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  1. March Cartera Conservadora, F.I.

Banca March - Crecemos con valores, crecemos juntosMarch Cartera Conservadora, F.I.

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March Cartera Conservadora, F.I.

If you have a conservative profile and want to invest easily through a single instrument, then this is the fund for you.

What is it?

Devised for conservative saver profile customers who accept a certain degree of exposure to equities

The fund invests a maximum of 25% in equities, through global equity funds, and the rest of the portfolio is invested in global fixed income or absolute return funds.

The aim is not to exceed 3% volatility and maximize the fund's returns.

To find the right asset for each investor profile, the funds have the flexibility to invest in all kinds of underlying assets.

Why invest?

Through a single fund and based on a known, predetermined risk level, investors achieve the same diversification as with a basket of funds, obtaining the desired global exposure, and with far simpler formalities.

Suitable for customers who rely on March A.M.'s proven quality of management, selection and prudence: We decide to decide.

By letting March A.M. handle asset and underlying asset selection, savers let their account managers make decisions faster and react to volatile market environments.

Risk tables

RISK

Lower riskHigher risk

1 2 3 4 5 6 7

INVESTMENT HORIZON

Years

1 2 3 4 5 6 7

STYLE

MARKET CAP Passive Value Blend Growth
Small        
Mid        
Large        
All        

Relevant facts

ISIN ES0123541007

CURRENCY EUR

MANAGEMENT FEE 0,70%

SUCCESS FEE 9%

MIN. SUBSCRIPTION 1 PART.

LAUNCH DATE  20-jun-2007

DOMICILE  ESP

CUSTODY  B. March

LEGAL ADVICE

Legal Information FUNDS

Management responsibility

Santiago Montero Ruiz
Director of Multigestión

He joined March A.M. in 2007 as Head of the Multiasset unit. He is responsible for the 3rd party fund selection in March A.M. and manages the Fund of Fund products. Prior to his actual role, he worked at Gesmadrid as a quantitative specialist first and later as manager of alternative investments and funds of funds, where he developed and launched the first fund of funds in Spain.

Santi is a graduate in Mathematics from the Universidad Autónoma de Madrid.

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