Our investment funds
Funds primarily investing in debt instruments, generally seeking greater stability and lower volatility than equity investments.
Money market funds and fixed income
Investment funds that offer stability and predictability, as they consist of loans (in the form of listed bonds) to governments and companies in exchange for regular interest payments. An essential tool for those seeking to balance their portfolios, protect their wealth, and achieve consistent returns even in volatile market environments.
Multi-Asset Funds
Investment funds that combine fixed income and equity investments, offering a portfolio tailored to each client's risk profile with significant diversification. Mixed funds are characterized by their flexibility in allocating funds between fixed income and equities based on their valuation.
Equity Funds
Equity funds invest primarily in shares of listed companies. Investor returns in equities come from two sources: potential stock appreciation and dividend payments. This type of investment is considered to have greater long-term growth potential, but it requires a long investment horizon to absorb potential price drops and realize the expected returns.
Advantages of investment funds
By pooling a large number of clients into a regulated and supervised vehicle with a single strategy, these funds provide professional management for any portfolio, diversification, market access, and security. They are also tax-efficient instruments, especially for individuals.
Active management
and consistent
Funds managed by specialized teams with a rigorous investment process and continuous monitoring of risks and opportunities.
Real diversification
and controlled
Exposure to multiple assets, issuers and geographies, reducing volatility and improving the risk-return trade-off.
Efficient access
to global markets
Investment in opportunities that,
Individually, they would be difficult to achieve due to size and cost.
or operational complexity.
tax efficiency
and liquidity
Tax advantages for the participant
and possibility of refund
with a regulated, transparent and supervised framework.
PENSION PLANS
Investment vehicles with different philosophies and tax advantages for those looking to invest for retirement. Our pension plans aim for long-term appreciation to enhance savings over your working life.
2023 - Best Conservative Multi-Asset Fund Award
2022 - Best Aggressive Multi-Asset Pension Plan Award
2014 - Best Conservative Multi-Asset Fund Award
2015 - Best Aggressive Mixed Breed Award
2018 - EOS Award for Best Equity Pension Plan in Europe
2013 - Pension Growth Award for Best Moderate Mixed Pension Plan
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Differences in fund classes with currency hedges
FEDERAL SYSTEM
Your Questions, Answered
Clear answers to help you make informed financial decisions with confidence.
What fees exist and how are they applied?
Investment funds primarily charge a management fee, a custody fee, and other operating expenses necessary for their functioning. All fees are included in the fund's net asset value (NAV), so there are no additional charges outside of the product itself. Full details are available in the legal documentation.
How can I subscribe, redeem or change my investment?
Subscription, redemption, or modification transactions are carried out following the established procedure for each fund. We guide you through the entire process, confirming the terms, deadlines, and impact of each transaction before it is executed.
Can I change my Pension Plan?
Yes. Although there are limitations on withdrawals, transfers between Pension Plans are not limited.