What is it?

It is a mixed pension fund combining fixed income and equity investments. The neutral investment in global equities will be 50%, and can go up to 75% if the managers deem it appropriate.

Both equities and bonds are actively managed. In equities we implement our investment ideas globally, selecting companies we believe in and have researched: stable, low leveraged businesses with high dividend yields, good margin management and a high-level management team.

The strategy we implement on the fixed income side, focuses on finding the best investment opportunities within the fixed income universe: sovereign debt, corporate, money market instruments. It is positioned in those assets with the best potential for revaluation and trying to reduce the interest rate risk assumed, maintaining a duration range of 1 - 5.5 years.

Why invest?

Saving for our retirement while assuming some risk as we take advantage of the opportunities that equities give us to obtain, in the long term, an interesting return. It is focused on people with a moderate profile and who want to supplement the public pension.

In this proposal we combine two of the strategies that March AM manages individually, global equities and fixed income in EUR, with excellent results, ranking fifth in its category in 2017, according to the newspaper “Expansión”.

Profitability/Risk

Relevant data

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