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  14  out of  14  products found

Plan nameCategoryTypeCurrencyNet Asset valueSRRI
All plans
 Plan nameCategoryTypeCurrencyNet Asset valueSRRI
Fixed income

BBVA PLAN DESTINO JUBILACIÓN, PPI

PLAN DESTINO JUBILACIÓN
F2079
BBVA PLAN DESTINO JUBILACIÓN, PPI
BalancedPension plansEURO

BBVA PLAN INDIVIDUAL, PPI

PLAN INDIVIDUAL
F0016
BBVA PLAN INDIVIDUAL, PPI
BalancedPension plansEURO

BBVA PLAN MULTIACTIVO CONSERVADOR, PPI

PLAN MULTIACTIVO CONSERVADOR
F1164
BBVA PLAN MULTIACTIVO CONSERVADOR, PPI
BalancedPension plansEURO

BBVA PLAN 50, PPI

PLAN 50
F0440
BBVA PLAN 50, PPI
BalancedPension plansEURO
Equities

BBVA PLAN CONSOLIDACIÓN 85, PPI

PLAN CONSOLIDACIÓN 85 F2044
BBVA PLAN CONSOLIDACIÓN 85, PPI
BalancedPension plansEURO

BBVA PLAN HORIZONTE 2020, PPI

PLAN HORIZONTE 2020
F1543
BBVA PLAN HORIZONTE 2020, PPI
BalancedPension plansEURO

BBVA PLAN HORIZONTE 2025, PPI

PLAN HORIZONTE 2025
F1544
BBVA PLAN HORIZONTE 2025, PPI
BalancedPension plansEURO

BBVA PLAN JUBILACIÓN 2025, PPI

PLAN JUBILACIÓN 2025
F1989
BBVA PLAN JUBILACIÓN 2025, PPI
BalancedPension plansEURO

BBVA PLAN JUBILACIÓN 2030, PPI

PLAN JUBILACIÓN 2030
F2000
BBVA PLAN JUBILACIÓN 2030, PPI
BalancedPension plansEURO

BBVA PLAN JUBILACIÓN 2040, PPI

PLAN JUBILACIÓN 2040
F2001
BBVA PLAN JUBILACIÓN 2040, PPI
BalancedPension plansEURO

BBVA PLAN MULTIACTIVO DECIDIDO, PPI

PLAN MULTIACTIVO DECIDIDO
F1892
BBVA PLAN MULTIACTIVO DECIDIDO, PPI
BalancedPension plansEURO

BBVA PLAN MULTIACTIVO MODERADO, PPI

PLAN MULTIACTIVO MODERADO
F1822
BBVA PLAN MULTIACTIVO MODERADO, PPI
BalancedPension plansEURO

BBVA PLAN 30, PPI

PLAN 30
F0438
BBVA PLAN 30, PPI
BalancedPension plansEURO

BBVA PLAN 40, PPI

PLAN 40
F0439
BBVA PLAN 40, PPI
BalancedPension plansEURO
Plan nameReturn
(1 year)
Return
(3 years)
Return
(5 years)
Volatility
(1 year)
Sharpe
(1 year)
All plans
 Plan nameReturn
(1 year)
Return
(3 years)
Return
(5 years)
Volatility
(1 year)
Sharpe
(1 year)
Fixed income

