Equity Manager). Born in Madrid in 1975, he is an industrial engineer from the Higher Technical School of Industrial Engineering at the Technical University of Madrid and a Certified International Investment Analyst, CIIA®. He joined MAPFRE AM in June 2006 as a fund manager in its International Equity Department. To learn more about Manuel, read the MAPFRE AM interview of the month by clicking here.
  • David Iturralde (Fixed Income Manager). Born in Madrid in 1977, he holds a degree in business administration from the University of Alcalá de Henares. He also has two master's degrees from the Escuela de Finanzas Aplicadas de Analistas Financieros Internacionales (AFI). He joined MAPFRE AM as a fund manager in 2006. He was later appointed Director of the Fixed Income Department at MAPFRE AM. To learn more about David, read the MAPFRE AM interview of the month by clicking here.
  • Patrick Nielsen (Deputy General Manager). Born in Paris in 1964, Patrick Nielsen graduated from the École Supérieure de Commerce in Paris. He earned his CFA qualification in 2000 and also has a bachelor's degree in applied mathematics. He joined the Mapfre Indosuez Equity team in 1990 as head of Nordic institutional clientele and later of Continental Europe. Since 1994, his main responsibility has been developing MAPFRE AM's International Equity Department. To learn more about Patrick, read the MAPFRE AM interview of the month by clicking here.
  • Stéphane Prévost (CEO of LFR and fund advisor). He graduated from the ESC (École Supérieure de Commerce) of Dijon with a degree in finance. In 1994, Stéphane Prévost began his career in the field of social solidarity economy by joining the Caisse des Dépôts group. In 2001, Stéphane joined IXIS Asset Management to create the first SRI management team in Paris. In 2007 he founded, together with Olivier Johanet, La Financière Responsable, the first asset management firm focused on SRI.

To view the fund's fact sheet, click here.

 

Alternative assets: portfolio diversification with these funds

Alternative assets: portfolio diversification with these funds

Alternative assets are a good way to diversify the portfolio, and MAPFRE knows it. Since 2018, the Group has worked to have greater exposure to this area and explore new investment opportunities: as of last year, €1.35 billion had been committed to this type of asset.

How do interest rates affect bonds?

How do interest rates affect bonds?

Fixed income is shaping up to be "the star asset" this year, although uncertainty regarding interest rate movements could put some investors off. Juan Nozal, fund manager of MAPFRE AM, explains how these movements impact bond prices and yields.

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