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March Patrimonio Corto Plazo, 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.

A fund with a short-term fixed-income strategy, high returns and low risk.

What is it?

Short-term fixed-income strategy with a maximum duration of 1 year. There is no limit in terms of the maturity of issues, provided that they do not exceed the duration of the portfolio.

This funds seeks to take advantage of the opportunities arising in the shorter section of the interest rate curve by investing in public and/or private fixed income assets (including listed and unlisted liquid money market instruments and deposits).

All issuances will be denominated in euros and bond issuers must reside in an Organisation for Economic Cooperation and Development (OECD) country.

Why invest?

March Patrimonio Corto Plazo F.I. allows investors to maintain an exposure to higher portfolio returns than monetary funds, thanks to its duration of up to 1 year, without assuming excessive interest rate risk. This type of investment provides Banca March's managers with the opportunity to invest in the short and medium section of the interest rate curve to optimise returns.

The monetary policy decisions of the European Central Bank are monetised to see what impact they could have on interest rates. Our expert specialists seek the best market position to maximise the returns generated by the portfolio, keeping risk under control at all times.

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 ES0160990000
  • CURRENCY EUR
  • MANAGEMENT FEE. 0.4%
  • LAUNCH DATE. 25-nov.-2011
  • DOMICILE ESP
  • CUSTODIAN Banca March

Legal information on Funds

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