Pension fundsMerchpensión Global FP
Invest in Merchpensión Global FP
Global pension fund denominated in euros, managed according to the Prisma philosophy.
The investment policy actively seeks long-term investment growth. The investor must consider his or her investment for the long term and assume the risk involved in the established investment policy. Past returns do not guarantee future returns.
- Type of fund
- Global
- Value Date
- 20.03.2025
- Net asset value
- 30.17 €
- Return YTD
- 2.88 %
- Net assets
- 67,479,733 €
- Inception Date
- 20.12.1996
- Cumulative Return
- 402.02 %
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Merchpensión Global FP
General Information
-
Currency
EUR
-
DGS fund code
F0451
-
Minimum investment
None
-
DGS plan code
N1175
-
Inception date
20/12/1996
Distribution of Assets
-
Minimum Fixed Income / Liquidity
No Limit
-
Maximum Equities
No Limit
Fees
-
Management
1.50 % 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This means making a long-term commitment to oneself, as contributions made to pension funds cannot be withdrawn until retirement, unless there are contingencies of disability, dependency or death.
