March Universal Brands Clase: March Universal Brands A EUR ACC March Universal Brands C EUR ACC March Universal Brands C USD ACC March Universal Brands I EUR ACC March Universal Brands I USD ACC March Universal Brands P EUR ACC March Universal Brands P USD ACC March Universal Brands S EUR ACC March Universal Brands S USD ACC 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 The power of the brand as a key long-term value driver. What is it? Why invest? Profitability/Risk Relevant data Documents What is it? March Universal Brands is a global thematic fund that seeks to invest in companies whose brands are recognised throughout much of the world, maintaining consistent brand power and image across all markets in which they operate. In order to achieve this the companies, manage their brand image with the same misión, visión, look and positioning independently of the region where they operate. Selection is made of the most prominent universally branded companies, dividing the investment universe into three sub-themes: Powerful brands, Tomorrow’s brands, Disruptive brands. Brands constitute one of the most powerful competitive advantages in modern industry while at the same time being one of the most ignored by the market due to their intangible nature. Why invest? History has shown that universal brands: Outperform global equity indexes: Are more resilient in times of crisis. Recover more quickly at times of cycle changes. Universal brands have the following pillars in common: Leadership, Loyalty, Recognition, Reputation, Perceived quality. Profitability/Risk Cumulative profitability Net asset value Other relevant information 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 From: To: Download net asset values 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: Documents March Universal Brands A EUR: Data Sheet March Universal Brands A EUR: Key Information Document March Universal Brands C EUR: Data Sheet March Universal Brands C EUR: Key Information Document March Universal Brands I EUR: Data Sheet March Universal Brands I EUR: Key Information Document March Universal Brands I USD: Data Sheet March Universal Brands I USD: Key Information Document March Universal Brands P EUR: Data Sheet March Universal Brands P EUR: Key Information Document March Universal Brands S EUR: Data Sheet March Universal Brands S EUR: Key Information Document Otros fondos: The Family Businesses Fund Mediterranean Fund March Global Quality F.I.