Pension fundsMerchpensión Mixto FP

Invest in Merchpension Mixto FP

Balanced pension fund with a maximum allocation in equities of 25%, denominated in euros and 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 minimum allocation in fixed income and cash is 75%. The maximum allocation in equities is 25%.

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
Balanced
Value Date
12.04.2024
Net asset value
8.49 €
Return YTD
0.52 %
Net assets
14,687,463 €
Inception Date
23.12.2002
Cumulative Return
41.56 %
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Merchpensión Mixto FP

General Information

  • Currency

    EUR

  • DGS fund code

    F0970

  • Minimum investment

    None

  • DGS plan code

    N3020

  • Inception date

    23/12/2002

Distribution of Assets

  • Minimum Fixed Income / Liquidity

    75 %

  • Maximum Equities

    25 %

Fees

  • Management

    1.25 % 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This means making a long-term commitment to oneself, as contributions made to pension funds cannot be withdrawn until retirement, unless there are contingencies of disability, dependency or death.

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