March Patrimonio Defensivo, F.I.

What is it?

  • This fund is ideal for risk averse investors requiring a trully diversified portfolio and offering a superior return to the money market.
  • The fund’s investment objective is to beat 3 months Euribor rate + 0.6%, with an annualized volatility of below 4.0%. Additionally, and complementary, the volatility limit is established at 1.5% calculated with daily returns over the past year.
  • The portfolio is well diversified with different Equities and Fixed Income investment funds (external as well as internal) to achieve its risk/return objective.
  • With the aim of finding the most suitable asset for every type of investor, these funds have the flexibility to invest in all types of underlying assets.

Why to invest?

  • Assigning the underlying assets selection to March A.M. investors allows portfolio managers to react quickly to volatile markets.
  • Through one fund, and depending on a predetermined risk profile, investors may obtain the same diversification as investing through a funds basket. They achieve the desired level of global exposure with greater operational ease.
  • This fund is suitable for clients who trust March A.M.´s management quality, track record, selection capabilities and sound jusgement. “We decide to decide”.
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