Non-Guaranteed Pension Plans

Balanced

These funds invest part of their assets in fixed income and part in equity. The larger the percentage of equity, the greater the risk will generally be and, therefore, the potential gains will also be higher.

Compare pension plans Add to portfolio of plans

Results  1  to  10  out of  10  products found

Plan nameCategoryTypeCurrencyNet Asset valueRisk
All plans
 Plan nameCategoryTypeCurrencyNet Asset valueRisk
Fixed income

NORPENSIÓN DESTINATION RETIREMENT, PPS INDIVIDUAL

NORPENSIÓN DESTINATION RETIREMENT
98-V
NORPENSIÓN DESTINATION RETIREMENT, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO

NORPENSION II, PPS INDIVIDUAL

NORPENSIÓN II
98 - V
NORPENSION II, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO

NORPENSION PRUDENT, PPS INDIVIDUAL

NORPENSIÓN PRUDENT
98 - V
NORPENSION PRUDENT, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO
Equities

NORPENSION DINAMICO, PPS INDIVIDUAL

NORPENSIÓN DINÁMICO
98 - V
NORPENSION DINAMICO, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO

NORPENSION BALANCED, PPS INDIVIDUAL

NORPENSIÓN BALANCED
98 - V
NORPENSION BALANCED, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO

NORPENSION HORIZONTE 2020, PPS INDIVIDUAL

NORPENSIÓN HORIZONTE 2020
N8621
NORPENSION HORIZONTE 2020, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO

NORPENSION HORIZONTE 2025, PPS INDIVIDUAL

NORPENSIÓN HORIZONTE 2025
N8631
NORPENSION HORIZONTE 2025, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO

NORPENSION JUBILACION 2025, PPS INDIVIDUAL

NORPENSION JUBILACION 2025
NORPENSION JUBILACION 2025, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO

NORPENSION JUBILACION 2030, PPS INDIVIDUAL

NORPENSION JUBILACION 2030
NORPENSION JUBILACION 2030, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO

NORPENSION JUBILACION 2035, PPS INDIVIDUAL

NORPENSION JUBILACION 2035
NORPENSION JUBILACION 2035, PPS INDIVIDUAL
BalancedEPSV (Voluntary Pension Plan Providers)EURO
Plan nameReturn
(1 year)
Return
(3 years)
Return
(5 years)
Volatility
(1 year)
Sharpe
(1 year)
Rating
(Morningstar)
All plans
 Plan nameReturn
(1 year)
Return
(3 years)
Return
(5 years)
Volatility
(1 year)
Sharpe
(1 year)
Rating
(Morningstar)
Fixed income

NORPENSIÓN DESTINATION RETIREMENT, PPS INDIVIDUAL

NORPENSIÓN DESTINATION RETIREMENT
98-V
NORPENSIÓN DESTINATION RETIREMENT, PPS INDIVIDUAL
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NORPENSION II, PPS INDIVIDUAL

NORPENSIÓN II
98 - V
NORPENSION II, PPS INDIVIDUAL
3

NORPENSION PRUDENT, PPS INDIVIDUAL

NORPENSIÓN PRUDENT
98 - V
NORPENSION PRUDENT, PPS INDIVIDUAL
3
Equities

NORPENSION DINAMICO, PPS INDIVIDUAL

NORPENSIÓN DINÁMICO
98 - V
NORPENSION DINAMICO, PPS INDIVIDUAL
3

NORPENSION BALANCED, PPS INDIVIDUAL

NORPENSIÓN BALANCED
98 - V
NORPENSION BALANCED, PPS INDIVIDUAL
3

NORPENSION HORIZONTE 2020, PPS INDIVIDUAL

NORPENSIÓN HORIZONTE 2020
N8621
NORPENSION HORIZONTE 2020, PPS INDIVIDUAL
5

NORPENSION HORIZONTE 2025, PPS INDIVIDUAL

NORPENSIÓN HORIZONTE 2025
N8631
NORPENSION HORIZONTE 2025, PPS INDIVIDUAL
5

NORPENSION JUBILACION 2025, PPS INDIVIDUAL

NORPENSION JUBILACION 2025
NORPENSION JUBILACION 2025, PPS INDIVIDUAL
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NORPENSION JUBILACION 2030, PPS INDIVIDUAL

NORPENSION JUBILACION 2030
NORPENSION JUBILACION 2030, PPS INDIVIDUAL
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NORPENSION JUBILACION 2035, PPS INDIVIDUAL

NORPENSION JUBILACION 2035
NORPENSION JUBILACION 2035, PPS INDIVIDUAL
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Plan nameDescription
All plans
 Plan nameDescription
Fixed income

NORPENSIÓN DESTINATION RETIREMENT, PPS INDIVIDUAL

NORPENSIÓN DESTINATION RETIREMENT
98-V
NORPENSIÓN DESTINATION RETIREMENT, PPS INDIVIDUAL

Is an Employee pension Plan Social Individual of Fixed Income Mixed.
Thus, it allocates most of its assets to investment in various fixed-income assets (securities, bonds, treasury bills, corporate bonds, etc.) and the rest to equity assets.

Goes intended for people with a risk profile low and/or that are bringing closer at the age of retirement.

NORPENSION II, PPS INDIVIDUAL

NORPENSIÓN II
98 - V
NORPENSION II, PPS INDIVIDUAL

Individual Employee Pension Plan integrated into NORPENSION, EPSV, Individual.

