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Risk-profiled funds

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March Cartera Moderada F.I.

Least risk
Potentially lower return
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Most risk
Potentially higher return

Category "1" does not mean that the investment is risk-free

If you are looking to invest hassle-free in a single instrument and have a moderate risk profile, this is the fund for you.

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

Escenarios de rentabilidad

Periodo 1 (1 año) Periodo 2 (MID) Periodo 3 (RHP)
Mínimo Importe (EUR)
Rent. anual media (%)
Tensión Importe (EUR)
Rent. anual media (%)
Desfavorable Importe (EUR)
Rent. anual media (%)
Moderado Importe (EUR)
Rent. anual media (%)
Favorable Importe (EUR)
Rent. anual media (%)

Return during the selected period:

Last net asset value: a fecha

RETURN *

1 month 3 months 6 months 1 year 3 years

RISK *

Volatility

* Data at date:

Key figures

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

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