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FonMarch, F.I.

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Least risk
Potentially lower return
1
2
3
4
5
6
7
Most risk
Potentially higher return

Category "1" does not mean that the investment is risk-free.

Obtain interesting returns with moderate risk investing in short and medium-term fixed income.

What is it?

This short-term fixed-income investment fund seeks to capitalise on the financing opportunities offered by the market: sovereign debt, corporate, money market instruments with limited currency risk (only 5% may be in another, non-euro currency).

With a duration of between 2 and 4 years, this fund maintains a risk at very low interest rates.

The fund invests in both public and private debt, preserving a high credit quality. The minimum rating that managers will invest in will be paired to the Kingdom of Spain, although up to 25% of the fund may invest in issues of a lower quality.

Why invest?

The Fondo FonMarch, F.I. is aimed at customers looking to invest in the short and medium term with a view to preserving their capital while assuming moderate risk.

This type of investment is suited to customers looking to obtain greater returns than offered by a monetary market fund. Fondo FonMarch, F.I. requires that investors assume more risk as they invest in bonds with a longer maturity period. The average duration of the portfolio is 3 to 5 years.

This fund is an attractive option for investing in the debt of other countries with a balanced, well-managed portfolio thanks to the work performed by the management team at March Asset Management.

Managed by

FRANCISCO HERRERO
Fixed Income Manager

He started his career at FECSA. In 1989, he joined the pensions and fund management divisions of Citibank as head of the monetary market and fixed income units, including derivatives. He headed up different projects related to trading and reporting for the divisions in Spain and Greece. He joined March A.M. in 2000 as head of the fixed income unit, managing and supervising debt investments, including the monetary market and short-term fixed income and derivatives via different investment instruments. Francisco studied Road, Canal and Port Engineering at the Polytechnic University of Catalonia.

MARTA GONZÁLEZ LABIÁN
Manager at March Asset Management

Marta joined March Asset Management in 2008 as part of the multi-management team, before joining the fixed-income management team. She currently manages one of the fixed-income product ranges. Marta started her professional career at Deloitte as an audit assistant in the Financial Services Department, in the banking division, as part of the team dedicated to BBVA. Marta holds a degree in Law and Business Management from Comillas Pontifical University, ICADE, and a master's degree in Institutional Relations from the University of Georgetown & ICADE.

Key figures

Investment horizon

Years
1
2
3
4
5
6
7

Data

  • ISIN ES0138841038
  • CURRENCY EUR
  • MANAGEMENT FEE. 1%
  • LAUNCH DATE. 24-abr-1986
  • DOMICILE ESP
  • CUSTODIAN Banca March

Legal information on Funds

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