BBVA PLAN DESTINO JUBILACIÓN, PPI

PLAN DESTINO JUBILACIÓN
F2079
BBVA PLAN DESTINO JUBILACIÓN, PPI
----

BBVA PLAN INDIVIDUAL, PPI

PLAN INDIVIDUAL
F0016
BBVA PLAN INDIVIDUAL, PPI

BBVA PLAN MULTIACTIVO CONSERVADOR, PPI

PLAN MULTIACTIVO CONSERVADOR
F1164
BBVA PLAN MULTIACTIVO CONSERVADOR, PPI

BBVA PLAN 50, PPI

PLAN 50
F0440
BBVA PLAN 50, PPI
Equities

BBVA PLAN CONSOLIDACIÓN 85, PPI

PLAN CONSOLIDACIÓN 85 F2044
BBVA PLAN CONSOLIDACIÓN 85, PPI
----

BBVA PLAN HORIZONTE 2020, PPI

PLAN HORIZONTE 2020
F1543
BBVA PLAN HORIZONTE 2020, PPI

BBVA PLAN HORIZONTE 2025, PPI

PLAN HORIZONTE 2025
F1544
BBVA PLAN HORIZONTE 2025, PPI

BBVA PLAN JUBILACIÓN 2025, PPI

PLAN JUBILACIÓN 2025
F1989
BBVA PLAN JUBILACIÓN 2025, PPI
--

BBVA PLAN JUBILACIÓN 2030, PPI

PLAN JUBILACIÓN 2030
F2000
BBVA PLAN JUBILACIÓN 2030, PPI
--

BBVA PLAN JUBILACIÓN 2040, PPI

PLAN JUBILACIÓN 2040
F2001
BBVA PLAN JUBILACIÓN 2040, PPI
--

BBVA PLAN MULTIACTIVO DECIDIDO, PPI

PLAN MULTIACTIVO DECIDIDO
F1892
BBVA PLAN MULTIACTIVO DECIDIDO, PPI

BBVA PLAN MULTIACTIVO MODERADO, PPI

PLAN MULTIACTIVO MODERADO
F1822
BBVA PLAN MULTIACTIVO MODERADO, PPI

BBVA PLAN 30, PPI

PLAN 30
F0438
BBVA PLAN 30, PPI

BBVA PLAN 40, PPI

PLAN 40
F0439
BBVA PLAN 40, PPI
Plan nameDescription
All plans
 Plan nameDescription
Fixed income

BBVA PLAN DESTINO JUBILACIÓN, PPI

PLAN DESTINO JUBILACIÓN
F2079
BBVA PLAN DESTINO JUBILACIÓN, PPI

Individual Pension Plan integrated into the BBVA CIENTO VEINTE. F.P. pension fund. This Combined International Fixed-Income pension fund will invest directly or indirectly in public and private fixed and variable income securities through financial CIIs.

Variable income investments will be between 0% and 10% of the total exposure and will preferably be in medium and high capitalization securities on OECD markets. Likewise, investments may also be made on variable-income markets other than these, mainly Latin American, Asia and Emerging Europe.

The portion not invested in Variable Income will be invested in Fixed Income, which may be public or private. The issuers and/or markets for investment will belong to OECD or emerging countries. Issues will have fixed or variable interest rates. The investment in Fixed Income will include "repos", deposits, securitizations and unlisted non-monetary liquid securities. The duration, rating and maturity of the portfolio will not be predetermined.

Currency exchange risk may be up to 100% of total exposure. The currency risk associated with investing in international markets will be managed actively, and may be fully hedged.

Suitable for people with a low risk profile and/or who are closing in on retirement age.

BBVA PLAN INDIVIDUAL, PPI

PLAN INDIVIDUAL
F0016
BBVA PLAN INDIVIDUAL, PPI

Individual System Pension Plan integrated into the balanced fixed income pension fund BBVA INDIVIDUAL, F.P.

The Fund tends towards an average investment in Equity of 20%, moving between 0% and 30% depending on market expectations. The rest of the portfolio is invested in fixed income and cash, with an average duration in the portfolio of between 1 and 4 years, based on interest rate forecasts.

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

BBVA PLAN MULTIACTIVO CONSERVADOR, PPI

PLAN MULTIACTIVO CONSERVADOR
F1164
BBVA PLAN MULTIACTIVO CONSERVADOR, PPI

A Pension Plan from the Individual System, integrated into the pension fund BBVA MULTIACTIVO CONSERVADOR, F.P.

The Pension fund will invest direct or indirectly through CII between 0% and 30% of the assets in Equities according to the expectations of the management team. The rest of the portfolio will be invested in public and private fixed income funds.

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

BBVA PLAN 50, PPI

PLAN 50
F0440
BBVA PLAN 50, PPI

Individual System Pension Plan integrated into the balanced fixed income pension fund BBVA 50, F.P.

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

BBVA PLAN CONSOLIDACIÓN 85, PPI

PLAN CONSOLIDACIÓN 85 F2044
BBVA PLAN CONSOLIDACIÓN 85, PPI

International Balanced Equity Pension Fund. The fund's investment in Equities will range from 0% to 60%, based on the expectations of the management team.

The investment policy of this fund is intended to maximize profitability in the medium term through diversified investment in global fixed-income and equity assets, subject to the non-guaranteed consolidation objective and within the framework established by current legislation with regard to investments.

