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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.
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.
