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Voluntary Social Welfare Entities (EPSV)

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March Mixto EPSV

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

Savers who want to invest moderately for their retirement, maintaining an equity exposure of around 50%.

What is it?

It is a mixed pension fund combining fixed income and equity investments. The neutral investment in global equities will be 50%, and can go up to 75% if the managers deem it appropriate.

Both equities and bonds are actively managed. In equities we implement our investment ideas globally, selecting companies we believe in and have researched: stable, low leveraged businesses with high dividend yields, good margin management and a high-level management team.

The strategy we implement on the fixed income side, focuses on finding the best investment opportunities within the fixed income universe: sovereign debt, corporate, money market instruments. It is positioned in those assets with the best potential for revaluation and trying to reduce the interest rate risk assumed, maintaining a duration range of 1 - 5.5 years.

Why invest?

Saving for our retirement while assuming some risk as we take advantage of the opportunities that equities give us to obtain, in the long term, an interesting return. It is focused on people with a moderate profile and who want to supplement the public pension.

In this proposal we combine two of the strategies that March AM manages individually, global equities and fixed income in EUR, with excellent results, ranking fifth in its category in 2017, according to the newspaper “Expansión”.

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:
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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.

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