Asset portfolio

Choose the type of portfolio that best suits you

Fixed income

Maximises the coupon or carry, minimizing volatility. Fixed income only.

Moderate

Positive returns in the long term with a maximum of 33% in equities

Balanced

Invests in all types of financial assets with a maximum of 66% in equities

Determined

Control risks without being tied to a benchmark. 100% equities

Growth

Significant returns assuming high volatilities. Minimum of 45% and maximum of 100% equities

Our Equities portfolios

Our Equities portfolios are also available in the SICAV version, vehicles that function as an investment fund and offer multiple advantages for the investor

  • Cost savings
  • Unlimited investment
  • Transparent
  • Daily liquid value
  • Highly regulated
  • Tax efficiency