Banca March launches March Renta Fija 2026 for moderate investor profiles
12 July 2023 Category: Products
- March Renta Fija 2026 F.I. invests 100% of the portfolio in government/corporate fixed income assets, largely in OECD countries and with exposure to emerging markets of up to 15%.
- The investment fund offers, according to its prospectus, an estimated non-guaranteed net yield of 3% for subscriptions made by 5 September 2023 and held to maturity. The fund will be marketed until that date, and the maturity is set for early June 2026. The minimum investment is €1,000. The fund has daily liquidity and five liquidity windows with no redemption fee.
- March Renta Fija 2026 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 2026 F.I. 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. The investment fund offers an estimated net non-guaranteed yield of 3% – IRR of 3.67% – for subscriptions held to maturity (the above-mentioned yield and IRR levels may vary during the marketing period).
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 2026 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%.
The fund will be marketed through 5 September 2023. The maturity of its portfolio is set for early June 2026. The minimum investment is €1,000. The fund has daily liquidity and five liquidity windows without redemption fee.
Javier Escribano, Managing Director of March AM, says, “Our managers strive to secure the best returns for our customers with the lowest possible risk. That is why Banca March Group offers fixed income products, affording our customers a compelling portfolio with moderate risk and no loss of liquidity.”.
Available on Avantio: Banca March's investment platform
March Renta Fija 2026 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 boasts the most advanced tools in the sector and features over 30,000 investment products by the world's largest asset managers. Its 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 high usage rate of digital channels, which stood at 80% in the first half of the year, reflects the ambitious digital transformation process the bank is undertaking to become a leader in advisory technology. In figures, Avantio Broker's revenue growth in March 2023 was 20% higher than in the same period of the previous year.
The platform allows users to implement their own investment decisions at any time through this online broker service, as well as enjoying constant access to Banca March's expert advice. New customers opening an Avantio digital account are eligible for a 1% bonus on the total transfer amount of their fund portfolios up to a maximum bonus of €2,000.