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- Fund - March Internacional Valores Iberian Equity
Banca March - Crecemos con valores, crecemos juntosFund - March Internacional Valores Iberian Equity
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Valores Iberian Equity
An excellent way to invest in Spain and Portugal.
What is it?
The fund invests in Spanish and Portuguese companies.
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.
The fund is not benchmarked: Its distribution over sectors and geographical regions both depend on the securities selected by the fund manager, and under no circumstances on the components of the index.
This actively managed fund only invests in businesses, if we are sure they will generate value in the long run.
Why invest?
A fund that has outperformed the market with less volatility and more than 15 years' history.
March A.M.'s proposal for investing in Spanish and Portuguese equities.
It is perfect for investors who are used to high market volatility and are aiming for high upside potential in the long term.
Risk tables
RISK
Lower riskHigher risk
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
INVESTMENT HORIZON
Years
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
ESTILO
| MARKET CAP | Passive | Value | Blend | Growth |
|---|---|---|---|---|
| Small | ||||
| Mid | ||||
| Large | ||||
| All |
Relevant facts
| CLASS A1 | CLASS P2 | CLASS I3 | |
| ISIN | LU0982776501 | LU0982777145 | LU0982776840 |
| CURRENCY | EUR | ||
| MANAGEMENT FEE | 2.00% | 1.25% | 1.25% |
| MIN. SUSCRIPTION | 1 PART. | 500,000€ | 100,000€ |
| LAUNCH DATE | 07-nov-2013 | 07-nov-2013 | 31-oct-2013 |
| DOMICILE | LUX | ||
| CUSTODY | B. Privée Edmond de Rothschild | ||
1 There are different classes of shares both in USD and GBP which are hedged against currency risk. Please ask March A.M. directly.
2 Class of share only registered in Spain and exclusively for high net worth investors.
3 Class of share exclusively for institutional investors.
LEGAL ADVICE
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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