With the suitable combination of assets at all times according to the risk profile and of the situation of the international markets.
Philosophy of investment
The management team selects, according to financial status in which find us, the assets with better expectations at all times for every risk profile. The team of management is formed by professionals with an average experience higher than 10 years and more than 4,800 low million euros management.
The dynamic management and flexible of two assets as fixed-income and equities, whose long-term yields tend to to compensate, contributes consistency and solidity to portfolios.
Broad diversification so much geographical as by type of asset, that it results basic to reduce and control the risk.
It can see one Comparative of profiled pension plans (PDF, 470 kB) in this document.
Internal source details to 31/12/2016. The document of Basic Data for the Shareholder (DFP) is available to the public in www.bankiapensiones.es. Last returns do not guarantee future results.
* The volatility is a statistical measure of the degree of fluctuation of the return in a period of time. Increased volatility supposes a highest level of risk of the asset.
Indicator of Risks Planes Profiled: it quantifies the risk profile of the plan via the historical volatility in the latest five years.
Bankia is the Depository Company and Promoter. Bankia Give a pension is the Managing Entity.
Discover tax advantages of saving with pension plans