March Acciones EPSV

Investing globally is complex. At March A.M. we have over 20 years of experience investing in good companies globally

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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

What is the March Acciones EPSV Plan?

The general policy follows a strategy of investing in international equities.

EQUITIES

A minimum of 75% of the assets will be invested in equity securities from major global markets.

ACTIVE MANAGEMENT

The strategy is based on active management that seeks to stand out from the simple replication of an index.

ANALYSIS

Securities and sectors that best adapt to the economic and market conditions at any given time are selected.

Why invest in this plan?

Business
diversification

It combines trends, specialised companies, large conglomerates and different corporate cultures.

Global
opportunities

It expands investment opportunities by providing access to markets around the world.

Long-term
diversification

It builds a diversified portfolio with lower risk than the market and focused on opportunities with long-term potential.

Launch date:

Administrator:

Management fee:

Liquidity:

Assets:

Management company:

Identifier code:

Depositary:

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:

Documents

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