Risk-profiled funds

What is it?

It is a fund designed for savers with a low-risk profile who are looking to invest in a diversified portfolio with strong returns, above the money market average.

The management benchmark is the Morgan Stanley Capital International All Country World Net Total Return EUR Index (Bloomberg NDEEWNR) for equities and the 1-year Euribor for bonds, aiming for a maximum annual volatility of less than 3%. The use of this index is for information purposes only.

The portfolio is spread across both fixed income and equity investment funds (maximum of 15%) to achieve the perfect balance between risk and returns.

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?

By assigning the selection of underlyings and assets to March A.M., the saver allows the manager to speed up the decision-making process and react to volatile market environments.

Through a single fund and depending on a predefined, published risk level, investors have the same level of diversification as a basket of funds, obtaining the desired overall exposure and a much simpler transaction.

Suitable for customers who trust in the proven management quality, selection and prudence demonstrated by March Asset Management: leave us to decide.

Return/Risk

Key figures

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