Jump Main Menu. Go directly to the main content

March Cartera Moderada, F.I.

Start of main content

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 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.

Why invest?

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.

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 ES0123549000
  • CURRENCY EUR
  • MANAGEMENT FEE 0.9 %
  • SUCCESS FEE. 9%
  • LAUNCH DATE. 08-oct-2007
  • DOMICILE ESP
  • CUSTODIAN Banca March

Legal information on Funds

End of main content