Plan de Pensiones Individual Fonditel Red Básica

Fonditel Red Básica: Less and less time? Save more and more

DGSFP: N1742 | Renta fija mixta

The time to retire comes for all of us. If yours is close, this plan will help you make the most of your savings. The Fonditel Red Básica Individual Pension Plan combines an investment of 85% in Fixed Income and 15% in Equities, which offers a high potential for obtaining benefits in the short term. A combination that you can adapt to your needs to increase your capital without taking major risks. The time to prepare for your future is now.

Plan de Pensiones Individual Fonditel Red Básica

General information del Plan de Pensiones Individual Fonditel Red Básica

Net asset value

16,29412604

Patrimony (thousands)

78.845,79

Participants

2.274

19/03/2019

Date

2,60%

Annual Profitability

5,23 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 Básica

1

annual

3

annual

5

annual

10

annual

Plan de Pensiones Individual Fonditel Red Básica

-0,88%

0,50%

1,30%

2,94%

Weighted average of plans in the same category

-1,68%

0,74%

0,60%

2,27%

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 Básica

Performance benchmark

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

Annual benchmark comparison

Max. Monthly Profit

1,50%

Max. monthly loss

-0,97%

Average monthly gain

0,44%

Average monthly loss

-0,36%

Volatility 12 months

2,31%

Profitability Plan de Pensiones Individual Fonditel Red Básica

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 Básica

Cash position

Derivatives exposure

General information del Plan de Pensiones Individual Fonditel Red Básica

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.