March Babyboomer, P.P.
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Category "1" does not mean that the investment is risk-free
March Babyboomer Lifecycle Pension Plan, aimed at all investors of the Babyboomer generation seeking to maximise their savings for retirement.
What is it?
The March Babyboomer Life Cycle Pension Plan is for investors of the Babyboomer generation. It is designed to help them maximise their retirement savings and not have to worry about changing their plans over time or the level of risk of their pension plan.
March Babyboomer PP adapts to the participant's time horizon over the course of their working life by adjusting their risk over time, gradually reducing their exposure to equities and increasing their weight in fixed income investments with a more conservative profile.
The plan will invest in both equities and fixed income assets, varying its weighting in both asset classes, reducing volatility as time passes and the Babyboomer Generation approaches retirement age.
In the initial phase, it will invest about 60% in equities and 40% in fixed income; while in the final phase, it will invest no more than 35% in equities (this weighting can be lower) and the rest of the portfolio will be invested in fixed income.
Why invest?
March Pensiones has over 2 decades of experience in managing pension plans that cover all risk profiles, with an investment philosophy which is aligned with the vision of the Banca March Group.
Our March Babyboomer Lifecycle Pension Plan combines the expertise of our investment management team across asset classes in historical vehicles with dynamic, global asset management.
March Babyboomer PP adapts to the participant's time horizon over the course of their working life by adjusting their risk over time, gradually reducing their exposure to equities and increasing their weight in fixed income investments with a more conservative profile.
The plan will invest in both equities and fixed income assets, varying its weighting in both asset classes, reducing volatility as time passes and the Babyboomer Generation approaches retirement age.
In the initial phase, it will invest about 60% in equities and 40% in fixed income; while in the final phase, it will invest no more than 35% in equities (this weighting can be lower) and the rest of the portfolio will be invested in fixed income.
Return/Risk
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Return during the selected period:
Last net asset value: a fecha
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Key figures
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Managed by
Francisco Javier Pérez Fernández
Francisco Javier Pérez FernándezHead of Global Equities
Javier started his professional career in the sales division at Crédit Lyonnais. He later joined Banco Banif, where he was head of international equities, until he joined March A.M. in 2000 as global equities manager.
He has been named as one of the best global equities managers by Inversión magazine and rated AA by Citywire.
Javier holds a degree in Economics from the Universidad Complutense de Madrid and is certified by the Instituto Español de Analistas Financieros (Certified European Financial Analyst). He also holds a diploma in Value Investing and Search for Value from the Ivey Business School in Toronto, Canada. Plus, he is certified in ESG investing by CFA.
