- This fund is aimed at investors with a moderately risk averse profile, who are willing to assume some level of Equities exposure.
- The maximum exposure to Equities would be about 25%, implemented through Global Equities investment funds (internal and external), with the rest of the portfolio invested in Global Fixed Income or Absolute Return funds.
- The fund objective is not to exceed a volatility of 3%, while maximizing the fund´s performance.
- Aims to find the most suitable asset for every type of investor. The funds have the flexibility to invest in all types of underlying assets.
March Cartera Conservadora, F.I.
What is it?
Why to invest?
- Through one fund, and depending on a predetermined risk profile, investorsobtain the same diversification as investing in a funds basket. They achieve the desired level of global exposure with greater operational ease.
- This fund suits clients who trust March A.M.´s proven management quality and track record, as well as selection capabilities and sound jusgement: we decide to decide.
- Assigning the underlying assets selection to March A.M. investors allow ortfolio managers a more agile decision making, being able to react quickly to volatile markets.