What is it?

March International Mediterranean Fund is a sustainable, themed and socially responsible fund (ART. 8 SFDR) that invests in listed companies directly involved in what is known as the ocean economy.

It is a global equity fund that invests in listed companies related to two major themes: the ocean economy and water.

The ocean, the planet's 7th economy, is a major source of resources with high growth potential in sectors such as food, tourism, transport, and in the economy of coastal regions in general.

Its investment process includes ESG criteria, and it is a socially-responsible fund as it allocates 10% of management fees to projects to protect the sea.

Why invest?

By investing in companies and sectors involved in economic activities related to the oceans and seas, as well as in the supply and treatment of water, you can participate in the growth and development of companies and sectors working towards one of the 2030 Sustainable Development Goals set by the UN.

The Investment Committee is responsible for analysing the economic and financial environment and establishing the investment strategy. All investment professionals of the fund manager are members of this committee.
As active value managers, we conduct a comprehensive fundamental analysis of companies to identify those with the greatest potential for revaluation in the mid-long term.
We are conviction investors, with a portfolio of between 40 and 60 stocks. We adopt a low rotation policy and we do not follow benchmark indices.

Profitability/Risk

Relevant data

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