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March International Torrenova Lux A EUR Cap

Ranked 27 out of 42 in - Conservative EUR over 12 months
All calculations are in GBP unless stated

Managed by

Juan Carlos Acitores Peñafiel

Juan Carlos Acitores Peñafiel has worked as a portfolio manager at March AM since 2014. Prior to this, he was working at Threadneedle Investments as a head of institutional sales for Iberia and Latin America. Juan Carlos started his career at Arthur Andersen's Corporate Finance analysis department and moved after to the funding department at Argentaria (Spanish Abroad Bank and Local Credit Bank. After those experiences he joined Ahorro Corporación as an analyst and was promoted to head of European equities. Juan Carlos holds a bachelor in Business Administration and LAw from the University Pontifica de Comillas (ICADE E-3).

Juan Berberana

Juan Berberana is based in Madrid where he is a senior fund manager at March AM. He joined the firm in 2007 and prior to this, he was CEO at Banco Madrid AM. Juan manages a number of global mixed equity mandates, using low and moderate risk, global allocation and thematic and value approaches. He graduated from Complutense University, Madrid and outside of work he lists tennis and music among his interests.

Objective

The fund seeks regular and current income through its emphasis on a conservative equilibrium between bond and equity securities. It also aims to provide long-term capital appreciation through selected investments in equity securities. It will invest its assets internationally in debt securities, bonds, notes, similar fixed income (including bank deposits) and floating-rate securities, convertible bonds, convertible notes and warrant bonds as well as in equity securities.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -0.7%
2018 -4.5% -3.1% 0.7% 1.2% -3.2%
2017 4.2% 1.0% 2.5% 0.2% 0.5%
2016 17.2% 7.0% 4.3% 4.9% 0.2%
2015 -3.7% -4.0% -3.6% 1.9% 2.0%
2014 -4.1% 0.2% -2.2% -1.9% -0.2%
2013 8.0% 6.7% 1.2% -0.9% 0.9%
2012 1.8% 2.1% -5.0% 2.0% 3.0%
2011 -2.6% 3.7% 1.2% -6.6% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Spain
  7. United Kingdom

Fund Info

  • Launch date15/12/2010
  • Share Class size274Mn
  • Base currencyEUR
  • ISIN LU0566417423

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).