Pension fundsMerchpensión FP

Invest in Merchpension FP

Fixed income pension fund denominated in euros, managed according to the Prisma philosophy.

Invest in public debt denominated in euros, in any of its modalities. The fund's investments are diversified, in terms of their duration, in the short, medium and long term. Consequently, the profitability provided by Merchpension does not necessarily follow the evolution of short-term interest rates.

The investment policy actively seeks medium-term conservative investment growth. The investor must consider his or her investment for the medium term and assume the risk involved in the established investment policy. Past returns do not guarantee future returns.
Type of fund
Fixed Income
Value Date
17.06.2024
Net asset value
19.33 €
Return YTD
1.44 %
Net assets
7,824,397 €
Inception Date
30.12.1988
Cumulative Return
221.67 %
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Merchpensión FP

General Information

  • Currency

    EUR

  • DGS fund code

    F0063

  • Minimum investment

    None

  • DGS plan code

    N0123

  • Inception date

    30/12/1988

Distribution of Assets

  • Minimum Fixed Income / Liquidity

    100 %

  • Maximum Equities

    -

Fees

  • Management

    0.75 % on net assets

  • Subscription

    No fee

  • Depositary

    0.10 % on net assets

  • Redemption

    No fee

  • Transfer

    No fee

Why invest in pension funds?

A commitment to saving

Pension funds are a form of savings that allows you to supplement your Social Security pension. What’s more, they offer encouraging tax benefits, as contributions made annually can be deducted from the Income Tax base as long as they do not exceed 30% of your net income from work and 1,500 euros per year,

in compliance with existing regulations.

This means making a long-term commitment to oneself, as contributions made to pension funds cannot be withdrawn until retirement, unless there are contingencies of disability, dependency or death.

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