Pension fundsMerchpensión Global FP

Invest in Merchpensión Global FP

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

Invest in equities and bonds from any world market, mainly from the OECD countries and, therefore, in any currency. The allocation in equities and bonds, as well as in currencies, is not limited.

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
02.12.2021
Net asset value
28.28 €
Return YTD
23.26 %
Net assets
70,782,346 €
Inception Date
20.12.1996
Cumulative Return
370.52 %
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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 8,000 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This means making a long-term commitment to oneself, as contributions made to pension funds cannot be withdrawn until retirement, unless there are contingencies of disability, dependency or death.

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