Range of Investment Funds Asset Allocation

This range of solutions invests of a way flexible, choosing at all times the combination more suitable to the market conditions. Moreover, has three profiles adapted to the customer needs, limiting your exhibition maximum wished to equities.

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Results  1  to  5  out of  5  products found

Fund nameCategoryAddressCurrencyNAV DateNet Asset valueRisk
 Fund nameCategoryAddressCurrencyNAV DateNet Asset valueRisk

BBVA CONSOLIDACIÓN 85, FI

CONSOLIDACIÓN 85
ES0118855008
BBVA CONSOLIDACIÓN 85, FI
Balanced EquitySPAINEURO05/16/2019
5

BBVA FUTURO SUSTAINABLE ISR, FI

SU STAINABLE FUTURE ISR
ES0114279039
BBVA FUTURO SUSTAINABLE ISR, FI
Balanced Fixed IncomeSPAINEURO05/15/2019
3

QUALITY INVERSIÓN CONSERVADORA, FI

QUALITY INVERSIÓN CONSERVADORA
ES0172273007
QUALITY INVERSIÓN CONSERVADORA, FI
GlobalSPAINEURO05/15/2019
3

QUALITY INVERSIÓN DECIDIDA, FI

QUALITY INVERSIÓN DECIDIDA
ES0157663008
QUALITY INVERSIÓN DECIDIDA, FI
GlobalSPAINEURO05/15/2019
4

QUALITY INVERSIÓN MODERADA, FI

QUALITY INVERSIÓN MODERADA
ES0172242002
QUALITY INVERSIÓN MODERADA, FI
GlobalSPAINEURO05/15/2019
4
Fund nameReturn
(1 year)
Return
(3 years)
Return
(5 years)
Volatility
(1 year)
Sharpe
(1 year)
 Fund nameReturn
(1 year)
Return
(3 years)
Return
(5 years)
Volatility
(1 year)
Sharpe
(1 year)

BBVA CONSOLIDACIÓN 85, FI

CONSOLIDACIÓN 85
ES0118855008
BBVA CONSOLIDACIÓN 85, FI
--

BBVA FUTURO SUSTAINABLE ISR, FI

SU STAINABLE FUTURE ISR
ES0114279039
BBVA FUTURO SUSTAINABLE ISR, FI
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QUALITY INVERSIÓN CONSERVADORA, FI

QUALITY INVERSIÓN CONSERVADORA
ES0172273007
QUALITY INVERSIÓN CONSERVADORA, FI
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QUALITY INVERSIÓN DECIDIDA, FI

QUALITY INVERSIÓN DECIDIDA
ES0157663008
QUALITY INVERSIÓN DECIDIDA, FI
----

QUALITY INVERSIÓN MODERADA, FI

QUALITY INVERSIÓN MODERADA
ES0172242002
QUALITY INVERSIÓN MODERADA, FI
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FundDescription
FundDescription

BBVA CONSOLIDACIÓN 85, FI

CONSOLIDACIÓN 85
ES0118855008
BBVA CONSOLIDACIÓN 85, FI

International Balanced Equity Fund, which invests in a portfolio that combines lower risk assets to cover the target net asset value (20-100% of the total exposure) and higher risk to obtain yield (0-80%), and controlling by VaR (99.99% confidence level) that the maximum estimated loss is lower than 15% per month. As the aim is to consolidate the target net asset value, the participant may receive no yield and even suffer losses. Depending on the level of coverage of the target, there will be a continuous re-assignation of exposure to higher risk bonds (equities, lower-quality fixed-income or investment in emerging markets) and lower risk bonds (short-term fixed-income). At the start, the portfolio will be comprised of at least 50% of lower risk bonds. In adverse circumstances, the entire fund may be exposed to lower risk bonds, with no margin for obtaining yield.
THIS FUND CAN INVEST 25% IN FIXED-INCOME ISSUES OF A LOW CREDIT QUALITY, THAT IS, WITH A HIGH CREDIT RISK.
THIS FUND DOES NOT HAVE A THIRD-PARTY GUARANTEE, AND THEREFORE ITS CONSOLIDATION TARGET IS NOT GUARANTEED.
For further information, please consult the Fund Prospectus.

