March Acciones, P.P.
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Category "1" does not mean that the investment is risk-free
Investing globally is complex. At March A.M. we have more than 20 years of experience in investing in sound companies globally.
What is it?
Europe, USA, Japan... but also emerging markets. Multinationals, as well as local companies. Large caps and small caps.
In March Acciones all these regions, sectors, types of companies may be included. We do not follow any particular index. We only invest with companies that we believe in and have researched: stable, un-leveraged businesses with high dividend yields, good margin management and a top-quality management team. We have bought them all at a discount to our target price.
March Acciones is the result of our global company selection.
Why invest?
Global investment in developed and emerging nations opens up a whole new world of opportunities. We can invest in trends, in highly specialised companies or in large conglomerates. But above all, we can invest in different management teams and corporate cultures that can complement each other in the composition of the portfolio. The result is a diversified fund with lower risk than the market and with the ideas, companies and trends that will deliver the best results over the long term.
Return/Risk
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| Desfavorable | Importe (EUR) | ||||||
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| Moderado | Importe (EUR) | ||||||
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| Favorable | Importe (EUR) | ||||||
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Return during the selected period:
Last net asset value: a fecha
RETURN *
| 1 month | 3 months | 6 months | 1 year | 3 years | ||
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RISK *
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* Data at date:
Key figures
- Launch date:
- Management fee:
- Assets (€):
- Manager:
- Identifier code:
- Liquidity:
- Article SFDR:
- Manager:
- Depositary:
Managed by
Francisco Javier Pérez Fernández
Francisco Javier Pérez FernándezHead 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.
