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Vini Catena

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

The wine value chain as an investment universe through March Vini Catena.

What is it?

Grapes provide us with a variety of sectors and businesses in which to invest. We invest not only in wineries, but in all kinds of companies around the world that help grapes reach the consumer after they have been processed and distilled.

Not only wineries, but also companies in fertilisers, machinery, corks, barrel manufacturers, distribution, logistics, restaurants, online shops, etc. In other words, a very broad universe full of large and small companies, multinationals or with a very local presence.

March Vini Catena offers an attractive investment solution that combines companies from different sectors and with different behaviours. This provides a more defensive approach when investing in equities.

With a history of more than 10 years, it is the first global equity fund to invest in leading companies in the wine value chain worldwide and to benefit from the growing global demand for quality wine.

An opportunity to participate in the growth and development of a dynamic sector of the global economy.

Why invest?

The global trend in favour of quality wine is an interesting opportunity for investors. Increasing demand and lower supply growth present a unique chance to get involved in this market.

Operating in the premium sector makes these companies very defensive investments compared to global equity.

The future demand for high-quality wine looks promising globally. This bodes well for the long-term prospects of companies operating in this sector, in both developed and emerging markets.

Given the defensive nature of the sector, the characteristics of this fund are defensively oriented to protect capital in bear markets and to hold its own in bull markets. This results in a better risk-adjusted return over the long term. The fund has a low correlation to the equity market and lower volatility than global equities in general.

Return/Risk

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Key figures

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Managed by

Francisco Javier Pérez Fernández

Head of Global Equities

Javier started his professional career in the sales division at Crédit Lyonnais. He later joined Banco Banif, where he was head of international equities, until he joined March A.M. in 2000 as global equities manager. 

He has been named as one of the best global equities managers by Inversión magazine and rated AA by Citywire.

Javier holds a degree in Economics from the Universidad Complutense de Madrid and is certified by the Instituto Español de Analistas Financieros (Certified European Financial Analyst). He also holds a diploma in Value Investing and Search for Value from the Ivey Business School in Toronto, Canada. Plus, he is certified in ESG investing by CFA.

Other funds:

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