Risk-profiled funds

What is it?

The primary aim is to invest in a basket of CIS over a medium-term horizon (three years), which combines fixed income and equity assets to achieve higher targeted returns, assuming moderate risk.

This profile is moderately tolerant of equity market volatility and the maximum percentage that can be invested in global equity funds is up to 40% of the investments.

The maximum volatility of the fund will be 6% per annum.

The funds have the flexibility to invest in all types of underlying assets in order to find the right asset for each investor profile.

Why invest?

Through a single fund and depending on a predefined, published risk level, investors have the same level of diversification as a basket of funds, obtaining the desired overall exposure and a much simpler transaction.

Suitable for customers who trust in the proven management quality, selection and prudence demonstrated by March Asset Management: leave us to decide.

By assigning the selection of underlyings and assets to March A.M., the saver allows the manager to speed up the decision-making process and react to volatile market environments.

Return/Risk

Key figures

• Launch date:
• Management fee:
• Assets (€):
• Manager:
• Identifier code:
• Liquidity:
• Article SFDR: 8
• Manager:
• Depositary:

Documents