Fixed-Income Portfolio

The fixed income 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 fixed income portfolio is one of the four discretionary portfolios managed by BBVA in Switzerland. The main difference from the other three is that this portfolio does not invest in equity products.


Fixed-Income Portfolio
Why invest in the fixed Fixed-Income Portfolio?

Why invest in the fixed Fixed-Income Portfolio?

The main objective of the fixed income portfolio is to maintain your capital. It is intended for investors who seek positive returns and management with a bias towards capital protection in the fixed income market in the medium-long term, but who are only willing to admit low levels of volatility in the portfolio during this period of time.

This portfolio invests most of its assets in fixed income instruments, either directly or through derivative instruments, making up a diversified debt portfolio.

  • Fixed income as a whole is an asset that is considered to be conservative.
  • This portfolio invests most of its assets in fixed income instruments, either directly or through derivative instruments, making up a diversified debt portfolio.
  • It is mainly made up of debt, that is, bonds and obligations issued by states and/or private companies seeking to borrow.
  • Investments can also be made in issues of sovereign debt, of corporate or private companies, ‘high yield’, or convertible bonds.
  • The vehicle to invest in this portfolio is the Fixed Income Sicav Portfolio

Past performance of Fixed Income Sicav porfolio:

News about Fixed-Income Portfolio

Fixed income investment: financial security for the future

Planning your finances so that in the future they secure your current lifestyle is a smart decision and to make it properly it is vital to know the types of investments available in the financial market. One of the most popular is fixed income, which offers long-term sustained payments and has less volatility.

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Five top advantages of the discretionary mandate for investors

There is a very large universe of portfolios and investing options at the moment. But there are major economic imbalances as well, so it is vital to ensure that your investments are managed efficiently. Here are five top advantages of the discretionary mandate for investors.