Jump Main Menu. Go directly to the main content (Acces key S)

Utility section

Customer access

Become a customer

Fin de la sección de utilidades

en

You are in:

  1. Home
  2. People
  3. Advanced services
  4. Mutual funds

Banca March - Crecemos con valores, crecemos juntosMutual funds

Start of main content

March Patrimonio Defensivo, F.I.

If you're a low-profile saver looking for a higher return, this is your fund.

What is it?

Fund designed for low risk-profile savers who want to invest in a well-diversified portfolio and with an above-money market return.

The fund aims for an annual return of the 3-month EURIBOR plus 0.6%, with a maximum annual volatility of 4.0%. Additionally, and complementary, the volatility limit is established at 1.5% calculated with daily returns over the past year.

The portfolio is well diversified among fixed income and equity investment funds to achieve the target risk/return.

To find the right asset for each investor profile, the funds have the flexibility to invest in all kinds of underlying assets

Why invest?

By letting March A.M. handle asset and underlying asset selection, savers let their account managers make decisions faster and react to volatile market environments.

Through a single fund and based on a known, predetermined risk level, investors achieve the same diversification as with a basket of funds, obtaining the desired global exposure, and with far simpler formalities.

Suitable for customers who rely on March A.M.'s proven quality of management, selection and prudence: We decide to decide.

Risk tables

RISK

Lower risk Higher risk

1 2 3 4 5 6 7

INVESTMENT HORIZON

Years

1 2 3 4 5 6 7

STYLE

MARKET CAP Passive Value Blend Growth
Small        
Mid        
Large        
All        

Relevant facts

ISIN ES0160921039

CURRENCY EUR

MANAGEMENT FEE 0,80%

SUCCESS FEE 15%

MIN. SUSCRIPTION  10.000 €

LAUNCH DATE  20-oct-2004

DOMICILE  ESP

CUSTODY  B. March

LEGAL ADVICE

Legal Information FUNDS

Management responsibility

Santiago Montero Ruiz
Director of Multigestión

He joined March A.M. in 2007 as Head of the Multiasset unit. He is responsible for the 3rd party fund selection in March A.M. and manages the Fund of Fund products. Prior to his actual role, he worked at Gesmadrid as a quantitative specialist first and later as manager of alternative investments and funds of funds, where he developed and launched the first fund of funds in Spain.

Santi is a graduate in Mathematics from the Universidad Autónoma de Madrid.

End of main content