March Portfolio Max 65 A FI

The fund aims to achieve a return that is in line with the performance of a specific index, with a mix of 10% Eonia capitalization for liquidity, 45% Barclays EuroAgg 3-5 Total Return for fixed income, and 25% STOXX Europe 600 Net Return, 10% S&P 500 Net Total Return, 4% Topix 100 Total Return, and 6% MSCI Emerging Markets Net Total Return for equities, for comparative and informational purposes only.

The fund may invest up to 75% of its assets in equities and shares of other financial collective investment schemes that are suitable assets, with a typical equity exposure of 45% and the rest invested in fixed income, public or private, deposits, money market instruments not traded on organized markets, and liquidity. The fund will primarily target OECD countries with no limitation on market capitalization.

The fund may have exposure to non-euro currency risk up to 40%, and exposure to emerging markets up to 20%. Additionally, the fund may invest more than 35% of its assets in securities issued or guaranteed by a EU State, an Autonomous Community, a Local Entity, International Organizations of which Spain is a member, and States with solvency not lower than that of Spain. The fund may also use derivatives for hedging and investment purposes, and invest up to 10% in assets that may introduce higher risk than other investments.

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