March Acciones EPSV
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Category "1" does not mean that the investment is risk-free
March Acciones EPSV is a Voluntary Social Welfare Entity that will invest its equity portfolio in the most representative global stock markets. The fixed-income portion will be primarily materialized in deposits and repurchase agreements ("repo").
What is it?
The investment strategy will focus on international equities, allocating at least 75% of the portfolio's assets to equity securities in the most representative global stock markets.
Investment management will be active, avoiding simple index replication. It will be based on fundamental analysis criteria and the selection of securities and sectors that best adapt to the economic and market conditions at any given time.
Why invest?
Investing globally opens up a world of opportunities, both in developed and emerging countries. We can invest in trends, specialized companies, or large conglomerates. Additionally, we have the chance to invest in diverse management teams and different business cultures, which complement each other when building the portfolio. The result is a diversified fund, with lower risk than the market, composed of ideas, businesses, and trends that will yield the best long-term results.
Return/Risk
Escenarios de rentabilidad |
Periodo 1 (1 año) | Periodo 2 (MID) | Periodo 3 (RHP) | ||||
|---|---|---|---|---|---|---|---|
| Mínimo | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Tensión | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Desfavorable | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Moderado | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Favorable | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
Return during the selected period:
Last net asset value: a fecha
RETURN *
| 1 month | 3 months | 6 months | 1 year | 3 years | ||
|---|---|---|---|---|---|---|
RISK *
| Volatility | |
|---|---|
* Data at date:
Key figures
- Launch date:
- Management fee:
- Assets (€):
- Manager:
- Identifier code:
- Liquidity:
- Article SFDR:
- Manager:
- Depositary:
