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March Cartera Defensiva, 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.

UA fund for risk-averse investors seeking more returns.

What is it?

March Cartera Defensiva, F.I. is a fund designs for savers with a low-risk profile who are looking to invest in a diversified portfolio with strong returns, above the monetary market average.

The fund's goal is to achieve annual returns of the 3M Euribor plus 0.6% with a maximum annual volatility of 4.0%. Furthermore, the maximum volatility limit is set at 1.5%, calculated using daily returns over the past year.

This diversified portfolio, spread across both fixed income and equity investment funds seeks to achieve the perfect balance between risk and returns.

Why invest?

With the saver having assigned a selection of underlyings and assets to March A.M., the manager can speed up the decision-making process and react quickly to volatile market environments.

March Cartera Defensiva, F.I. provides investors with the same level of diversification as a basket of funds, exclusively using an instrument with a predefined level of risk. The outcome are much simpler transactions and the desired overall exposure. The perfect fund for customers who trust in the proven management quality, selection and prudence demonstrated by March Asset Management.

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

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 ES0160921039
  • CURRENCY EUR
  • MANAGEMENT FEE. 0.65%
  • SUCCESS FEE. 9%
  • LAUNCH DATE. 20-oct-2004
  • DOMICILE ESP
  • CUSTODIAN Banca March

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