A portfolio of funds that combines 3 strategies, we tell you in this video.

 

What are BBVA Multi3strategia portfolios

The BBVA Multi3strategia portfolios are a personalized service of BBVA’s discretionary management based on the risk profile of the investor

  • Personalized monitoring of the objectives and personal circumstances.
  • Active and flexible management. Able to adapt to changing market conditions.
  • Global and diversified portfolio. With a focus on long-term profitability.

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A portfolio according to your profile to meet your needs as an investor

Preserve capital, generate periodic returns and an investment that seeks to grow over time: these are the needs we take into account to distribute your assets. To respond to each of them, we have created an investment fund. Consult all the information on the composition of each portfolio according to the risk

  • Portfolio Very Low Risk Profile  
  • Very low risk
  • Portfolio Low Risk Profile    
  • Portfolio Risk Profile Medium    
  • Portfolio High Risk Profile    
  • Portfolio Very High Risk Profile  
  • Very high risk
  • Portfolio very low risk profile
  • This portfolio has a maximum exposure to the investment strategy fund of 10%

Capital Strategy Fund

Invests in assets that, with reasonable probability, protect nominal capital over a term of 1 to 3 years.

  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   3/7

Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Until 3%

Capital Strategy

  • We promote investments with an absolute return approach that seek discrete but positive returns in the long term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   3/7

Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Until 3%

Accumulation strategy

  • We look for periodic performance generating assets.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 10%

Investment Strategy

  • We focus on investments that seek greater opportunities to grow your investment in the longer term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   6/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 25%
  • Portfolio low risk profile
  • This portfolio has a maximum exposure to the investment strategy fund of 25%
  • fifty  

Capital Strategy Fund

  • Invests in assets that, with reasonable probability, protect nominal capital over a term of 1 to 3 years.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 10%

Capital Strategy

  • We promote investments with an absolute return approach that seek discrete but positive returns in the long term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   3/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Until 3%

Accumulation strategy

  • We look for assets that generate periodic returns.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 10%

Investment Strategy

  • We focus on investments that seek greater opportunities to grow your investment in the longer term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   6/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 25%
  • Portfolio medium risk profile
  • This portfolio has a maximum exposure to the investment strategy fund of 45%

Fund Accumulation Strategy

  • Invests in assets that aim to generate recurring income (dividends or coupons).
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, ie higher risk supported)   Up to 10%

Capital Strategy

  • We promote investments with an absolute return approach that seek discrete but positive returns in the long term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   3/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Until 3%

Accumulation strategy

We look for assets that generate periodic returns.

  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 10%

 

Investment Strategy

  • We focus on investments that seek greater opportunities to grow your investment in the longer term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   6/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 25%
  • Portfolio high risk profile
  • This portfolio has a maximum exposure to the fund investment strategy of 65%

Strategy Investment Fund

  • It invests in higher risk assets, mainly equities, absolute return and currencies with a strategic nature.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, ie higher risk supported)   Up to 10%

Capital Strategy

  • We promote investments with an absolute return approach that seek discrete but positive returns in the long term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   3/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Until 3%

 

Accumulation strategy

  • We look for assets that generate periodic returns.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 10%

Investment Strategy

  • We focus on investments that seek greater opportunities to grow your investment in the longer term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   6/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 25%
  • Portfolio very high risk profile
  • This portfolio has a maximum exposure to the investment strategy fund of 95%

Fund Accumulation Strategy

  • It invests in higher risk assets, mainly equities, absolute return and currencies with a strategic nature.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, ie higher risk supported)   Up to 10%

 

Capital Strategy

  • We promote investments with an absolute return approach that seek discrete but positive returns in the long term.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   3/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Until 3%

 

Accumulation strategy

  • We look for assets that generate periodic returns.
  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   4/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 10%

Investment Strategy

We focus on investments that seek greater opportunities to grow your investment in the longer term.

