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March Cartera Conservadora, F.I.

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

What is it?

An investment fund designed for customers with a conservative profile who are willing to assume some level of exposure to equity.

The maximum investment in equity is 25% and takes on the form of Global Equity funds. While the rest of the portfolio investment is made in fixed income funds or absolute return funds with a global perspective.

The aim of the investment strategy assumed by March Cartera Conservadora, F.I. is to seek maximum volatility of 3% and maximise the returns obtained under the investment fund.

With a view to finding the right asset for each investor profile, the funds have the flexibility to invest in all types of underlying assets.

Why invest?

As it maintains a single fund with a predefined, published risk level, investors have the same level of diversification as a basket of funds, obtaining overall exposure as part of a much simpler transaction.

March Cartera Conservadora, F.I. is the perfect fund for customers who trust in the proven management quality, selection and prudence demonstrated by March Asset Management.

By assigning the selection of underlyings and assets to March A.M., the saver allows the manager to speed up the decision-making process, which is a huge advantage as this allows them to react quickly to volatile market environments.

Managed by

SANTIAGO MONTERO RUIZ
Multi-Management Director

Santiago Montero Ruiz joined March A.M. in 2007 as head of the Multi-Management division. He is responsible for the selection of third-party funds and manages the range of fund of funds products He previously worked at Gesmadrid as a quantitative specialist before serving as head of alternative management and funds of funds. Santiago designed and launched the first alternatively managed fund of funds in Spain. He holds a degree in Mathematical Sciences from the Autonomous University of Madrid.

Key figures

Investment horizon

Years
1
2
3
4
5
6
7

Style

Market cap Liability Value Mix Growth
Low        
Average        
High        
All        

Data

  • ISIN ES0123541007
  • CURRENCY EUR
  • MANAGEMENT FEE. 0.7%
  • SUCCESS FEE. 9%
  • LAUNCH DATE. 08-oct-2007
  • DOMICILE ESP
  • CUSTODIAN Banca March

Legal information on Funds

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