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Least riskPotentially lower return1234567Most riskPotentially higher returnCategory "1" does not mean that the investment is risk-free.
It's time to give back what the sea has given us.
What is it?
March International Mediterranean Fund is a themed global equities fund that invested in listed companies directly involved in the ocean economy.
This fund invests in two trends with great potential related to any of the UN Sustainable Development Goals for 2030:
- Oceans as a source of wealth and the need to preserve their health, sustainably using their resources when extracting their economic potential.
- Water as a scarce, indispensable resource for life on our planet and a basic right.
Why invest?
The ocean, the planet's 7th economy, is a major source of resources with high growth potential and offers value within a high number of sectors, from food and tourism to transport and coasts. Furthermore, the increase in the world's population in the coming years will only see demand for water grow.
This fund has a special strategy that seeks to participate in the growth of companies and topics related to oceans and water, as part of activities that respect the environment and that are sensitive to the responsible and sustainable use of this resource that is vital to our plant.
What does the fund invest in?
The portfolio is made up of approximately 40 to 60 global, listed companies, which form part of the investment universe of companies related to the ocean economy and water.
Managed by
IÑIGO COLOMO ARENAZA
Head of InvestmentsIñigo started his professional career in the treasury departments at different investment banks including Natwest España and Banco de Negocios Argentaria, where he was head of the fixed-income derivatives division. He made the switch to asset management in 1999 at Fonditel, the pension fund manager of the Telefónica Group, as Head of Derivatives and ultimately Head of Investments. He later served in senior positions at a variety of firms, serving as Head of Investments at KBL España and Imantia Capital. He has more than 25 years of experience in asset management.
Iñigo holds a degree in Aeronautical Engineering from the University School of Aeronautical Engineering in Madrid, specialising in engines, and completed his studies at ENSAE (Ecole Nationale Supériore de l'Aéronautique et de l'Espace) in Toulouse taking a course on propulsion systems.
Key figures
Investment horizon
Years1234567Style
Market cap Liability Value Mix Growth Low Average High All Data
- ISIN L LU2039994616
- CURRENCY EUR
- MANAGEMENT FEE. 1.85%
- LAUNCH DATE. 9-sep-2019
- DOMICILE LUX
- CUSTODIAN RBC INVESTOR & TREASURY SERVICES
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