March Moderado EPSV
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Category "1" does not mean that the investment is risk-free
Savers who want to invest conservatively for their retirement, maintaining an equity exposure of around 20%.
What is it?
It is a mixed pension fund, combining fixed income and equity investments. The neutral investment in global equities will be 20%, an can go up to 30% if the managers deem it appropriate.
Both equities and bonds are actively managed. In equities we implement our investment ideas globally, selecting companies we believe in and have researched: stable, low leveraged businesses with high dividend yields, good margin management and a high-level management team.
The strategy we implement on the fixed income side, focuses on finding the best investment opportunities within the fixed income universe: sovereign debt, corporate, money market instruments. It is positioned in those assets with the best potential for revaluation and trying to reduce the interest rate risk assumed, maintaining a duration range of 1 - 3.5 years.
Why invest?
Saving for our retirement while assuming some risk, as we take advantage of the opportunities that equities give us to obtain, in the long term, an interesting return. It is focused on people with a conservative profile who want to supplement their public pension.
In this proposal we combine two of the strategies that March AM manages individually, global equities and fixed income in EUR, with excellent results since its launch.
Return/Risk
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| Moderado | Importe (EUR) | ||||||
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Return during the selected period:
Last net asset value: a fecha
RETURN *
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RISK *
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* Data at date:
Key figures
- Launch date:
- Management fee:
- Assets (€):
- Manager:
- Identifier code:
- Liquidity:
- Article SFDR:
- Manager:
- Depositary:
Managed by
Mario Oberti
Mario ObertiHead 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 Torre
Raúl de la TorreFixed 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 Ramírez
Blas RamírezFixed 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.
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.
