The fund invests primarily in quality companies listed in Western Europe and the US, in an effort to secure long-term capital gains while minimising investor risk. The positions in different companies are actively managed according to their growth prospects and valuation expectations.
- Category Global Equity
- SFDR Article 8
- Domicile Spain
Heritage
63.231.911,80€
YTD Return
-3,83%
Net asset value
20,720343€
Year
2025
-0,85%
2024
13,28%
2023
24,40%
2022
-14,98%
2021
5,07%
1 year
0,51%
3 years cumulative return
13,57%
5 years cumulative return
15,56%
Product Sheet
- ISINES0127796037
- DepositoryBanco Inversis S.A.
- ManagerEDM Gestión SAU, SGIIC
- AuditorPricewaterhousecoopers Auditores SL.
Past yields do not guarantee future yields.
Since its creation, the EDM Group has managed funds and SICAVS with different investment profiles and registered offices. Their performances achieved very long periods, unusual among independent managers.
Managers