Best Ideas, F.I.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
Category "1" does not mean that the investment is risk-free
Discover our investment alternative for high net worth clients.
What is it?
Multi-asset mixed fund that diversifies its portfolio globally through March A.M.’s best investment ideas.
Why invest?
The portfolio actively adapts to the market environment through equity and fixed income assets, investment funds, ETFs and derivatives.
Return/Risk
Escenarios de rentabilidad |
Periodo 1 (1 año) | Periodo 2 (MID) | Periodo 3 (RHP) | ||||
---|---|---|---|---|---|---|---|
Mínimo | Importe (EUR) | ||||||
Rent. anual media (%) | |||||||
Tensión | Importe (EUR) | ||||||
Rent. anual media (%) | |||||||
Desfavorable | Importe (EUR) | ||||||
Rent. anual media (%) | |||||||
Moderado | Importe (EUR) | ||||||
Rent. anual media (%) | |||||||
Favorable | Importe (EUR) | ||||||
Rent. anual media (%) |
Return during the selected period:
Last net asset value: a fecha
RETURN *
1 month | 3 months | 6 months | 1 year | 3 years | ||
---|---|---|---|---|---|---|
RISK *
Volatility | |
---|---|
* Data at date:
Key figures
- Launch date:
- Management fee:
- Assets (€):
- Manager:
- Identifier code:
- Liquidity:
- Article SFDR:
- Manager:
- Depositary:
Managed by
Antonio López Silvestre
Head of SRI and European Equities
Antonio started his professional career at Beta Capital SVB - Fortis Bank España, initially as a cyclical and infrastructure companies analyst before being appointed Director of 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 – Universidad de Navarra and a degree in Economics and Business Management from the Universidad Complutense de Madrid. He has also completed several postgraduate programmes and courses, including a Business Valuation programme at Harvard Business School, a Value Investing programme at Columbia Bus.
Javier Criado Andrés
Equity Analyst-Manager
Javier started his professional career in Seguros Bilbao as a personal advisor to brokers. He later worked at Analistas Financieros Internacionales in the market analysis team until he joined March AM in 2015, initially in the control department.
He then moved to the SICAVs management team as a manager. He has recently joined the equity funds team as an analyst and co-manager for the Iberian and European strategies.
Javier, a CFA level II candidate, holds a degree in Business Administration and Management from the University of Valladolid and a Masters in Banking and Finance from the AFI School of Finance. He pursued additional training with courses in equity market analysis and derivatives, both from the University of Valladolid.
Documents
- Best Ideas A, FI: Data Sheet
- Best Ideas A, FI: Key Investor Information Document
- Best Ideas B, FI: Data Sheet
- Best Ideas B, FI: Key Investor Information Document
- Best Ideas P, FI: Data Sheet
- Best Ideas P, FI: Key Investor Information Document
- Best Ideas, FI: Brochure
- Common Draft Terms of Merger between Best Ideas, F.I. and March Portfolio Max 45, F.I.
- Notice of Merger by Absorption of Investment Funds: Best Ideas, F.I. and March Portfolio Max 45, F.I.