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March Protección Renta Fija F.P.

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

For conservative investors or those nearing retirement (100% Fixed Income).

What is it?

It is a short-term fixed-income investment fund that seeks to capitalise on the opportunities offered by the market:

The duration of the fund ranges from 2-4 years, making it a fund with very limited interest rate risk.

The fund invests in both public and private debt, preserving a high credit quality.

The minimum rating that managers will invest in will be paired to the Kingdom of Spain, although up to 25% of the fund may invest in issues of a lower quality.

The fund has almost no currency risk, as it can only hold 5% in a currency other than EUR.

Why invest?

It is aimed at customers looking to invest in the short and medium term with a view to preserving their capital while assuming moderate risk.

It is suitable for customers who wish to achieve a higher yield than a money market fund, assuming more risk as they invest in bonds with a longer maturity period. The average maturity of the portfolio is 3 to 5 years.

It is a good way of investing in foreign debt with a balanced portfolio that is expertly managed by the March A.M. team.

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

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:
  • Manager:
  • Depositary:

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