Class: March Selección Activa Moderada, F.I. A March Selección Activa Moderada, F.I. I 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 the March Selección Activa Moderate Fund? It is a fund designed for savers with a medium-term horizon (three years), combining fixed income and equity assets to achieve a superior performance target, while assuming a moderate level of risk. MODERATE RISK PROFILE The maximum exposure to equities will be 55%, usually standing at 40%. RISK MONITORING The fund has a limitation in terms of volatility, not being able to exceed 10% per year. FLEXIBILITY AND RESPONSABILITY The funds have the flexibility to invest in all types of underlying assets. Plus, socially responsible investment (ESG) criteria are applied. Why invest in this fund? Simplicity with diversification A single fund with the same global exposure as a diversified portfolio. Agility in the market Flexibility and access to investment courses on very favourable terms. Delegated and professional management Active team management allows you to maximise profitability, always with a sustainable and responsible approach. 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 March Cartera Moderada F.I.: Data Sheet View documentData Sheet March Cartera Moderada F.I.: Key Investor Information Document View documentKey Investor Information Document March Cartera Moderada F.I.: March Cartera Moderada Newsletter View documentMarch Cartera Moderada Newsletter March Cartera Moderada F.I.: Risk-profiled funds Flyer View documentRisk-profiled funds Flyer Common Draft Terms of Merger between March Cartera Moderada, F.I. and March CAAP Equilibrado, F.I. View documentCommon Draft Terms of Merger between March Cartera Moderada Access to documents relating to the Fund View documentAccess to documents relating to the Fund Sustainability-related disclosures View documentSustainability-related disclosures Other funds: March Selección Activa Conservative, F.I. March Selección Activa Defensive, F.I. March Selección Activa Equities, F.I.