Plan de Pensiones Individual Fonditel

Fonditel Individual Plan: the perfect combination for those who know how to wait

DGSFP: N1167 | Renta variable mixta

If you have time to invest in your future, your best option is a pension plan that combines fixed and variable income assets. That way, you can achieve the best benefits from both types of investments with a Mixed Equity Plan. The Fonditel Individual Plan is characterized for adapting to your savings needs thanks to its flexibility. Furthermore, it optimizes the profitability of your savings in the long term with a medium-high risk. The time is now, don’t let it pass you by.

Plan de Pensiones Individual Fonditel

General information del Plan de Pensiones Individual Fonditel

Net asset value

46,48144170

Patrimony (thousands)

82.206,84

Participants

2.852

19/03/2019

Date

6,51%

Annual Profitability

9,62 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

1

annual

3

annual

5

annual

10

annual

Plan de Pensiones Individual Fonditel

-1,31%

3,14%

3,22%

4,46%

Weighted average of plans in the same category

-1,24%

3,80%

2,29%

5,20%

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

Performance benchmark

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

Annual benchmark comparison

Max. Monthly Profit

3,43%

Max. monthly loss

-3,06%

Average monthly gain

1,11%

Average monthly loss

-0,96%

Volatility 12 months

6,37%

Profitability Plan de Pensiones Individual Fonditel

Performance benchmark

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

Graphic portfolio composition del Plan de Pensiones Individual Fonditel

Cash position

Derivatives exposure

General information del Plan de Pensiones Individual Fonditel

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.