Voluntary Social Welfare Entities (EPSV)

What is it?

It is a mixed pension fund that combines investment in fixed income and equities. The neutral investment in global equities will be 20%, potentially reaching 30% if deemed appropriate by the managers.

Active management is present in both equities and fixed income. In equities, we implement our investment ideas globally, selecting companies we believe in and have studied: stable businesses, low leverage, high dividend yield, good margin management, and a high-level management team.

The strategy we implement in the fixed income part focuses on seeking the best investment opportunities within the fixed income universe: sovereign debt, corporate debt, and money market instruments. We position ourselves in assets that show the best potential for appreciation, aiming to reduce the interest rate risk assumed, maintaining a duration range of 1 - 3.5 years.

Why invest?

Saving for our retirement by assuming a moderate level of risk, taking advantage of the opportunities offered by equities to achieve interesting returns in the long term. This strategy is designed for people with a conservative profile who want to complement their public pension.

In this proposal, we combine two strategies managed individually by March AM: global equities and EUR fixed income, both of which have shown excellent results since their launch.

Return/Risk

Key figures

• Launch date:
• Management fee:
• Assets (€):
• Manager:
• Identifier code:
• Liquidity:
• Article SFDR:
• Manager:
• Depositary:

Documents