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Strategy

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Our March PE Global I International Fund of Funds has been designed by our team of experts, with extensive investment experience, in response to the need to offer Banca March customers new investment options that are more attractive in terms of risk/return.

It is particularly aimed at investors who, like you, think long term.

Given the low interest rates and the limited opportunities offered by the traditional listed markets (equities and bonds), we wanted to take advantage of the opportunities offered by Private Equity Funds, reinventing the way of investing in them: more controlled risks and very favourable conditions that allow easy access to this type of assets and for all types of investors, both professional and retail investors (MiFID).  

Funds of funds are the most risk/return efficient alternative for investing in alternative assets.

We also have tailor-made solutions so that you can co-invest with the Banca March Group in the funds that most interest you according to your profile.

These investment vehicles are regulated under Spanish law and registered with the Spanish National Securities Market Commission (CNMV). There are different types of participation classes depending on the type of investor and the amount of the commitment, starting at €100,000.

March PE Global I, the international fund of funds

The approximate duration of the investment will be 10 years and will incorporate 12 to 15 international private equity funds with diversification at all levels into its portfolio.

Diversification by strategy, by geography and by sector

The fund will invest at least 65% of the portfolio in primary funds, complemented by secondary market transactions and co-investments, both direct and indirect.

The strategy will be particularly focused on Buyout and Growth Funds with low aggressive leverage levels, and a minority part of the fund will be reserved for investment in Venture Capital.

In terms of geographic diversification, we will invest at least 80% of the portfolio in the US and Europe, where Private Equity is more consolidated, and we will have a presence in different sectors, especially megatrends, but also in defensive, generalist and niche sectors, which will maximise returns and reduce investment risks.

We will focus on international management companies that share the Banca March Group's principles of prudence, commitment, value creation and wealth preservation.

* Click on each segment for more information.

VEHICLES EXCLUSIVITY FINANCING STRATEGIES GEOGRAPHIES SECTORS CONSTANT ALLOCATION TO PRIVATE EQUITY INTERNATIONAL

STRATEGIES

  • PRIMARY: BUYOUTS, GROWTH AND VENTURE CAPITAL
  • SECONDARY
  • COINVESTMENTS

GEOGRAPHIES

  • GEOGRAPHIC DIVERSIFICATION
  • AT LEAST 80% US AND EUROPE
  • GLOBAL + REGIONAL MANAGERS

SECTORS

  • MACRO TRENDS
  • DEFENSIVE
  • GENERALIST + NICHE

VEHICLES

  • NEW MANAGEMENT COMPANY (SGEIC) AT BANCA MARCH
  • SPANISH LEGISLATION
  • FUND OF FUNDS (FOF) + VENTURE CAPITAL COMPANY (SCR) + VENTURE CAPITAL FUND (FC) STRATEGY

EXCLUSIVITY

  • MARCH GROUP CO-INVESTMENT
  • EXCLUSIVE PRODUCT FOR BANCA MARCH CLIENTS

FINANCING

  • POSSIBILITY OF FINANCING CAPITAL CALL UP TO 50% OF THE COMMITMENT

In the current scenario, Private Equity's medium to long term returns are higher than those of traditional assets. They are also less volatile and more resilient in terms of returns at the bottom of the economic cycle.

With this illiquid vehicle, we expect to offer our clients a return of 1.5 to 2 times the money paid in and/or a net IRR (internal rate of return) of up to 15% (depending on the type of participation).

You can rely on solid partners with extensive experience in co-investment projects.

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