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Banca March - Crecemos con valores, crecemos juntosMutual funds

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March Global, F.I.

Invest in the world's best companies.

What is it?

Fund that invests in companies all around the world with a value style.

The fund aims to invest in companies with long-term upside potential.

We focus on selecting quality companies that have attractive valuations, with good fundamentals and stand out from their competitors (added value, distinguishing characteristics, etc.); in short, they represent a good buy opportunity.

Why invest?

Lets you diversify your equity portfolio with a global fund, with below market volatility and an excellent return-risk ratio.

Because we do not follow any benchmark index, nor are we limited by sector or geographical weightings.

We do not follow any benchmark index, nor are we limited by sector or geographical weightings.

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

ISIN ES0160982031

CURRENCY EUR

MANAGEMENT FEE 2,15%

MIN. SUBSCRIPTION  1 PART.

LAUNCH DATE  9-sep-1998

DOMICILE

CUSTODY  B. March

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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