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Preservation
The preservation of capital adjusted for inflation. Conservative approach both in the selection of assets that make up the portfolio and in their management.
Characteristics
– Portfolio made up mostly of bonds.
– Its main objective is capital preservation adjusted for inflation.
Volatility
Annualised volatility should not be more than 4%, a minimum volatility of 1% being allowed.
Benchmark Profitability
Euribor 12 Months + 1%.
Access conditions
– Minimum investment: €25,000.
– Minimum recommended investment horizon: 2 years.
If you would like to receive the "Asset Management by Investment Profile - Preservation" brochure, please fill in the form.
Customer Support Line
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
