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.

With characteristics similar to those of a monetary fund but with tools to maximize its return.

What is it?

The portfolio is made up entirely of Fixed Income assets, to be held until maturity, diversified into a large number of corporate and government debt issues denominated in euros and with a final term in May 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 clients with a conservative profile who want to invest in the medium term with the aim of preserving their capital.

It is an alternative to the remuneration of account-related liquidity through an investment with a non-guaranteed return, net of commissions, of around 0.60% (APR) over a period of four years.

Inclusion of ESG criteria in the analysis and assessment of companies.

Managed by

MARIO OBERTI
Head of Fixed Income

Mario joined March A.M. in November 2021 as Head of the Fixed Income management team. He has extensive experience in the field of fixed income financial markets, after being appointed Director of Fixed Income and Guaranteed Investments at Sabadell A.M. (Amundi group) and previously starting his professional career in Milan as a fixed income manager at the Allianz group in 2001.

Mario has a degree in Political Economy and a Master in Economics from the Bocconi University of Milan, as well as both CFA and MBA from the European University of Madrid.

RAÚL DE LA TORRE
Fixed Income Manager

Raúl joined March A.M.’s Fixed Income management team. in August 2021, after working at Banca March since 2015 in the Global and Market Risk Control team, mainly dealing with prediction models and valuation of financial products. Later, he moved to the Capital Markets department of the bank to manage and advise clients on alternative financing strategies via debt markets and to product structuring.

Raúl is an Aeronautical Engineer from the Universidad Politécnica de Madrid and has a Master's Degree in Quantitative Finance from the Escuela de Finanzas AFI. He has complemented his training with another Master's Degree in Systems and Quantitative Models of Algorithmic Trading from the Universidad Politécnica de Madrid.

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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