A non-guaranteed consolidation objective has been established that consists of ensuring the daily net asset value of the fund does not fall below 85% of the maximum historic net asset value reached by the investment fund.

The assets will be selected at all times depending on the market perspective of the Managing Entity and following criteria to achieve the non-guaranteed consolidation objective.

The part that is not exposed to Equities will be exposed to Fixed-Income, which may be public or private (including assets listed or not on the monetary market, liquid assets and deposits).

Suitable for people with low risk aversion and preferably with a distant retirement horizon.

BBVA PLAN HORIZONTE 2020, PPI

PLAN HORIZONTE 2020
F1543
BBVA PLAN HORIZONTE 2020, PPI

Pension Plan of the Individual System integrated into the pension fund BBVA CUARENTA Y CINCO, F.P.

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.

BBVA PLAN HORIZONTE 2025, PPI

PLAN HORIZONTE 2025
F1544
BBVA PLAN HORIZONTE 2025, PPI

Pension Plan of the Individual System integrated into the pension fund BBVA CUARENTA Y OCHO, F.P.

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.

BBVA PLAN JUBILACIÓN 2025, PPI

PLAN JUBILACIÓN 2025
F1989
BBVA PLAN JUBILACIÓN 2025, PPI

Individual Pension Plan with Active Management, with an investment horizon 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 other than the euro may reach 100% 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.

BBVA PLAN JUBILACIÓN 2030, PPI

PLAN JUBILACIÓN 2030
F2000
BBVA PLAN JUBILACIÓN 2030, PPI

Individual Pension Plan with Active Management, with an investment horizon 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 other than the euro may reach 100% 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.

BBVA PLAN JUBILACIÓN 2040, PPI

PLAN JUBILACIÓN 2040
F2001
BBVA PLAN JUBILACIÓN 2040, PPI

Individual Pension Plan with Active Management, with an investment horizon in 2040. 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 (2040) draws closer, its risk level will progressively evolve towards a more conservative profile, in which security takes priority over return. The investment in currencies other than the euro may reach 100% 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 2040.

BBVA PLAN MULTIACTIVO DECIDIDO, PPI

PLAN MULTIACTIVO DECIDIDO
F1892
BBVA PLAN MULTIACTIVO DECIDIDO, PPI

A Pension Plan from the Individual System, integrated into the pension fund BBVA MULTIACTIVO DECIDIDO, F.P.

The Pension Fund will invest, either direct or indirectly through CIIs, between 50% and 90% of its capital in Equities, depending on the expectations of the management team. The rest of the portfolio will be invested in public and private fixed income funds.

Suitable for people with low aversion to risk and preferably with a distant retirement horizon.

BBVA PLAN MULTIACTIVO MODERADO, PPI

PLAN MULTIACTIVO MODERADO
F1822
BBVA PLAN MULTIACTIVO MODERADO, PPI

A Pension Plan from the Individual System, integrated into the pension fund BBVA MULTIACTIVO MODERADO, F.P.

The Pension Fund will invest, either directly or indirectly through CIIs, between 20% and 60% of its capital in Equities, depending on the expectations of the management team. The rest of the portfolio will be invested in public and private fixed income funds.

Suitable for people with moderate/low aversion to risk and preferably with a distant retirement horizon.

BBVA PLAN 30, PPI

PLAN 30
F0438
BBVA PLAN 30, PPI

Individual System Pension Plan integrated into the Renta Variable Mixta BBVA 30, F.P. pension fund.

A fund with an average international Equity investment of 60%, ranging between 30% and 75% 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.

BBVA PLAN 40, PPI

PLAN 40
F0439
BBVA PLAN 40, PPI

Individual System Pension Plan integrated into the Renta Variable Mixta BBVA 40, F.P. pension fund.

The fund invests between 30% and 50% in variable income, with its average at 40%. The rest 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.
The fund cannot invest more than 30% in currencies other than the euro, and can hedge this percentage in full.

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

Results  1  to  14  out of  14  products found

Compare pension plans Add to portfolio of plans

Use of tools: select the investment funds you are most interested in to compare them or to add them to portfolio. You can browse our Website knowing that the selected pension plans will be added to the tool when you click the Add button.

Pension Plan Comparison: lets you compare up to four pension plans and a benchmark index.

Pension plan portfolio: sets up a portfolio and simulates its returns for a specific period of time. Remember that the key is  diversification .