March Renta Fija 2025 Garantizado

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Least risk
Potentially lower return
Most risk
Potentially higher return

Category "1" does not mean that the investment is risk-free.

New March AM fixed income fund, with attractive conditions for the most conservative investor and an investment alternative to account liquidity: 1.68% APR.

What is it?

It is a guaranteed fund aimed at clients with a conservative profile who want to invest in the medium term with the objective of preserving their capital.

The fund guarantees, at maturity, 105.45% of the initial net asset value.

MARKETING PERIOD from 1 August until 28 September 2022.

Why invest?

It is an investment alternative to account liquidity with a guaranteed return, net of commissions, of 1.68% APR for those subscriptions held until maturity.

Managed by

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.

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

  • Release Date: 18/7/2022
  • Management fee: 0.55 %
  • Equity (€): 55,000,000€
  • Managers: Mario Oberti & Raúl de la Torre
  • Identifier code: ES0160993004
  • Liquidity: Daily
  • SFDR article: 6
  • Management company: MARCH ASSET MANAGEMENT S.G.I.I.C., S.A.
  • Custodian: BANCA MARCH, S.A.

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