The fund tends towards an average investment in Equity of 25%, ranging between 15% and 35% based on market forecasts. The rest of the portfolio shall be invested in fixed income and cash assets, with an average duration in the portfolio of between 1 and 3 years, based on interest rate forecasts.

Suitable for people with a moderate risk profile, in the 45-55 age bracket.

NORPENSION PRUDENT, PPS INDIVIDUAL

NORPENSIÓN PRUDENT
98 - V
NORPENSION PRUDENT, PPS INDIVIDUAL

Individual Employee Pension Plan integrated into NORPENSION, EPSV,Individual.

The Fund has an average investment in Equity of 10%, ranging between 0% and 20% based on market forecasts. The rest of the portfolio shall be invested in fixed income and cash assets, with an average duration in the portfolio of between 2 and 4 years, based on interest rate forecasts.

Suitable for people with a conservative risk profile aged 50 and older.

Equities

NORPENSION DINAMICO, PPS INDIVIDUAL

NORPENSIÓN DINÁMICO
98 - V
NORPENSION DINAMICO, PPS INDIVIDUAL

Individual Employee Pension Plan integrated into NORPENSION, EPSV,Individual.

Fund that has an average investment in international Equity of 60% and between 50% and 80%, based on market forecasts. The rest of the portfolio is invested in public and private fixed income securities, with an average duration in the portfolio of between 2 and 4 years, based on interest rate forecasts.

Suitable for people with a low risk aversion ranging from approximately 30 to 40 years old.

NORPENSION BALANCED, PPS INDIVIDUAL

NORPENSIÓN BALANCED
98 - V
NORPENSION BALANCED, PPS INDIVIDUAL

Individual Employee Pension Plan integrated into NORPENSION, EPSV,Individual.

The exhibition to equities represent more than 30%. The objective of the Pension fund is give to the participates, with a horizon of investment of means/long term, a profitability suitable to the risk assumed through the diversified investment in assets of fixed income and equities world.

Suitable for people with a moderate risk profile, in the approximate age range from 40 to 55 years old.

NORPENSION HORIZONTE 2020, PPS INDIVIDUAL

NORPENSIÓN HORIZONTE 2020
N8621
NORPENSION HORIZONTE 2020, PPS INDIVIDUAL

Individual Employee Pension Plan integrated into NORPENSION, EPSV,Individual, an entity administrated by the BBVA Group.

The goal of the Fund will be to maximize the yield/risk ratio through active management of the Fund's assets, subject to the non-guaranteed target of recovery of the participant's initial investment at the end of the established investment horizon on 12/31/2020.

Suitable for people with a retirement horizon close to 2020.

NORPENSION HORIZONTE 2025, PPS INDIVIDUAL

NORPENSIÓN HORIZONTE 2025
N8631
NORPENSION HORIZONTE 2025, PPS INDIVIDUAL

Individual Employee Pension Plan integrated into NORPENSION, EPSV,Individual, an entity administrated by the BBVA Group.

The goal of the Fund will be to maximize the yield/risk ratio through active management of the Fund's assets, subject to the non-guaranteed target of recovery of the participant's initial investment at the end of the established investment horizon on 12/31/2025.

Suitable for people with a retirement horizon close to 2025.

NORPENSION JUBILACION 2025, PPS INDIVIDUAL

NORPENSION JUBILACION 2025
NORPENSION JUBILACION 2025, PPS INDIVIDUAL

Is an Employee pension Plan Social Individual of Management Active, with a horizon of investment situated in 2025. That is, the plan invests a part of the capital in equity assets and the rest in fixed-income assets. Moreover, as the established horizon (2025) draws closer, its risk level will progressively evolve towards a more conservative profile, in which security takes priority over return. The investment in currencies different than the euro be able to reach 50% of the total. The currency risk associated with the investment in international fixed-income and equity markets will be actively managed, potentially being covered in its entirety.

Intended for customers with a high risk profile with a retirement horizon close to 2025.

NORPENSION JUBILACION 2030, PPS INDIVIDUAL

NORPENSION JUBILACION 2030
NORPENSION JUBILACION 2030, PPS INDIVIDUAL

Is an Employee pension Plan Social Individual of Management Active, with a horizon of investment situated in 2030. That is, the plan invests a part of the capital in equity assets and the rest in fixed-income assets. Moreover, as the established horizon (2030) draws closer, its risk level will progressively evolve towards a more conservative profile, in which security takes priority over return. The investment in currencies different than the euro be able to reach 50% of the total. The currency risk associated with the investment in international fixed-income and equity markets will be actively managed, potentially being covered in its entirety.

Intended for customers with a high risk profile with a retirement horizon close to 2030.

NORPENSION JUBILACION 2035, PPS INDIVIDUAL

NORPENSION JUBILACION 2035
NORPENSION JUBILACION 2035, PPS INDIVIDUAL

Is an Employee pension Plan Social Individual of Management Active, with a horizon of investment situated in 2035. That is, the plan invests a part of the capital in equity assets and the rest in fixed-income assets. Moreover, as brings closer the horizon established (2035), your risk level go evolving towards a more conservative profile, in which predominates the security on the profitability. The investment in currencies different than the euro be able to reach 50% of the total. The currency risk associated with the investment in international fixed-income and equity markets will be actively managed, potentially being covered in its entirety.

Intended for customers with a high risk profile with a horizon of retirement to 2035.

Results  1  to  10  out of  10  products found

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