March Iberia

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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.

An excellent way of investing in Spain and Portugal.

What is it?

March Iberia Iberia is a fund that capitalises on the investment opportunities, mainly in equities, offered by the Spanish and Portuguese markets.

At Banca March, we are focussed on selecting companies on the Iberian peninsula that are well managed, have attractive ratings and characteristics that help them to stand out from their competitors. In short, options that represent a good opportunity.

This fund does not follow any benchmark. Its sectoral and regional distribution depends on the manager's selection of securities and, under no circumstances, the composition of the index. This active management approach means that we only invest in companies that we believe will generate wealth in the long term.

Why invest?

March Iberia represents the proposal of March A.M. for investing in Spanish and Portuguese equities. By including this fund in the portfolio, investors can obtain greater returns by combining companies with a national and international presence who have the best perspectives at any stage of the economic cycle. 

This is the ideal fund for investors accustomed to high market volatility and whose aim is to obtain high returns in the long term. 

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.

Key figures

Investment horizon

Years
1
2
3
4
5
6
7

Style

Market cap Liability Value Mix Growth
Low        
Average        
High        
All   Capitalización: Todas. Estilo: Valor    

Data

  • ISIN LU0982776501
  • CURRENCY EUR
  • MANAGEMENT FEE. 2%
  • LAUNCH DATE. 15-nov-2013
  • DOMICILE LUX
  • CUSTODIAN RBC INVESTOR & TREASURY SERVICES

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