Class: Lower risk Potentially lower performance 1 2 3 4 5 6 7 Higher risk Potentially higher performance Category "1" does not mean that the investment is risk-free What is Cartera Bellver SICAV, S.A.? One of the three institutional SICAVs managed by March Asset Management, designed for investors with a moderate risk profile, with the aim of achieving higher capital appreciation in the medium to long term. MIXED STRATEGY A balanced portfolio: 50% aims to outperform global markets with lower volatility, and the other 50% seeks to achieve a return spread higher than the Euribor. ASSET SELECTION Fixed income in assets from creditworthy issuers with an average duration of 1 year, and equities in companies with strong fundamentals and attractive dividend yields. DIVERSIFICATION Invests in domestic, European, American and emerging companies, while currency exposure is largely hedged to limit volatility. Why invest? Protection and value It seeks to protect assets and create value in a moderate-risk environment, with a medium- and long-term vision. Dynamic management Adjusting equity exposure in line with market conditions. Global strategy It does not follow any benchmark index when determining the weightings of companies, sectors or countries. Launch date: Administrator: Management fee: Liquidity: Assets: Management company: Identifier code: Depositary: Profitability/Risk Cumulative profitability Net asset value Other relevant information From: To: Download net asset values Profitability scenarios Period 1 (1 year) Period 2 (MID) Period 3 (RHP) Minimum Amount (EUR) Rent. average annual (%) Strain Amount (EUR) Rent. average annual (%) Unfavorable Amount (EUR) Rent. average annual (%) Moderate Amount (EUR) Rent. average annual (%) Favorable Amount (EUR) Rent. average annual (%) Profitability of the selected period: Latest net asset value: a fecha Profitability * 1 month 3 months 6 months 1 year 3 years Risk * Volatility * Data as of date: Documents Cartera Bellver SICAV: Data Sheet View document Cartera Bellver SICAV: Key Information Document View documentDatos Fundamentales para el Inversor Cartera Bellver SICAV: Quaterly Presentation View documentNewsletter March Cartera Conservador Access to documents relating to the SicavView documentComentario Mensual Sustainability-related disclosures View documentNewsletter March Cartera Conservador Other funds: Torrenova de Inversiones SICAV, S.A. Lluc Valores SICAV, S.A.