Search engine of Pension plans and EPSV
Plan name or DGS
Category
Subcategory
SRRI
Between 1 and 7
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Plan name / DGS
DSG: unique code to identify each plan established by Directorate General for Insurance (DGS).
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Category
INVERCO category to the which the pension plan belongs.
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Category
INVERCO category to the which the pension plan belongs.
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Type
Type of Plan.
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YTD
Accumulated return current year.
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1 year
Return in the last twelve months.
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3 years
Annualized return 3 years.
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5 years
Annualized return 5 years.
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NAV
Net asset value: daily value resulting from dividing the aggregate value of the assets of the fund between the total number of shares.
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SRRI
Risk level of 1 (lowest) to 7 (highest).
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Fund
Name of the pension fund that includes the plan.
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DGS Fund
Code of the pension fund established by the Directorate General for Insurance (DGS).
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IMI
Minimum initial amount required to invest in the plan.
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Last Month
Month in progress return.
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Volatility
A measure that indicates whether the net asset values of the fund have experienced significant variations or whether, on the other hand, they have progressed in a stable way. The higher it is, the greater the risk borne. And vice versa: the closer it is to zero, the more stable the fund.
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Sharpe Ratio
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Advising
Management fee.
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Deposit
Deposit fee.
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Administration
Administration costs, only EPSV.
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Area
Geographical investment area.
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Assets under management
Assets of the pension plan. It is the sum of the assets invested by each of the participants.
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Currency
The currency in which the plan is denominated.
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Purchasable
Purchasable online
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ordenOfValor
ordenOfValor
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