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ES0138528015

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Analysis and statistics

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About

ES0138528015.EUFUND represents a share class of the EDM-Inversión Renta Variable Ibérica, FI fund, a Spanish equity fund managed by EDM Gestión. This fund primarily invests in equities of companies domiciled or operating mainly in Spain and Portugal (the Iberian Peninsula). The aim is to achieve long-term capital appreciation by carefully selecting fundamentally sound businesses within the Iberian market. Performance is subject to market fluctuations and investment risk.

Factors

Fund Performance: Historical returns and relative performance against benchmark indices significantly influence investor demand, impacting the fund's price.

Market Conditions: Broad market trends (bull or bear markets), economic indicators (GDP growth, inflation), and investor sentiment directly affect the value of the underlying assets and the fund's price.

Sector Performance: EUFUND's specific sector allocation (e.g., technology, healthcare) and the performance of those sectors greatly impact its overall value.

Interest Rates: Changes in interest rates can affect the valuation of fixed-income assets held by the fund and influence investor preferences.

Currency Fluctuations: For funds investing in international assets, currency exchange rates significantly impact returns when converted back to the base currency.

Fund Flows: Significant inflows increase demand and potentially drive up the fund's price, while outflows can put downward pressure on the price as assets are sold.

Fund Management: The expertise and investment strategy of the fund manager, as well as any changes in management, can impact investor confidence and the fund's performance.

Expense Ratio: A higher expense ratio (management fees, operating costs) reduces the fund's net return, potentially making it less attractive compared to lower-cost alternatives.

Political and Regulatory Factors: Political events, regulatory changes, and government policies in the European Union or other relevant regions can impact investor sentiment and specific sectors.

Economic Outlook: The overall economic outlook for the European Union and specific countries within it influences the fund's performance.

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