Pension Funds

¿Qué es?

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.

¿Por qué invertir?

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.

Rentabilidad/Riesgo

Datos relevantes

• Fecha de lanzamiento:
• Comisión de gestión:
• Patrimonio (€):
• Gestor:
• Código identificador:
• Liquidez:
• Artículo SFDR:
• Entidad gestora:
• Depositario:

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