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March Cartera Conservadora, F.I.
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Category "1" does not mean that the investment is risk-free.
This fund may invest a percentage of 35% in fixed income issues of low credit quality, i.e. with high credit risk
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?
The risk-profiled funds range consists of four funds that adapt their investment policies to different risk profiles (defensive, conservative, moderate and decisive), seeking maximum performance with the common denominator of a sustainable and responsible approach.
In their investment decision-making process, they take into account environmental, social and governance considerations, promoting sustainability (ESG).
March Cartera Conservadora, F.I. is a fund with a well diversified global portfolio with a maximum volatility of 5% and a maximum equity exposure of 30%.
Thanks to the March Cartera Conservadora, F.I. fund, the investor achieves the same diversification as with a basket of funds, but using only one instrument with a predetermined level of risk. The result is a much simpler operation with the desired global exposure.
Reflecting Banca March's vision of markets and through active management, this fund invests in the strategies that best suit each market environment, under the guidance of the best investment teams worldwide, with the flexibility to invest in all types of underlying assets and access to investment classes with very beneficial economic conditions.
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
- ISIN ES0123541007
- CURRENCY EUR
- MANAGEMENT FEE. 0.7%
- SUCCESS FEE. 9%
- LAUNCH DATE. 08-oct-2007
- DOMICILE ESP
- CUSTODIAN Banca March
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