HomeAssetsCARTESIO X 
ES0116567035
FUND
Bonds

CARTESIO X 

Cartesio X is an actively managed flexible fund investing in a mix of fixed income and equities. Designed for investors seeking capital preservation and growth.

ISIN ES0116567035TER 1.5% TERInception 12 Mar 2004Policy AccumulatingProvider Cartesio

See below how EuroFolio members build portfolios around ES0116567035, and which ETFs they most commonly pair with it.

How EuroFolio members use ES0116567035

Cartesio X is consistently paired with global equity funds like Vanguard Global Stock and various fixed-income instruments, including short-term bond funds and money market assets. These portfolios typically allocate 10 percent of their total weight to Cartesio X, balancing it against 30 percent equity stakes and a mix of other bond funds. This structure suggests that investors use the asset as a flexible, defensive anchor intended to dampen the volatility of equity-heavy growth strategies while providing a buffer against market drawdowns.

The community patterns reveal two distinct approaches to utilizing this asset. Conservative investors, such as those in the Andbank Conservador portfolio, treat Cartesio X as a core component of a low-volatility, income-focused strategy where it sits alongside a broad basket of bond funds to achieve a high Sharpe ratio of 2.02. Conversely, growth-oriented users like those managing the Cartera Mama variations integrate the asset into 60/40 or 60/35/5 models to provide stability. In these more aggressive portfolios, Cartesio X acts as a stabilizer to support long-term capital appreciation, maintaining a consistent 10 percent allocation regardless of the specific equity or money market mix.

AI analysis of below portfolio data from our community only · Not investment advice · Aug 2026

Fund Details
StrategyLong-only
Currency RiskCurrency unhedged
Fund DomicileSpain
Fund CurrencyEUR