The Family Businesses Fund

Thanks to the defensive characteristics of these companies, the fund can be an interesting tool for diversification

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

Category "1" does not mean that the investment is risk-free

What is the March Family Businesses Fund?

An option that invests in family-owned companies around the world that represent an excellent investment opportunity.

GLOBAL FAMILY COMPANIES

Invests in listed companies controlled by families involved in management and with a generational vision.

QUALITY SELECTION

Seeks out quality companies that have attractive valuations, with solid fundamentals and that differentiate themselves from their competitors.

BUSINESS DNA

Strategy aligned with Grupo March's family business tradition and its investment experience.

Why invest in this fund?

Structural
advantage

Family-owned companies, with a long-term vision and low debt, tend to withstand crises better and offer greater profitability.

Significant weight
in Europe

They have a strong presence in countries such as Germany, Italy and Spain, especially in consumer and industrial sectors.

Proven
experience

Grupo March's track record as a family business and investor supports this strategy.

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Profitability/Risk

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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 (%)

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Latest net asset value: a fecha

Profitability *

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