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Lluc Valores SICAV, S.A.
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Category "1" does not mean that the investment is risk-free.
Institutional SICAV managed by March Asset Management with more than 25 years of success and aimed at investors with adventurous profiles.
Beat the world's main stock markets with lower risk or volatility. Maintain a focus on investing in equities to create value and protect equity in a controlled risk environment. The investment policy is governed by the following criteria:
- Exposure to equities of around 70% under normal market conditions, although there are no limits on this percentage.
- Currency risk is eliminated in equity investments, with the exception of one-off situations in which currency acts as natural coverage in response to movements in the market.
- Dynamic approach in the exposure to equity, depending on the market environment in question.
Market cap Liability Value Mix Growth Low Average High All
- ISIN ES0158867038
- CURRENCY EUR
- MANAGEMENT FEE. 1.00%
- LAUNCH DATE. 06-feb-1998
- MANAGEMENT COMPANY MARCH ASSET MANAGEMENT S.G.I.I.C., S.A.
- CUSTODIAN Banca March
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