Trea Balanced

Balanced Fund

Fund Investestment Vocation

The objective of the fund is to guarantee profitability above its benchmark index regarding the capital invested in a market cycle,  investing in flexible fixed income, European equities and Spanish equities. The fund has a medium risk exposure in equities of around 15%, which can reach up to a maximum of 30%. At least 70% will be invested in fixed income.

The portfolio in this fund allows a highly diversified investment in different types of securities, leading to attractive returns with limited risk.

All our investments are supported by a rigorous macroeconomic analysis and a fundamental analysis of the companies.

Team

Our top professionals

Managers

, Balanced Fund

Alfonso de Gregorio
Head, Equity

, Balanced Fund

Ascensión Gómez
Head, Fixed Income

, Balanced Fund

Xavier Brun
Head, Equity Europe

, Balanced Fund

Ricardo Gil
Asset, Allocation

The management team has more than 15 years of experience managing this asset, they have a track record far above the market average, and they have demonstrated consistency over time. The fund is characterized by highly active management, unlike its competition, and by strong diversification in terms of both sectors and company sizes. More than €1 billion managed.

Analysis team

, Balanced Fund

Natalia Bobo
Head, Research

, Balanced Fund

María Tristán
Research

, Balanced Fund

Sonia Ruiz de Garibay
Research

, Balanced Fund

Joan Borrás
Research

, Balanced Fund

Jaime Martí
Research

, Balanced Fund

Álvaro Mata
Research

, Balanced Fund

Omar Kher
Research

The analysis team, with extensive experience in the sector, focuses on seeking quality assets priced below their real value, thus maximizing expected profits.

, Balanced Fund

Recognitions

, Balanced Fund
, Balanced Fund
, Balanced Fund