Discretionary Portfolio Management
Discretionary Portfolio Management
Our Private Banking customers have access to two excellent management entities:
- BanSabadell Investment successfully manages portfolios comprised of the best funds from SabadellAtlántico and external management companies, which are perfectly adapted each customer's risk profile.
- Ibersecurities S.V. has an excellent day-to-day track record in the management of different domestic and international equity securities portfolios, and also offers the possibility of creating and manage portfolios fully tailored to our cusotmers' requirements.
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Fund portfolios managed
Discover some of the best funds from Bansabadell Investment and external management companies:
* Under current market conditionsAnnual volatility objective Long-term expected profitability* Investment policy
(how it is built)V2 Profile 1.5% 2.92% Based on Collective Investment Schemes (I.I.C.) predominantly comprised of short and long-term monetary and fixed income assets in euros with a reduced presence in equity from the main international stock markets. V4 Profile 3.5% 3.59% As a Collective Investment Schemes (I.I.C.) portfolio that combines short and long-term monetary and fixed income assets in euros with equity from the main international stock markets. V7 Profile 6.5% 4.51% As a Collective Investment Schemes (I.I.C.) portfolio that combines, in a well-balanced manner, short and long-term monetary and fixed income assets in euros with equity from the main international stock markets. V12 Profile 11.5% 5.77% As a Collective Investment Schemes (I.I.C.) portfolio that combines a significant presence in equity from the main international stock markets, with both short term and long-term fixed income. V18 Profile 18% 6.20% As a Collective Investment Schemes (I.I.C.) portfolio exclusively comprised of equity from the main international stock markets. R10 Profile Between 2% and 3% Equivalent to the AFI Repo index plus 200 basic points As a Collective Investment Schemes (I.I.C.) portfolio comprised of international monetary, fixed income and equity assets with a maximum limit of 30%. - Securities portfolios
Discover portfolios with outstanding securities from Ibersecurities S.V.:
5 Domestic Model Portfolio, invests in: 5 Spanish securities specially selected from amongst those which have high appreciation potential in the medium term. This is a dynamic portfolio with the objective of surpassing the IBEX. High Profitability Portfolio, invests in: 5 securities from amongst those listed on the Spanish stock market which offer high profitability per dividend as well as strong fundamentals. Domestic Model Portfolio, invests in: Offers wide portfolio diversification as it is comprised of around 20-25 securities selected from those with high medium-term revaluation potential. Ibersecurites EUROSTOXX 50, invests in: Securities exclusively from the EUROSTOXX 50 index
Offers wide portfolio diversification as it is comprised of approximately 20-25 securities.Discretionary Portfolios, invests in: Products according to customer preferences: domestic and international equity, domestic and international fixed income, financial derivatives, etc.