Pension Funds

What is it?

It is a mixed pension fund combining fixed income and equity investments. The neutral amount of global equities investments will be 50%. However, managers may decide to increase this number to 75%.

There is active management in both equities and bonds. In equities, we implement our investment ideas on a global basis, selecting companies we believe in and have researched: stable, un-leveraged businesses with high dividend yields, good margin management and a top-quality management team.

Our strategy on the fixed income side is focused on finding the best investment opportunities in the fixed income universe: Sovereign Debt, corporate, money market instruments with limited currency risk (only 5% may be in another, non-euro currency). A position is taken in assets that show the best revaluation potential, while trying to reduce the interest-rate risk assumed, maintaining a duration of 2-4 years.

Why invest?

Saving for our retirement while assuming some risk, as we take advantage of the opportunities that equities give us to achieve an interesting return over the long term. For people with a moderate profile who want to supplement their state pension.

In this pension fund, we combine two of the successful strategies that March AM manages individually—global equities and fixed-income securities in EUR—with excellent results. It was ranked fifth in its category in 2017, according to the Expansión newspaper.

Return/Risk

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Documents