Banca March launches the March Renta Fija 2025 II fund with an estimated net annual return of 2.90%
20 December 2023 Category: Products
- The fund, aimed at moderate profiles, 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 until 19 February 2024 and is set to mature in early April 2025.
- The minimum investment of March Renta Fija 2025 II, F.I. is 1,000 euros and it offers daily liquidity.
Banca March has launched March Renta Fija 2025, F.I. through its asset management business March Asset Management (AM). The investment fund is aimed at 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.
March Renta Fija 2025 II, F.I. has an estimated unsecured net asset yield of 2.90% and invests 100% of its portfolio in public and/or private fixed income assets, primarily in OECD markets with up to 15% exposure to emerging markets.
The fund will be marketed through 19 February 2024. The maturity of its portfolio is set for early April 2025. The minimum investment is 1,000 euros. The fund has daily liquidity and two liquidity windows without redemption fee.
Javier Escribano, Managing Director at March AM, says: “Our managers strive to secure the best returns for our customers with the lowest 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.”
Where to sign up for Banca March's new fixed income fund
March Renta Fija 2025 II, F.I. can be arranged at Banca March branches, through the remote channels that the bank provides its customers (online banking, app, telephone banking) and through Avantio, the most comprehensive digital investment platform on the market, offering optimal omnichannel services whilst delivering the tailored, expert advice which is the hallmark of Banca March.