- 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.
March Patrimonio Defensivo, F.I.
What is it?
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”.