Actively invests mainly in listed international bonds and equities. The fund’s investment goal is to secure long-term appreciation. We apply EDM’s investment philosophy when picking the different assets.
Funds
Mixed income
EDM Cartera FI
- Category Global mixed income
- SFDR Article 8
- Domicile Spain
Heritage
162.697.876,37€
YTD Return
-6,60%
Net asset value
2,109650€
Year
2024
7,47%
2023
17,51%
2022
-16,28%
2021
12,98%
2020
3,87%
1 year
-2,19%
3 years cumulative return
7,07%
5 years cumulative return
7,22%
Product Sheet
- ISINES0128331008
- DepositoryBanco Inversis S.A.
- ManagerEDM Gestión S.A. 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
Mariona Selva
Reports and documents
Fund datasheet Class R
Fund datasheet Class L
DFI Class R
DFI Class L
Return scenarios Class R
Return scenarios Class L
Prospectus Class R
Prospectus Class L
Full prospectus
Información pre-contractual relativa a la sostenibilidad
Sustainability Annex
Statement regarding the main adverse impacts of investment decisions on sustainability factors
EDM Cartera 2025
EDM Cartera 2020-2025