MAPFRE AM optimizes its fund offer for conservative investors
- MAPFRE AM has merged two of its long-established funds to create Fondmapfre Ahorro FI, a renewed investment option for more conservative investors.
- The fund invests exclusively in public and/or private fixed-income assets, with 90% of its investments in OECD countries, with an average portfolio duration of one year or less.
MAPFRE AM, the MAPFRE Group asset manager, has optimized its offer for conservative investors by merging two of its historic funds—Fondmapfre Renta Corto FI and Fondmapfre Fondtesoro Plus FI. The result is Fondmapfre Ahorro FI, a renewed alternative that maintains a risk level of 2 and launches with over 240 million euros in assets, underscoring the firm’s commitment to this investment strategy.
The fund invests exclusively in public and/or private fixed-income assets, with 90% of its investments in OECD countries. The portfolio’s average duration is one year or less, and the bonds it invests in will have a minimum rating of BBB- or its equivalent. The fund’s benchmark indices are the ICE BofA Euro Treasury Bill Index and the ICE BofA 1-3 Year Euro Large Cap Corporate Index.
“With Fondmapfre Ahorro FI, we aim to offer a value-driven, low-risk alternative tailored to the current interest rate environment for conservative investors looking for a professionally managed fixed-income fund with 35 years of expertise,” says Álvaro Anguita, CEO of MAPFRE AM.
MAPFRE AM celebrates 35 years of managing the balance sheet for the MAPFRE Group, which, as of the close of 2024, had nearly 40 billion euros in assets, with over 80% allocated to fixed-income investments. This extensive expertise has positioned MAPFRE AM as a leader in managing fixed-income assets.