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March Rentabilidad Objetivo 2023

Least risk
Potentially lower return
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Most risk
Potentially higher return

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

A fund with a conservative profile. It is an alternative to the remuneration of holding cash in accounts; the investment has an unguaranteed return net of fees of around 0.60% (APR) over a period of four years.

What is it?

This portfolio is made up entirely of fixed-income assets at maturity, diversified across a high number of corporate and government debt issues in euros, maturing in 2023. The fund will invest a maximum of 30% of the total exposure in low-quality or unrated assets.

  • Subscription fee: No Subscription Fee is applied until 19/07/2019, when a 3% Subscription Fee will start to be charged.
  • Redemption fee: No Redemption Fee within the 7 established liquidity windows, with 5 business days’ notice (16.01.20, 16.07.20, 14.01.21, 15.07.21, 13.01.22, 14.07.22 and 12.01.23 or the next business day in case of non-business days). A Redemption Fee of 1% will apply outside these liquidity windows.

Why invest?

It is an investment aimed at customers with a conservative profile looking to invest in the medium term with a view to preserving their capital.


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


1 month 3 months 6 months 1 year 3 years



* Data at date:

Key figures

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