With the most suitable combination of assets at all times, depending on the risk profile and the international market situation.
Based upon the current economic situation, the management team selects the assets with the best expectations at any given time for each risk profile. The management team comprises professionals with an average experience of more than ten years and who manage more than 4,800 million euros.
The dynamic management and flexible of two assets such as fixed income and equities, whose long-term yields they tend to compensate, provides consistency and solidity to portfolios.
Extensive diversification both geographical and by type of asset, that is fundamental for reducing and controlling risk.
You can see a Comparison of profile-based pension plans (PDF, 470 kB) in this document.
Internal source data to 31/12/2016. The Basic Data for the Shareholder (DFP) document is available to the public at www.bankiapensiones.es. Past returns do not guarantee future results.
* Volatility is a statistical measure of the degree of fluctuation in the return over a period of time. Increased volatility implies a higher level of risk in the asset.
Planned Profiled Risk Indicator: it quantifies the risk profile of the plan through the historic volatility in the last five years.
Bankia is the Depository Company and Promoter. Bankia Pensiones is the managing entity.