Plan Pensión Creciente, P.P.
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Category "1" does not mean that the investment is risk-free
For conservative investors or those nearing retirement (100% Fixed Income).
What is it?
It is a short-term fixed-income investment fund that seeks to capitalise on the opportunities offered by the market:
The duration of the fund ranges from 2-4 years, making it a fund with very limited interest rate risk.
The fund invests in both public and private debt, preserving a high credit quality.
The minimum rating that managers will invest in will be paired to the Kingdom of Spain, although up to 25% of the fund may invest in issues of a lower quality.
The fund has almost no currency risk, as it can only hold 5% in a currency other than EUR.
Why invest?
It is aimed at customers looking to invest in the short and medium term with a view to preserving their capital while assuming moderate risk.
It is suitable for customers who wish to achieve a higher yield than a money market fund, assuming more risk as they invest in bonds with a longer maturity period. The average maturity of the portfolio is 3 to 5 years.
It is a good way of investing in foreign debt with a balanced portfolio that is expertly managed by the March A.M. team.
Profitability/Risk
Profitability scenarios |
Period 1 (1 year) | Period 2 (MID) | Period 3 (RHP) | ||||
|---|---|---|---|---|---|---|---|
| Minimum | Amount (EUR) | ||||||
| Rent. average annual (%) | |||||||
| Strain | Amount (EUR) | ||||||
| Rent. average annual (%) | |||||||
| Unfavorable | Amount (EUR) | ||||||
| Rent. average annual (%) | |||||||
| Moderate | Amount (EUR) | ||||||
| Rent. average annual (%) | |||||||
| Favorable | Amount (EUR) | ||||||
| Rent. average annual (%) | |||||||
Profitability of the selected period:
Latest net asset value: a fecha
PROFITABILITY *
| 1 month | 3 months | 6 months | 1 year | 3 years | ||
|---|---|---|---|---|---|---|
RISK *
| Volatility | |
|---|---|
* Data as of date:
Relevant data
- Fecha de lanzamiento:
- Comisión de gestión:
- Patrimonio:
- Administrador:
- Código identificador:
- Liquidez:
- Entidad gestora:
- Depositario:
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