Recommended for positions at more than 2 years.

BBVA FUTURO SUSTAINABLE ISR, FI

SU STAINABLE FUTURE ISR
ES0114279039
BBVA FUTURO SUSTAINABLE ISR, FI

Mixed fund of fixed income that invest up to 30% in Equities, being the rest of the portfolio invested in fixed income public and private, including up to 10% in deposits, with a duration not higher than 6 years. The fund can invest between 0-100% in assets denominated in currencies other than the Euro. Investments will be chosen using Socially Responsible Investment criteria (screening for sustainable investments: companies that include the minimisation of environmental risk, social justice and good governance in their business strategies and operations, to create value in the medium to long term). The majority of the portfolio will meet these ethical standards.
THIS FUND CAN INVEST 5% IN LOW CREDIT QUALITY FIXED-INCOME ISSUES, THESE HAVE A HIGH CREDIT RISK.
For further information, please consult the Fund Prospectus.

Recommended for positions at more than 2 years.

QUALITY INVERSIÓN CONSERVADORA, FI

QUALITY INVERSIÓN CONSERVADORA
ES0172273007
QUALITY INVERSIÓN CONSERVADORA, FI

Quality Inversión Conservadora is a global asset allocation fund. The fund will diversify its portfolio assets in three main profit engines: international fixed-income, international equities and currencies. The investment in Equities will be between 0% and 30% of the assets of the portfolio based on the forecasts of the management team. Fixed-income investments will be of high quality with a 5% limit with a lower rating. The fund will invest a minimum of 50% of its assets through other Spanish or foreign CIIs within or outside the BBVA Group, investing up to 15% of the assets in emerging markets and without predetermination regarding the rating and capitalization of these assets). The currency exchange risk may exceed 5%.
THIS FUND CAN INVEST 10% IN FIXED-INCOME ISSUES OF A LOW CREDIT QUALITY, THAT IS, WITH A HIGH CREDIT RISK.
For further information, please consult the Fund Prospectus. Recommended for positions of more than 3 years.

QUALITY INVERSIÓN DECIDIDA, FI

QUALITY INVERSIÓN DECIDIDA
ES0157663008
QUALITY INVERSIÓN DECIDIDA, FI

Quality Inversión Decidida is a global asset allocation fund. The fund will diversify its assets in portfolio in three main engines of profitability: international fixed-income, international equities and currencies. The investment in Equities will range between 50% and 90% of the portfolio's capital, based upon the expectations of the management team. Fixed-income investments will be high quality with a 15% limit with a lower rating. The fund will invest a minimum of 50% of its assets through other Spanish or foreign CIIs within or outside the BBVA Group, investing up to 20% of the assets in emerging markets and without predetermination regarding the rating and capitalization of these assets).
THIS FUND CAN INVEST 50% IN LOW CREDIT QUALITY FIXED-INCOME ISSUES, THESE HAVE A HIGH CREDIT RISK.
For further information, please consult the Fund Prospectus. Recommended for positions of more than 3 years.

QUALITY INVERSIÓN MODERADA, FI

QUALITY INVERSIÓN MODERADA
ES0172242002
QUALITY INVERSIÓN MODERADA, FI

Quality Inversión Moderada is a global asset allocation fund. The fund will diversify its portfolio assets in three main profit engines: international fixed-income, international equities and currencies. The investment in Equities will range between 20% and 60% of the portfolio's capital, based upon the expectations of the management team. Fixed-income investments will be high quality with a 5% limit with a lower rating The fund will invest a minimum of 50% of its assets through other Spanish or foreign CIIs within or outside the BBVA Group, investing up to 15% of its assets in emerging markets and without predetermination regarding the rating and capitalization of these assets).
THIS FUND CAN INVEST 30% IN LOW CREDIT QUALITY FIXED-INCOME ISSUES, WHICH MEANS THEY HAVE A HIGH CREDIT RISK.
For further information, please consult the Fund Prospectus. Recommended for positions of more than 3 years.

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