Risk-profiled funds

What is it?

It is designed for saving-minded customers with a conservative profile who are willing to assume some level of exposure to equity.

The maximum investment in equity is 25% and takes the form of global equity funds. The remainder of the portfolio is invested in global fixed income or absolute return funds.

The objective is not to exceed 3% volatility and to maximise the fund’s performance.

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?

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.

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.

Return/Risk

Key figures

• Launch date:
• Management fee:
• Assets (€):
• Manager:
• Identifier code:
• Liquidity:
• Article SFDR: 8
• Manager:
• Depositary:

Managed by

Documents