The fund invests in a range of quality companies listed in Spain or with Spanish assets listed on other markets. The balanced, flexible portfolio is actively managed according to strict selection criteria that involves identifying businesses with sustained, long-term growth prospects and maintaining a highly disciplined approach to valuations. As a result of rigorous analysis and in-depth knowledge of the companies, we are exceedingly confident in this fund, which is concentrated in a limited number of securities. It is classified under Article 8 of the Sustainable Finance Disclosure Regulation (SFDR).
Funds
Equity
Equity
Mixed income
Mixed income
Pension funds
Pension funds
Equity
EDM International - Inversion/Spanish Equity
- Category Spanish Equity
- SFDR Article 8
- Domicile Luxembourg
Heritage
189.681.303,64€
YTD Return
2,63%
Net asset value
190,780000€
Year
2025
31,37%
2024
3,72%
2023
17,28%
2022
-13,19%
2021
14,52%
1 year
30,62%
3 years cumulative return
49,48%
5 years cumulative return
0,00%
Product Sheet
- ISINLU1034951563
- DepositoryCACEIS Bank, Luxembourg Branch.
- ManagerWaystone Management Company (Lux) S.A.
- AuditorPricewaterhouseCoopers Assurance, Société Coopérative
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
Ricardo Vidal