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  1. Fund - March Internacional March Vini Catena

Banca March - Crecemos con valores, crecemos juntosFund - March Internacional March Vini Catena

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March Vini Catena

The first investment fund specializing in the wine value chain.

What is it?

Invests in companies tied to the global wine value chain. It does not invest in physical wine.

Once our research universe has been limited to wine value chain-related companies, we focus on selecting quality companies with attractive valuations, good fundamentals that stand out from their competitors (added value, distinguishing characteristics, etc.); in short, they represent a good buy opportunity.

The fund is not benchmarked.

Why invest?

The growing global trend towards fine wine represents a unique opportunity for investors to participate in a sector where demand is growing worldwide and supply is constrained.

The premium characteristics of most of the companies operating in this sector make this investment very defensive when compared to global equity indices.

Global prospects regarding fine wine demand, not only in developed countries, but also in the emerging markets, mean that businesses in this sector can perform well in the long-term.

It has a low correlation with the stock market and less volatility than global equities in general.

Risk tables

RISK

Lower risk Higher risk

1 2 3 4 5 6 7

INVESTMENT HORIZON

Years

1 2 3 4 5 6 7

STYLE

MARKET CAP Passive Value Blend Growth
Small        
Mid        
Large        
All        

Relevant facts

INTL.
CLASS A1 CLASS P2 CLASS I1,3
ISIN LU0566417696 LU0982163676 LU0566417779
CURRENCY EUR
MANAGEMENT FEE 2,00% 1,25% 1,25%
MIN. SUSCRIPTION 1 PART. 500.000€ 100.000€
LAUNCH DATE 21-dic-2011 31-oct-2013 15-dic-2010
DOMICILE LUX
CUSTODY B. Privée Edmond de Rothschild

1 There are different classes of shares both in USD and GBP which are hedged against currency risk. Please ask March A.M. directly.
2 Class of share only registered in Spain and exclusively for high net worth investors.
3 Class of share exclusively for institutional investors.


LEGAL ADVICE

Legal Information FUNDS

Management responsibility

Antonio Lopez Silvestre
European and Spanish Variable Income Manager

Antonio began his professional career at Beta Capital SVB – Fortis Bank España covering the infrastructure and cyclical sectors and later became Head of Research and in charge of the Spanish utilities sector. Before joining March A.M., he worked for Exane BNP Paribas as Director of Spanish MidCaps and Head of the Spanish Branch. He has obtained excellent scores in the Team Ranking (5th for Spain and Portugal in 2011, 6th in 2012) and also in the Individual Rankings (2nd in 2011 and 7th in 2012) in Extel.

Antonio has an MBA from the IESE-Universidad de Navarra and an Economics and Business Graduate from the Universidad Complutense of Madrid. He has also completed various additional postgraduate courses, such as Company Valuation at the Harvard Business School and Value Investing at the Columbia Business School.

Francisco Javier Pérez Fernández
Global Global Variable Income Manager

Javier began his professional career in the commercial department of Crédit Lyonnais and later joined Banco Banif where he was responsible for Global Equity trading. He joined March A.M. in 2000 as Head of Global Equity and portfolio manager. He has been ranked as an AA portfolio manager by Citywire and as one of the best Spanish Global Equity fund managers by the investment journal Inversión.

Javier holds a degree in Economic Sciences from the Complutense University and holds a Diploma from the Spanish Institute of Financial Analysts (Certified European Financial Analyst). He also holds a diploma in "Value Investing and Search For Value" from the Ivey Business School, Toronto, Canada.

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