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With this mixed-investment pension scheme, the investment allocation is 75% in fixed income and 25% in global equity. Out of the funds invested, no more than 30% will be allocated to equity.
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[F12] [Individuals - Pension plans] Mixed investment
VidaCaixa’s mixed pension schemes combine fixed-income pension schemes and equity pension schemes. They've been created to offer a greater return and savings in the long term, but without promotions. Check our products to find an easy and transparent way to invest your savings and improve your standard of living with important tax benefits in the Income Tax Return. We guide you during your first steps towards your future, to help you build a nice nest egg for your future.
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[F23][Productos] Individuals - Pension plans - Mixed Investment
Make a return on your savings with our mixed-income schemes
With this mixed-investment pension scheme, the investment allocation is 75% in fixed income and 25% in global equity. Out of the funds invested, no more than 30% will be allocated to equity.
The investment in equity will be larger in this case, setting the minimum to 50% of the funds.
The aim is to allocate 75% to global equity and keep the other 25% in fixed income.
The risk of this mixed-investment pension scheme lies in the exposure to emerging markets, but also to equity and foreign-exchange risks.
This investment is adjustable depending on the terms and preferences and the funds invested in equity can range 20% to 60%.
The aim of this scheme will be to keep 60% of the investment in fixed income and 40% in global equity.
Euribor will be the investment benchmark. This scheme aims to yield a return above the Euribor for a year.
The exposure to equity is lower, but the investment also depends on fluctuations in the interest rate, currencies and liquidity.
This portfolio keeps 50% of the investment in fixed income and 40% in global equity. The remaining 10% of the funds are for liquidity.
With this plan, 50% of your savings will be invested in income tax, whereas the other half is equally divided between liquidity and equity.
The equity exposure may vary from 5% to 30%.
With this mixed pension scheme you can invest 8% of the funds in equity and the rest in fixed income, deposits and other monetary assets.
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[F18] Benefits - Pension plans - Mixed Investment
Get a good return on your savings without taking too many risks. Your diversified portfolio manages to cushion fluctuations in the stock exchange and combines fixed income with equity.
Make the most of the tax reliefs that come with a mixed pension scheme as it’s the only financial product that is eligible for income tax relief.
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A mixed pension scheme is a product that combines different investment strategies to find a balance between return and safety. Investments are made in both fixed-income assets and equity.
Mixed-income pension schemes are similar to other types of pension schemes, but in the mixed case, they combine different investment strategies: fixed-income and equity.
The same as with any other financial product, mixed pension schemes also have their own risks. The positive side is that depending on the investor risk profile, you can shift the percentage of investment towards safer or riskier assets.
These mixed pension schemes are recommended for people aged 40 to 50. The percentage of investment in equity will be larger or smaller depending on the years left until your retirement.
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