March Green Transition Bond
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Category "1" does not mean that the investment is risk-free
The green transition opportunity in fixed income.
What is it?
March Green Transition Bond is a global fixed income fund which invests in companies, issuances and countries which support the green transition—in other words, committed to decarbonisation and protecting the environment.
One of the great challenges of our time is financing the global transition to a more sustainable growth model. At the same time, this presents a great investment opportunity.
This fund seeks a 'triple return':
- Financial return through careful selection of opportunities within a broad universe of issuances.
- Environmental return by supporting the transformation efforts of key economic actors towards a more sustainable economy.
- Social return by promoting a cleaner and more sustainable environment for society as a whole.
The portfolio combines three segments (asset classes) within the sustainable fixed income universe.
- Global green bonds
- Debt-issuer SBTi companies
- Emerging market government bonds
Why invest?
Banca March and Allianz Global Investors have partnered to create the Green Transition Bond strategy, which offers investors the opportunity to invest, participate in and benefit from the transition to a more sustainable economy and social model. This strategy is aligned with our commitment to sustainable development. Allianz Global Investors will be the manager of the Master fund in which March Green Transition Bond invests.
As a responsible investor, Allianz Global Investors promotes sustainability in the companies it invests in and is an active shareholder and a driver of change. Its parent company, Allianz SE, is a global sustainability leader in its sector according to Dow Jones and is rated AAA in sustainability by MSCI.
Banca March's commitment to sustainability is evident in every area of its activity. Banca March, along with the entire March Group, is a signatory to the UN Global Compact, the world's most ambitious corporate sustainability initiative. Along with 690 Spanish organisations and 1,590 worldwide, it seeks to align its objectives with policies and programmes that support partnerships with governments, civil society and the private sector to achieve the goals set out in the United Nations 2030 Agenda. As well as using its resources sustainably, Banca March also seeks to promote investment in sectors with effective environmental management strategies in place. For over 90 years, in keeping with its unwavering commitment to seeking shared growth with customers, employees, shareholders and communities, Banca March has harnessed transformation processes to generate growth opportunities and new ways of investing and saving responsibly. The bank's commitment to responsible, sustainable investments is part of its vision of a new cycle that will be heavily influenced by technology, digitalisation and sustainability.
Return/Risk
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Return during the selected period:
Last net asset value: a fecha
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* Data at date:
Key figures
- Launch date:
- Management fee:
- Assets (€):
- Manager:
- Identifier code:
- Liquidity:
- Article SFDR: 8
- Manager:
- Depositary:
Managed by
Mario Oberti
Head 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
Fixed 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
Fixed 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.
Documents
March Green Transition Bond: Flyer
- March Green Transition Bond A EUR: Data Sheet
- March Green Transition Bond A EUR: Key Information Document
- March Green Transition Bond A GBP: Data Sheet
- March Green Transition Bond A GBP: Key Information Document
- March Green Transition Bond A USD: Data Sheet
- March Green Transition Bond A USD: Key Information Document
- March Green Transition Bond C EUR: Data Sheet
- March Green Transition Bond C EUR: Key Information Document
- March Green Transition Bond C GBP: Data Sheet
- March Green Transition Bond C GBP: Key Information Document
- March Green Transition Bond C USD: Data Sheet
- March Green Transition Bond C USD: Key Information Document
- March Green Transition Bond I EUR: Data Sheet
- March Green Transition Bond I EUR: Key Information Document
- March Green Transition Bond I GBP: Data Sheet
- March Green Transition Bond I GBP: Key Information Document
- March Green Transition Bond I USD: Data Sheet
- March Green Transition Bond I USD: Key Information Document
- March Green Transition Bond S EUR: Data Sheet
- March Green Transition Bond S EUR: Key Information Document
- March Green Transition Bond S GBP: Data Sheet
- March Green Transition Bond S GBP: Key Information Document
- March Green Transition Bond S USD: Data Sheet
- March Green Transition Bond S USD: Key Information Document
- March Green Transition Bond: Website Disclosure for Art.8
- Access to documents relating to the Fund
- Sustainability-related disclosures