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Banca March - Crecemos con valores, crecemos juntosNews

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At Banca March, we want to keep you always informed, and this section gives you the opportunity to find out whatever you want to know about.

01/29/2020

Banca March launches a new fund of funds through Inversis in keeping with the Next Generation philosophy to invest in the growth trends of the future

  • Banca March is affording access to Next Generation to customers and non-customers alike through a new fund of funds investing in vehicles that stand to benefit from the following megatrends: Industry 4.0, Sustainability and the Environment, and Demographics and Lifestyle 
  • The minimum investment in the new fund is just one share and the product is being launched through Inversis to secure the maximum possible distribution via its platform
  • Next Generation, Banca March's discretionary portfolio management strategy, has generated substantial demand since its launch just a year ago and has already attracted over 100 million euros in investment from over 800 investors, thanks to the return of over 30% posted since its inception
  • The product has allowed Banca March to strengthen its commitment to solutions investing in megatrends, with a view to reaching a new generation of investors who are particularly engaged with these issues.

Banca March has today announced the launch of March Next Generation F.I., a new fund of funds that will allow investors to secure exposure to three megatrends that the bank has identified as offering strong return potential over the coming years: Industry 4.0, Sustainability and the Environment, and Demographics and Lifestyle. It will invest in the same portfolio of funds as Next Generation, a Banca March product that seeks to allow its customers to harness investment opportunities which not only generate returns, but also help to shape the future.

Since its launch just one year ago, the Next Generation strategy has attracted over 100 million euros from over 800 customers and the fund's managers have managed to secure compelling returns of 30% since inception. Through March Next Generation FI, the bank offers customers and non-customers access to a strategy that has demonstrated its capacity to generate returns with a minimum investment of just one share. Investors who are interested in the product can subscribe via the Inversis fund platform, where it will become available over the coming weeks.

Carlos Andrés, Management and Investment Advisory Director at Banca March, said: “March Next Generation FI is the perfect product for investors who want to secure exposure to a series of megatrends that will shape the future of our economy and our lifestyles. We therefore believe it is a good product for long-term investment via regular contributions.”

Its format as an investment fund means that shareholders also enjoy the tax benefits afforded by these products, as the gains generated are not taxable until redemption. There is also no tax payable when switching from other funds to March Next Generation FI.

Next Generation: long-term sustainable returns

The Next Generation portfolio of funds features a series of third-party themed funds which Banca March's analysts study thoroughly and monitor constantly. The product's investment philosophy allows for investment in equity funds, but in accordance with the bank's tradition of risk control, the portfolio will be well diversified thanks to a balanced distribution across regions, sectors, styles and market caps.

In terms of sectors, the technology sector has a significant weighting within the portfolio. The Industry 4.0 theme includes investment opportunities in the areas of automation, robotics, digitalisation, fintechs and artificial intelligence. In Sustainability and the Environment, funds are selected in the fields of energy, climate change, agriculture, water and sustainability. Finally, in Demographics and Lifestyle, investment options are included in the fields of food, consumer trends, health and ageing.

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