Jump Main Menu. Go directly to the main content (Acces key S)

Banca March - Crecemos con valores, crecemos juntos

Utility section

Customer access

Become a customer

Fin de la sección de utilidades

en

You are in:

  1. Funds - FonMarch FI

Banca March - Crecemos con valores, crecemos juntosFunds - FonMarch FI

Start of main content

FonMarch, F.I.

Earn an interesting return with moderate risk by investing in fixed income on a short- to medium-term basis.

What is it?

A short-term fixed income fund designed to benefit from market opportunities.

The fund's duration is 2-4 years, so the interest rate risk is very limited.

The fund invests invests in public and private debt, maintaining high credit quality. The managers invest in assets with at least the same rating as the sovereign credit rating of Spain, although they can have up to 25% of the fund in lower-rated assets.

The fund hardly has any currency risk, because only 5% can be invested in another, non-EURO currency.

Why invest?

Designed for customers looking to invest short- to medium-term and willing to assume moderate levels of risk, the main goal being to preserve capital.

The right fund for customers who want higher returns than with a money market fund, assuming a higher risk by investing in bonds for a longer period (portfolio average term to maturity of 3-5 years)

A good option to invest in other countries' debt with a balanced portfolio, well managed by the March A.M.'s management team.

Risk tables

RISK

lower riskHigher risk

1 2 3 4 5 6 7

HORIZONTE DE INVERSIÓN

Years

1 2 3 4 5 6 7

Relevant facts

ISIN ES0138841038

CURRENCY EUR

MANAGEMENT FEE 1,25%

MIN. SUBSCRIPTION 1 PART.

LAUNCH DATE 14-mar-1986

DOMICILE  ESP

CUSTODY  B. March

LEGAL ADVICE

Legal Information FUNDS

Management responsibility

Francisco Herrero
Global Variable Income Manager

He began his career at FECSA. In 1989, he joined Citibank in the pensions and fund management divisions as manager of the money market and fixed income units, including derivatives. He spearheaded various projects related to trading and reporting of the divisions in Spain and Greece. He joined March A.M. in 2000 as Manager of the Fixed Income unit, where he managed and monitored debt investments in both the money markets and the short-term fixed income and derivatives, through different investment instruments. Francisco is a Civil Engineer from the Polytechnic University of Catalonia.

Marta Gonzalez Labián
March Gestión Manager

She joined March A.M. in 2008 as part of the Multiasset team and then moved to the Fixed Income Unit. She is one of the portfolio managers of the Fixed Income fund range of March A.M.. She began her professional career at Deloite as an audit assistant in the Financial Services department, being part of BBVA’s permanent staff. Marta is a graduate in Law and Business Administration from the Universidad Pontificia Comillas, Icade, and holds a Masters Degree in International Affairs from the Georgetown University & Icade.

End of main content