News

Start of main content

Banca March launches March Renta Fija 2025 for moderate investor profiles

28 February 2023 Category: Products

  • March Renta Fija 2025, F.I invests 100% of the portfolio in government/corporate fixed income assets, largely in OECD countries, with exposure to emerging markets of up to 15%.
  • Investors can take positions in the fund until 24 March 2023 and the maturity date will be in late July 2025. The minimum investment is €1,000 and the fund offers daily liquidity as well as four liquidity window with no redemption fees.
  • March Renta Fija 2025, F.I. is available through Avantio, the most comprehensive investment platform on the market, which has digitalised Banca March's recognised private banking model to meet the needs of the future generations of customers.

Banca March has launched March Renta Fija 2025, FI through its asset management business March Asset Management (AM). The fund is targeted investors with a moderate risk profile who want to invest over a medium term horizon with the goal of preserving capital and generating returns which are consistent with the assets in which the fund invests.

Following the recent cycle of official rate hikes, the returns offered by fixed income mean the asset class is now a real alternative to other assets, allowing investors to secure compelling yields for the risk undertaken. March Renta Fija 2025, F.I invests 100% of the portfolio in government/corporate fixed income assets, largely in OECD countries, with exposure to emerging markets of up to 15%..

Investors can take positions in the fund until 24 March 2023 and the maturity date will be at the end of July 2025. The minimum investment is €1,000 and the fund offers daily liquidity as well as four liquidity window with no redemption fees.

Javier Escribano, Managing Director at March AM, said: “Our manager strive to secure the best returns for our customers with the lowers possible risk. That is why Banca March offers these fixed income products, which afford our customers a compelling portfolio with moderate risk and no loss of liquidity”.

Available on Avantio: Banca March's investment platform

March Renta Fija 2025, F.I. is available on Avantio the most comprehensive investment platform on the market, which has digitalised Banca March's private banking model to meet the needs of the future generations of customers. This new service positions the bank at the forefront of online banking, offering the strongest omnichannel provision whilst continuing to deliver the tailored, expert advice which is the hallmark of Banca March.

Avantio's core features include a new, advanced search function for specific securities, funds and pension plans, timely access to Banca March's market strategy recommendations, real-time reporting on trading prices and an online reporting service offering customers clear, detailed, easily accessible information on their positions 24 hours a day, seven days a week.

The investment platform boasts the most advanced digital tools in the sector and offers over 30,000 investment instruments by the world's leading asset management firms, allowing customers to make their own investment decisions using an online broker service whenever it suits them best, whilst still enjoying access to the expert advice of Banca March. New customers opening an Avantio digital account are eligible for a 1% bonus on the total transfer amount of their investment fund portfolios up to a maximum bonus of €2,000.

End of main content

.