March Cartera Conservadora F.I.
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Category "1" does not mean that the investment is risk-free
If you have a conservative risk profile and wish to invest comfortably in a single instrument, this fund is suitable for you.
What is it?
This is a fund designed for savers with a conservative profile who accept a certain degree of exposure to equities.
The maximum exposure to equities will be 30%, usually around 20%.
The fund has a volatility limit, which cannot exceed 5% annually.
The funds have the flexibility to invest in all types of underlying assets in order to find the right asset for each investor profile.
Why invest?
Profiled funds invest in strategies tailored to each market environment, managed by globally renowned professionals. These funds offer flexibility to invest in any type of underlying asset and provide access to investment classes with very favorable economic conditions.
With a single fund and a predetermined, known risk level, investors achieve the same diversification as with a basket of funds, obtaining the desired global exposure in a much simpler manner.
The active management by the team allows for maximizing returns at every market moment, always with a sustainable and responsible approach.
Return/Risk
Escenarios de rentabilidad |
Periodo 1 (1 año) | Periodo 2 (MID) | Periodo 3 (RHP) | ||||
|---|---|---|---|---|---|---|---|
| Mínimo | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Tensión | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Desfavorable | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Moderado | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
| Favorable | Importe (EUR) | ||||||
| Rent. anual media (%) | |||||||
Return during the selected period:
Last net asset value: a fecha
RETURN *
| 1 month | 3 months | 6 months | 1 year | 3 years | ||
|---|---|---|---|---|---|---|
RISK *
| Volatility | |
|---|---|
* Data at date:
Key figures
- Launch date:
- Management fee:
- Assets (€):
- Manager:
- Identifier code:
- Liquidity:
- Article SFDR: 8
- Manager:
- Depositary:
