Plan de Pensiones Individual Fonditel Red Activa

Fonditel Red Activa: tomorrow always comes. Get ready today

DGSFP: N1743 | Renta variable

When it comes to saving for your future, having time is always an advantage. Having a long investment period allows you to accept a high risk tolerance, and that works to your favour. That’s why the Fonditel Red Activa individual pension plan offers you high long-term profitability. It is shown, in the long term, that investment in variable annuity can yield good returns, as market risks are counteracted over time. Start benefiting from its advantages today.

Plan de Pensiones Individual Fonditel Red Activa

General information del Plan de Pensiones Individual Fonditel Red Activa

Net asset value

20,76760287

Patrimony (thousands)

75.665,17

Participants

3.133

19/03/2019

Date

11,58%

Annual Profitability

6,54 APR

Historic Profitability

Potentially lower performance.

Lower risk.

Potentially higher performance.

Higher risk.

* This figure is indicative of the risk of the Plan and is calculated based on historical data; however, it may not be a reliable indication of the future risk profile of the Plan. Furthermore, there is no guarantee that the indicated category will remain unchanged, as it may vary over time.

Information required by the OM ECC/2316/2015 about financial product`s information and clasification

  • The payment of the benefit or exercise of the right of redemption is only possible in the event of occurrence of one of the contingencies or exceptional cases of liquidity as regulated by the regulations of pension plans and funds.
  • The value of the claims, benefits and exceptional circumstances for liquidity depend on the market value of the pension fund assets and may result in substantial losses.

Evolution of Net Asset Value

Historic Profitability del Plan de Pensiones Individual Fonditel Red Activa

1

annual

3

annual

5

annual

10

annual

Plan de Pensiones Individual Fonditel Red Activa

-1,70%

6,40%

4,96%

5,88%

Weighted average of plans in the same category

-0,17%

7,16%

5,25%

9,00%

Weighted average of all individual system plans

-1,08%

2,12%

1,78%

3,74%

Average inflation

1,10%

1,71%

0,63%

1,22%

According to Inverco on 28/02/2019. Past performance is no promise or guarantee of future performance.

Profitability of plan between dates

Monthly benchmark comparison

Profitability Plan de Pensiones Individual Fonditel Red Activa

Performance benchmark

Information refered to the Fund. Data updated on 28 de febrero de 2019

Annual benchmark comparison

Max. Monthly Profit

5,93%

Max. monthly loss

-6,10%

Average monthly gain

1,97%

Average monthly loss

-1,98%

Volatility 12 months

11,63%

Profitability Plan de Pensiones Individual Fonditel Red Activa

Performance benchmark

Information refered to the Fund. Data updated on 28 de febrero de 2019

Graphic portfolio composition del Plan de Pensiones Individual Fonditel Red Activa

Cash position

Derivatives exposure

General information del Plan de Pensiones Individual Fonditel Red Activa

Fund Management Team Composition

Fund Management Team Composition

Pension Plan Management Team

A team that is young but very experienced, attentive and independent. With a multidisciplinary focus to carry out active, agile and flexible management.