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March Rentabilidad Objetivo 2023

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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.

Boasting similar characteristics to a monetary fund, in addition to tools to maximise returns.

What is it?

This portfolio is made up entirely of fixed-income assets at maturity, diversified across a high number of corporate and government debt issues in euros, maturing in 2023. The fund will invest a maximum of 30% of the total exposure in low-quality or unrated assets.

Why invest?

March Rentabilidad Objetivo 2023 is an investment aimed at customers with a conservative profile looking to invest in the medium term with a view to preserving their capital.

It is an alternative to the remuneration of cash in accounts; the investment has unguaranteed returns net of fees of around 0.60% (APR) over a period of four years.

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 ES0160750008
  • CURRENCY EUR
  • MANAGEMENT FEE. 0%
  • LAUNCH DATE. 29-jun.-2019
  • DOMICILE ESP
  • CUSTODIAN Banca March

Legal information on Funds

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