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Fixed Income

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Fonmarch F.I.

Least risk
Potentially lower return
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  • 2
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  • 5
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Most risk
Potentially higher return

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

We also specialise in active management in fixed income: a strategy that combines macro perspectives and investment opportunities in sovereign issuers and credit. The aim is to maximise returns and control risk.

What is it?

The Fund invests 100% of the total exposure in public and/or private fixed income assets (including deposits and listed and unlisted money market instruments, whether liquid or not). Exposure to currency risk shall not exceed 5% of total exposure.

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

The issuers of the assets, as well as the markets on which they are listed, will be mainly from the euro zone and in any case OECD.

Why invest?

Active management in fixed income requires a clear understanding of how we want to position ourselves on the curve, choosing the countries, sectors and type of bonds we want to position ourselves in. It also means using short-term market movements to take tactical positions in bonds that have become cheap or sell those that have become more expensive. Deciding which type of issue is more interesting to invest in, whether mortgage bonds, floating rate bonds or senior corporate bonds.

It is designed for customers who wish to take on some interest rate risk by investing in a duration range of 2 to 4 years. Active and opportunistic management of this investment will help maximise returns.

Return/Risk

Escenarios de rentabilidad

 Periodo 1 (1 año) Periodo 2 (MID) Periodo 3 (RHP)
Mínimo Importe (EUR)
Rent. anual media (%)
Tensión Importe (EUR)
Rent. anual media (%)
Desfavorable Importe (EUR)
Rent. anual media (%)
Moderado Importe (EUR)
Rent. anual media (%)
Favorable Importe (EUR)
Rent. anual media (%)

Return during the selected period:

Last net asset value: a fecha

Download net asset values

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: 8
  • Manager:
  • Depositary:

Managed by

Mario ObertiMario 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 TorreRaúl 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 RamírezBlas 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.

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