Profiled pension plans

Boy talking for the mobile phone. Planes profiled

About

With the suitable combination of assets at all times according to the risk profile and of the situation of the international markets.

Drawing of a table of statistics

The components of this range are:

  • Bankia Cauto

    Category

    Mixed fixed-income

    Risk level

    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7

    Low

    High

    Initial Investment

    30

    Return in the year *

    0.79

    *To 17/08/2017

    • 2017

      0.79

    • 2016

      -0.78

    • 2015

      0.79

    • 2014

      0.58

    • 2013

      5.16

    • 2012

      2.42

    • 2011

      0.03

    • 2010

      -1.74

    • 2009

      5.79

    • 2008

      -4.42

    • 2007

      0.01

    • 2006

      0.74

    • 2005

      3.25

    • 2004

      2.46

    • 2003

      3.81

  • Bankia Moderado

    Category

    Mixed fixed-income

    Risk level

    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7

    Low

    High

    Initial Investment

    30

    Return in the year *

    2.06

    *To 17/08/2017

    • 2017

      2.06

    • 2016

      0.22

    • 2015

      1.85

    • 2014

      2.23

    • 2013

      5.57

    • 2012

      3.8

    • 2011

      -1.99

    • 2010

      1.67

    • 2009

      6.13

    • 2008

      -9.68

    • 2007

      0.18

    • 2006

      2.03

    • 2005

      5.48

    • 2004

      3.75

    • 2003

      4.59

    • 2002

      -4.87

    • 2001

      -2.55

    • 2000

      -0.61

    • 1999

      3.83

    • 1998

      11.67

    • 1997

      12.17

    • 1996

      15.47

    • 1995

      12.83

    • 1994

      -2.68

    • 1993

      14.91

    • 1992

      8.78

    • 1991

      10.49

    • 1990

      11.23

    • 1989

      10.47

  • Bankia Flexible

    Category

    Mixed variable income

    Risk level

    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7

    Low

    High

    Initial Investment

    30

    Return in the year *

    3.4

    *To 17/08/2017

    • 2017

      3.4

    • 2016

      -0.34

    • 2015

      2.12

    • 2014

      1.97

    • 2013

      9.81

    • 2012

      7.66

    • 2011

      -6.3

    • 2010

      3.03

    • 2009

      10.57

    • 2008

      -23.6

    • 2007

      1.09

    • 2006

      5.51

    • 2005

      8.46

    • 2004

      2.95

    • 2003

      5.3

    • 2002

      -15.77

    • 2001

      -8.47

    • 2000

      -0.27

    • 1999

      5.83

  • Bankia Dinámico

    Category

    Mixed variable income

    Risk level

    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7

    Low

    High

    Initial Investment

    30

    Return in the year *

    4.81

    *To 17/08/2017

    • 2017

      4.81

    • 2016

      -0.1

    • 2015

      4.17

    • 2014

      2.02

    • 2013

      12.7

    • 2012

      7.8

    • 2011

      -8.08

    • 2010

      2.7

    • 2009

      19.17

    • 2008

      -32.84

    • 2007

      -0.59

    • 2006

      7.97

    • 2005

      10.85

    • 2004

      2.57

    • 2003

      6.82

    • 2002

      -23.66

    • 2001

      -14.44

    • 2000

      -2.25

    • 1999

      6.88

    • 1998

      26.57

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.

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Complete catalogue of pension plans