Investment funds

Male watching laptop. Investment funds

Specific funds for Bankia's Private Banking clients

We put at your disposal a range of own funds to help him to optimise its investment, from investment funds of fixed income until variable or multistrategy income funds

  • Bankia Índice S&P 500, FI Clase Plus

    Category

    CII THAT REPLICATES AN INDEXES

    Risk level

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

    Smaller Risk

    Major Risk

    Initial Investment

    50,000

    Annual return

    17.99

    01/01/2019 to 07/21/2019

    • 2019

      17.99

    • 2018

      -8.13

    • 2017

      18.58

    • 2016

      10.37

    • 2015

      -0.01

    • 2014

      12.31

    • 2013

      29.89

  • Bankia Gestión de Autor, FI Clase Universal

    Category

    GLOBAL

    Risk level

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

    Smaller Risk

    Major Risk

    Initial Investment

    100

    Annual return

    8.18

    01/01/2019 to 07/18/2019

    • 2019

      8.18

    • 2018

      -11.29

    • 2017

      5.2

    • 2016

      4.82

    • 2015

      -0.97

    • 2014

      -

    Rating MorningStar

    • Estrella
    • Estrella
    • Estrella
    • Estrella
  • Bankia Evolución Moderado, FI Clase Universal

    Category

    CII OF RETURN ABSOLUTE

    Risk level

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

    Smaller Risk

    Major Risk

    Initial Investment

    100

    Annual return

    6.33

    01/01/2019 to 07/17/2019

    • 2019

      6.33

    • 2018

      -7

    • 2017

      1.39

    • 2016

      -0.13

    • 2015

      0.39

    • 2014

      4.14

    • 2013

      0.5

Boy with suit. Custom-made investment fund

We have an investment fund customised

Portfolios Funds Model

In Bankia Private Banking him advise in the selection of the type of investment that better is adapted to its profile. Our model portfolio range of funds, that they have a historic one of consistent returns over time, him offer flexibility and access to all the financial assets

Male with suit. Manager assets

Have the skilled advice of its assets manager

It can interest him...

  • Fondo a Fondo magazine

    All the information of the funds and Bankia pension plans: novelties, complete and recommendations notes of baskets of product for profiles of investment.

  • SICAVs of funds

    To invest in baskets of funds with the tax advantages of a SICAV. See with its manager about this investment alternative.

  • Share prices

    See all the information of the markets completely updated on: contributions, currencies, bonds, raw materials, etc.

  • State of position:

    Is part of the public documentation that informs to the shareholder of the movements because of subscriptions or reimbursements deep down.

  • Euribor:

    (Euro Interbank Offered Rate). Interest rate of reference for the area Euro.

  • Date of record of the fund in the CNMV:

    Is the moment starting from which an investment fund is authorised for its marketing, given that it has been registered in the records of the CNMV.