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If you are a medium/high risk profile investor and want to manage your investment through a single instrument, this is the fund for you.
The main objective is to make long-term investments in a global equity fund portfolio.
Stock market exposure is around 70% in normal market conditions, although that percentage is not subject to any limitations.
The fund has a volatility limit that cannot exceed 25% a year.
To find the right asset for each investor profile, the funds have the flexibility to invest in all kinds of underlying assets.
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.
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
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 |
ISIN ES0160747004
CURRENCY EUR
MANAGEMENT FEE 1,60%
SUCCESS FEE 9%
MIN. SUBSCRIPTION 50.000 €
LAUNCH DATE 8-may-2007
CUSTODY B. March
LEGAL ADVICE
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.
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