March AM

March Patrimonio Corto Plazo F.I.

Least risk

Potentially lower return

Most risk

Potentially higher return

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

Obtain a return in line with 1-year rates in euro while preserving capital.

What is it?
Why invest?
Return/Risk
Key figures
Managed by
Documents

What is it?

The Fund will invest 100% of its total exposure (either directly or indirectly through UCIs) in public and/or private fixed income assets with no predetermination as to exposure in each of them (including deposits and money market instruments) and/or private fixed income assets with no predetermination as to the exposure to each of them (including deposits and money market instruments, listed or unlisted, which are liquid). It shall have no exposure to currency risk.

In addition to financial criteria, extra-financial criteria of sustainable and responsible investment (ESG) are applied.

Fixed income issuers, as well as the markets on which they are listed, will be mainly from the Eurozone and in any case OECD.

Why invest?

Exposure to higher portfolio returns than money market funds thanks to the duration range of up to 1 year, but without taking on excessive interest rate risk. Managers can take advantage of investment opportunities in the short and mid-range of the yield curve to optimise returns.

The monetary policy decisions of ECB are monitored to see how they affect interest rates. Depending on the positioning taken at any given time, we look for the best way to maximise the portfolio's return while controlling risk.

Escenarios de rentabilidad		Periodo 1 (1 año)	Periodo 2 (MID)	Periodo 3 (RHP)

Mínimo	Importe (EUR)
Mínimo	Rent. anual media (%)
Tensión	Importe (EUR)
Tensión	Rent. anual media (%)
Desfavorable	Importe (EUR)
Desfavorable	Rent. anual media (%)
Moderado	Importe (EUR)
Moderado	Rent. anual media (%)
Favorable	Importe (EUR)
Favorable	Rent. anual media (%)

Return during the selected period:

Last net asset value: a fecha

RETURN *

		1 month	3 months	6 months	1 year	3 years

RISK *

	Volatility

* Data at date:

Key figures

Launch date:
Management fee:
Assets (€):
Manager:
Identifier code:
Liquidity:
Article SFDR:
Manager:
Depositary:

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 fixed income financial markets. He was Head of Fixed Income and Guaranteed Investments at Sabadell A.M. (Amundi Group) and started his career in 2001 as fixed income manager at Allianz Group, based in Milan.

Mario holds a degree in Political Economy and a Master in Economics from Bocconi University in Milan, a CFA and an MBA from the Universidad Europea de Madrid.

Raúl de la Torre

Fixed Income Manager

Raúl joined March A.M. in August 2021 in the Fixed Income Management team, having worked at Banca March since 2015 in the Global and Market Risk Control team, where he was mainly involved in forecasting and valuation models for financial products. He then moved to the bank's Capital Markets department to manage and advise clients on alternative funding strategies through credit markets and product structuring.

Raúl holds a degree in Aeronautical Engineering from the Universidad Politécnica de Madrid and a Master's degree in Quantitative Finance from the AFI School of Finance. He pursued additional training with a Master's degree in Systems and Quantitative Models of Algorithmic Trading from the Universidad Politécnica de Madrid.

Blas Ramírez

Fixed Income Analyst

Blas joins March A.M.'s management team in December 2022, having been with March A.M. since July 2019 in the Risk Control and Compliance department, working with risk models and implementation of tools to facilitate risk control. He started his professional career in 2018 in the quantitative finance department at AFI as a quantitative consultant.

Blas holds a degree in Mathematics from the University of Cadiz, a Master in Quantitative Finance from AFI Escuela de Finanzas and a Master in Artificial Intelligence applied to financial markets from Instituto BME. He complements his training with a certificate in artificial intelligence accredited by Google.