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  1. March Moderada, F.I.

Banca March - Crecemos con valores, crecemos juntosMarch Moderada, F.I.

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March Cartera Moderada, F.I.

If you have a conservative profile and want to invest easily through a single instrument, then this is the fund for you.

What is it?

The main goal is to invest in a basket of IIC with a medium-term horizon (three years), combining fixed income and equity to achieve a higher return and assuming a moderate level of risk.

This profile tolerates a moderate degree of stock market volatility and invests up to a maximum of 40% in global equity funds.

The fund's maximum volatility is 6% a year.

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

Why invest?

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 Asset Management's proven quality of management, selection and prudence: We decide to decide.

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.

Risk tables

RISK

Lower riskHigher risk

1 2 3 4 5 6 7

INVESTMENT HORIZON

Years

1 2 3 4 5 6 7

STYLE

Capitalización Passive Value Blend Growth
Small        
Mid        
Large        
All        

Relevant facts

ISIN ES0123549000

CURRENCY EUR

MANAGEMENT FEE 0,90%

SUCCESS FEE 9%

MIN. SUBSCRIPTION 1 PART.

LAUNCH DATE  20-jun-2007

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 MGF 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.

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