- Advanced services
- Your day to day
- Euro Account
- Service models
- Investment philosophy
- Banca March Luxembourg
- Daily transactions
- Corporate advisory service
March Cartera Moderada, F.I.
Start of main contentLeast risk1234567Most risk
Category "1" does not mean that the investment is risk-free.
A fund for investors with a moderate risk profile who are looking to invest hassle-free in a single instrument.
What is it?
El fondo March Cartera Moderada, F.I. fund invests in a basket of CIS over a medium-term horizon (three years), which combines fixed income and equity assets to achieve higher targeted returns.
This investment entails moderate risk that tolerates stock market volatility. The maximum percentage allowed for investing in Global Equity funds is set at 40% of the investment. The fund's maximum volatility will be 6% per year.
With a view to finding the right asset for each investor profile, our funds have a high level of flexibility to invest in all types of underlying assets.
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.
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 and react to volatile market environments.
SANTIAGO MONTERO RUIZ
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.
Market cap Liability Value Mix Growth Low Average High All Capitalización: Todas. Estilo: Valor
- ISIN ES0123549000
- CURRENCY EUR
- MANAGEMENT FEE 0.9 %
- SUCCESS FEE. 9%
- LAUNCH DATE. 08-oct-2007
- DOMICILE ESP
- CUSTODIAN Banca March
End of main content