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March International Valores Iberian Eq A EUR Cap

Classé 2 sur 3 en - Iberia sur 12 mois
All calculations are in EUR unless stated

Géré par

Antonio Lopez

Antonio Lopez is based in Madrid, where he is an equity fund manager at March Asset Management. He joined the firm in 2014 and prior to this, Antonio was an equity research analyst and head of Spanish midcaps at Exane BNP Paribas. He manages a number of funds using a value investment style. Antonio graduated from the IESE University of Navarra with an MA in Business Administration and the Universidad Complutense, San Pablo and CEU Madrid with a post-graduate degree in Business and Economics. He attended Ivey Business School at Western University, Toronto and the Columbia Business School, New York for programmes in Value Investing and Harvard Business School, Boston for a Focused Financial Management Programme. Outside of work Antonio enjoys chess, music and the theatre.

Objectif

The investment objective of the Sub-Fund is to provide investors with an opportunity to invest mainly in equity such as shares and other securities equivalent to shares listed or quoted in Spain and Portugal. In order to achieve this investment objective, the Investment Manager will invest for the account of the Sub-Fund in a select portfolio of equity, which it believes offer the best opportunities for future growth.

Performance

Iberia sur : 31/10/2017 - 31/10/2018
  • Classement 2/3 Rendement total
  • Classement 2/3 Ecart-type
  • Classement 2/3 Perte maximale

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -3,1% 3,6% -0,3%
2017 12,1% 6,8% 4,2% -2,1% 2,9%
2016 7,9% -3,7% -4,4% 9,5% 7,0%
2015 5,2% 19,0% -4,8% -11,9% 5,4%
2014 -6,3% 5,4% 1,6% -8,3% -4,6%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. France
  3. Allemagne
  4. Italie
  5. Luxembourg
  6. Espagne

Information sur le fonds

  • Date de lancement15/11/2013
  • Taille de la share class30Mn
  • Devise de baseEUR
  • Code ISIN LU0982776501

Information pour achat

  • Minimum investissement de départ0
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle2,00%
  • Investissement de départ0,00%

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).