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March Acciones EPSV

Lower risk
Potentially lower performance
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Higher risk
Potentially higher performance

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.

Profitability/Risk

Profitability scenarios

Period 1 (1 year) Period 2 (MID) Period 3 (RHP)
Minimum Amount (EUR)
Rent. average annual (%)
Strain Amount (EUR)
Rent. average annual (%)
Unfavorable Amount (EUR)
Rent. average annual (%)
Moderate Amount (EUR)
Rent. average annual (%)
Favorable Amount (EUR)
Rent. average annual (%)

Profitability of the selected period:

Latest net asset value: a fecha

PROFITABILITY *

1 month 3 months 6 months 1 year 3 years

RISK *

Volatility

* Data as of date:

Relevant data

  • Fecha de lanzamiento:
  • Comisión de gestión:
  • Patrimonio:
  • Administrador:
  • Código identificador:
  • Liquidez:
  • Entidad gestora:
  • Depositario:

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