  • SRRI Risk Level or Synthetic Risk Indicator from 1 (Minor) to 7 (Major)   6/7
  • Annual maximum volatility A measure that indicates whether the net asset values ​​of the fund have been stable (values ​​closer to zero) or have changed significantly (higher values, that is, higher risk supported)   Up to 25%

We combine the three Strategy funds by virtue of how important these three needs are for each client, putting more or less emphasis on the protection of the investment, the generation of periodic returns or the maximization of long-term profitability accordingly.

The three funds are always present in the portfolio, although in different percentages according to the preferences expressed by the client and their capacity to assume risk, determined by the result of the suitability test.

Each of the three Strategy funds invests in national, international funds, EFTs and derivatives.

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Advantage

  • Actva and flexible management. Able to adapt to changing market conditions.
  • Global and diversified portfolio. With a focus on long-term profitability.
  • Asset Management. With the objective of smoothing losses in adverse market moments.
  • Fiscal efficiency. They have the tax advantages of investment funds, since they only pay when the reimbursement occurs and not while the savings are maintained in the same, or when a transfer is made to another fund *.
  • Excellence in the selection. Majority investment in international funds of third-party managers, selected for their management history.
  • Transparency. All relevant information on a monthly basis.
  • Flexibility. (Ability to make contributions and reimbursements) and liquidity (between 24 and 72 hours).
  • Personalized monitoring of the objectives and personal circumstances of the investor to, where appropriate, adapt his portfolio to the appropriate profile.

* Only for physical persons

  • Terms

  • Frequent questions

Initial minimum investment (IMI)

€ 60,000

commissions

Portfolio management commission

It is a percentage composed of:

– A fixed part: 0.65% per year for the profiles Very Low, Low, Medium (with a minimum 390 €); 0.75% per year for High and Very High profiles (minimum 450 €); it is charged semiannually on the effective value of the portfolio.

– Another variable: 5%, depending on the annual return of the portfolio and which is charged directly to the account associated with the fund.

Management fee and deposit of funds:

– Capital Strategy Strategy Committee: 0.25%.

– FI Accumulation Strategy Commission: 0.45%.

– Investment Strategy Committee FI: 0.65%.

Temporal horizon

More than 5 years

Geographical scope

Global Investment

Documentation

Check here the type contract of Multi3strategy Portfolios. In the contracting process we will generate it
personalized with your data.

contract type of Multi3strategy Portfolios

Are the percentages invested in each fund constant over time?

No. There are management bands that, respecting the maximum level of risk assigned to each of the five portfolios by profile, allow the investment to adjust to changing market conditions.

Are there investments that are common to all three Strategy funds?

No. The vocation of each fund is to meet one of the three objectives or strategies that define the needs of every investor. Therefore, in each of the funds investment decisions are made based on their objective and with the restriction of the maximum allowed volatility. Different needs are met with different investments.

Is there also active management within each of the funds Strategy?

Yes. We understand by active management the ability to adapt, both of each of the three funds and the Portfolio, to the changing market conditions. In other words, their investments are not static, but comply, within the limits of their assigned risk, with the market vision of BBVA Asset Management at all times.

In this sense, a monthly investment committee reviews the portfolios, the investment limits by risk profiles and analyzes potential changes both at the level of each fund and its weighting in the portfolio. Furthermore, on an ad hoc basis and if market conditions so advise, extraordinary committees may be convened.

How will I be able to follow and understand the performance and performance of my portfolio?

You will receive the following information promptly in your email:

– Monthly report of the manager

– Report of your BBVA Multi3strategy Portfolio

– Monthly monitoring video

– Videos by positioning change and possible relevant market events

Also entering bbva.es with your keys you can check the position of your portfolio and detail of the Strategy Funds, as well as the report of your BBVA Multi3strategia Portfolio.

Investment fund comparator

Do you want to invest in funds but do not know which one suits you best? This investment fund comparator will help you get a quick one that best suits your needs.

 

Investment fund simulator

Simulate indicative amounts for a periodic investment by choosing a category type, a periodic amount and a term.

 

Investment funds tools

See all the investment fund tools that we put at your disposal to help you define your investment strategy successfully.

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