Balanced portfolio

The balanced portfolio is a discretionary portfolio for investors who prefer to delegate their investments to BBVA experts. Some people prefer to delegate part of their portfolio to experts to keep part of their money more stable and the rest to invest in future trends.The balanced portfolio is one of the three discretionary portfolios managed by BBVA in Switzerland, portfolios which have absolute returns and can invest in both equities and fixed income. The main difference between it and the other two (moderate and determined) is that it has a medium risk, i.e. it is neither conservative nor determined.


Balanced portfolio
Why invest in Balanced portfolio?

Why invest in Balanced portfolio?

The balanced portfolio is designed for investors who seek returns that are higher than those of the market in the medium-long term and who are willing to admit average levels of volatility in the portfolio in that period of time.

  • It is structured for clients who want a balance between risk and return.
  • The fixed income portfolio is different in that it cannot invest in equities, while the moderate, balanced and determined portfolios can.
  • This portfolio has a high level of flexibility to invest in different assets, but has a maximum investment in equities of 66%.
  • Although the percentage of investment in equities since its launch has been around 20%.
  • The vehicle to invest in this portfolio is the Balance Sicav Portfolio.
To invests

Past performance of Balanced portfolio

The graph shows a comparison between the balanced portfolio and the moderate (more conservative) and determined (riskier) portfolios. It also shows how it compares to other investment assets.