March Cartera Decidida F.I.
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Category "1" does not mean that the investment is risk-free
If you are looking to invest in a single instrument and have a medium/high risk profile, this is the fund for you.
What is it?
The main goal is to invest long term in a portfolio of global equity funds.
Exposure to equities will be around 70% under normal market conditions, although there are no limits on this percentage.
The fund has a volatility limit of no more than 25% per year.
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.
Profitability/Risk
Profitability scenarios |
Period 1 (1 year) | Period 2 (MID) | Period 3 (RHP) | ||||
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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 | ||
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RISK *
Volatility | |
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* Data as of date:
Relevant data
- Fecha de lanzamiento:
- Comisión de gestión:
- Patrimonio:
- Administrador:
- Código identificador:
- Liquidez:
- Entidad gestora:
- Depositario:
Documents
- March Cartera Decidida F.I.: Data Sheet
- March Cartera Decidida F.I.: Key Investor Information Document
- March Cartera Decidida F.I.: March Cartera Decidida Newsletter
- March Cartera Decidida F.I.: Risk-profiled funds Flyer
- Common Draft Terms of Merger between March Cartera Decidida, F.I. and March CAAP Dinámico, F.I.
- Notice of Merger by Absorption of Investment Funds: March Cartera Decidida, F.I. and March CAAP Dinámico, F.I.
- Access to documents relating to the Fund
- Sustainability-related disclosures