March Acciones EPSV
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Category "1" does not mean that the investment is risk-free
Investing globally is complex. At March A.M. we have over 20 years of experience investing in good companies globally.
What is it?
The general investment policy will follow an international equity strategy. A minimum of 75% of the portfolio assets will be invested in equities, mainly in the most representative global stock markets.
The investment policy will follow an active management approach, avoiding a simple replication of an index, based on fundamental analysis and the selection of stocks and sectors best suited to the circumstances of the economic environment and the markets at any given time.
Why invest?
A whole world of opportunities opens up when we can invest globally, in both developed and emerging countries. We can invest in trends, in highly specialised companies or in large conglomerates. But above all, we can invest in different management teams, different business cultures, which can complement each other when building the portfolio. The result is a diversified fund, with lower risk than the market and with those ideas, businesses and trends that will give the best results in the long term.
Return/Risk
Escenarios de rentabilidad |
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| Mínimo | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Tensión | Importe (EUR) | ||||||
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| Desfavorable | Importe (EUR) | ||||||
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| Moderado | Importe (EUR) | ||||||
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| Favorable | Importe (EUR) | ||||||
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Return during the selected period:
Last net asset value: a fecha
RETURN *
| 1 month | 3 months | 6 months | 1 year | 3 years | ||
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RISK *
| Volatility | |
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* Data at date:
Key figures
- Launch date:
- Management fee:
- Assets (€):
- Manager:
- Identifier code:
- Liquidity:
- Article SFDR:
- Manager:
- Depositary:
Managed by
Francisco Javier Pérez Fernández
Francisco Javier Pérez FernándezHead of Global Equities
Javier started his professional career in the sales division at Crédit Lyonnais. He later joined Banco Banif, where he was head of international equities, until he joined March A.M. in 2000 as global equities manager.
He has been named as one of the best global equities managers by Inversión magazine and rated AA by Citywire. Javier holds a degree in Economics from the Universidad Complutense de Madrid and is certified by the Instituto Español de Analistas Financieros (Certified European Financial Analyst). He also holds a diploma in Value Investing and Search for Value from the Ivey Business School in Toronto, Canada. Plus, he is certified in ESG investing by CFA.
