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March Cartera Decidida, 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.

A fund for investors with a medium/high risk profile looking to invest in a single instrument.

What is it?

March Cartera Decidida, F.I. seeks to invest long term in a portfolio of global equity funds.

Under normal market conditions, stock market exposure tends to be around 70%, although there are no limits on this percentage.

The fund has a volatility limit of no more than 25% per year.

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?

By investing in a single fund, with predefined risk level established in advance, investors have the same level of diversification as a basket of funds, as part of a much simpler transaction and obtaining the desired overall exposure.

The proven management quality, selection and prudence demonstrated by March Asset Management make March Cartera Decidida, F.I. the perfect option for customers who trust in our experience.

By assigning the selection of underlyings and assets, the saver allows the March A.M. manager to make decisions much more quickly, reacting quickly to volatile changes in the market.

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 ES0160747004
  • CURRENCY  EUR
  • MANAGEMENT FEE. 1.35%
  • SUCCESS FEE. 9%
  • LAUNCH DATE. 8-may-2007
  • DOMICILE ESP
  • CUSTODIAN Banca March

Legal information on Funds

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