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March Europa, F.I.

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Least risk
Potentially lower return
1
2
3
4
5
6
7
Most risk
Potentially higher return

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

This fund indirectly invests in the most relevant European markets.

What is it?

March Europa, F.I. is an international investment fund that invests in European companies with high added value.

Banca March focusses on selecting high-quality companies that represent an attractive option, have strong foundations and stand out from their competitors (added value, special features, etc.); in short, businesses that clearly represent a good opportunity.

This fund does not follow any benchmark.

Why invest?

March Europa, F.I. manages a well-diversified portfolio, with exposure to European equities and investments in companies that instil confidence.

Our management approach means that our portfolios have a more conservative profile than the market, with less volatility and sustained returns from companies who are well established in their region and sector.

The management team at March A.M. has extensive experience managing this type of investments with very satisfactory results in terms of risk/return. The fund does not follow any benchmark index and is not limited by sectoral or geographic weights.

Managed by

ANTONIO LÓPEZ SILVESTRE
Equities Manager for Europe and Spain

Antonio started his professional career at Beta Capital SVB - Fortis Bank España, initially as a cyclical and infrastructure companies analyst before being appointed Director and Analysis and Coverage for Spanish Utilities. He has also worked at Exane BNP Paribas as Director of MidCaps for Spain and Head of the Spanish branch. He also obtained excellent positions in team analyst rankings (5th position in Spain and Portugal in 2011; 6th in 2012) and individual analyst rankings (2nd analyst in Spain in 2011, 7th in 2012) at Extel.

Antonio has an MBA from IESE – University of Navarre and a degree in Economics and Business Management from the Complutense University of Madrid. Furthermore, he has completed several postgraduate courses and programmes, including a business valuation programme at Harvard Business School and a value investing programme at Columbia Business School.

FRANCISCO JAVIER PÉREZ FERNÁNDEZ
Global Equities Manager

Javier started his professional career in the sales division at Crédit Lyonnais. Afterwards, at Banco Banif, he was head of international equities, until he joined March Asset Management in 2000 as global equities manager. He has been named as one of the best global equities managers by Inversion magazine and rated AA by Citywire.

Javier holds a degree in Economics from the Complutense University and is certified by the Spanish Institute of Financial Analysts (Certified European Financial Analyst). He also completed the “Value Investing and Search For Value” programme at Ivey Business School in Toronto, Canada.

Horizon, Styles and Key Figures

Investment horizon

Years
1
2
3
4
5
6
7

Style

Market cap Liability Value Mix Growth
Low        
Average        
High        
All        

Data

  • ISIN ES0160746030
  • CURRENCY EUR
  • MANAGEMENT FEE. 1.85%
  • LAUNCH DATE. 6-mar-2007
  • DOMICILE ESP
  • CUSTODIAN Banca March

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