Balanced Pension Plans

Fixed income

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.

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Results  1  to  4  out of  4  products found

Plan nameCategoryTypeCurrencyNet Asset valueSRRI
All plans
 Plan nameCategoryTypeCurrencyNet Asset valueSRRI

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
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)

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
Plan nameDescription
All plans
 Plan nameDescription

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.

Results  1  to  4  out of  4  products found

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