Fixed Income

What is it?

The fund invests 100% of its total exposure in public and/or private fixed income (including deposits and money market instruments, whether listed or unlisted, liquid), primarily from issuers/markets within the Eurozone and, to a lesser extent, from other OECD countries (it does not invest in emerging markets). Maximum exposure to currency risk will be 5% of total exposure. The portfolio’s average duration will be between 3 and 5 years.

In addition to financial criteria, extra-financial socially responsible investment criteria (ESG) are also applied.

Why invest?

Fonmarch offers an investment proposition focused on capital preservation and growth through prudent, diversified management based on sustainability criteria. The fund is built on principles of analytical rigor, transparency, and alignment with its participants' goals, prioritizing long-term stability over short-term volatility.

It targets clients seeking to invest in a fixed-income strategy in EUR with a portfolio duration between 3 and 5 years—thus assuming some interest rate risk—and favoring an active and opportunistic approach within this asset class.

Return/Risk

Key figures

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• Article SFDR: 8
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Documents