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.
Funds
Equity
EDM International Equities FI
- Category Global Equity
- SFDR Article 8
- Domicile Spain
Heritage
86.610.072,26€
YTD Return
13,10%
Net asset value
21,695292€
Year
2023
24,40%
2022
-14,98%
2021
5,07%
2020
1,95%
2019
6,68%
1 month
-1,60%
3 months
1,58%
1 year
18,26%
Product Sheet
- ISINES0127796037
- 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.
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
Pre-contractual information related to sustainability
Sustainability Annex
Statement regarding the main adverse impacts of investment decisions on sustainability factors
EDM International Equities FI 2024
EDM International Equities FI 2019-2024