Inversiones gestionadas por nuestros expertos
Nuestro equipo de profesionales expertos en mercados e inversión se encargan del 100% de la gestión de tu cartera de fondos de inversión.
Contamos con un modelo de inversión propio que combina una estrategia avanzada y personalizada para generar propuestas de inversión adaptadas al perfil de cada cliente. Es importante tener en cuenta que los productos contratados en este servicio son fondos de inversión que conllevan riesgos y pueden suponer pérdidas en el capital invertido.
Get a 2% Bonus
Enjoy a 2% cash bonus on the contributed amount, with a maximum bonus limit of €6,000. The minimum initial investment is €60,000, with a commitment to remain for 30 months. Promotion valid until May 31, 2026!
ABANCA Balanced Portfolio: Investment Strategy
The strategy of the ABANCA Balanced Portfolio consists of tactically adapting your investment to the four main phases of the economic cycle (prosperity, recession, inflation, and deflation).
Our experts identify the phase of the cycle and build a balanced portfolio, weighting 4 blocks of assets according to the key variables of growth and inflation, seeking the best combination to take advantage of market opportunities in any environment and achieve long-term balance.
Portfolio Features
Investor Profile
Time Horizon
Initial Capital
Smart Investing
(*) VaR: Value at Risk, annual at 95% confidence. It is a risk management measure whose figure indicates the maximum expected loss over one year with 95% confidence.
Remember that you can access your investment by requesting a partial or total cancellation of the service. Please note that the reimbursement of shares in investment funds will take a few days from the time you request it. If you cancel the service before the recommended time horizons, the risk of losing the invested capital may increase.
See the full information on the risks of investment products and other features at the bottom of the page
Portfolio Fees
For the Discretionary Portfolio Management service, you can choose between two types of fees. In both cases, you must add the costs of the funds in which you invest, although you will have access to "clean share classes" with lower fees.
Fees will be increased by the applicable VAT. The maximum cost of the service is:
- Fixed Rate: A maximum of 0.95% per year on managed assets (which amounts to 1.15% including VAT).
- Mixed Rate: A maximum of 0.80% fixed per year (0.97% including VAT), plus a variable fee of 10% on capital gains (12.1% including VAT).
Let's talk about your future
If you believe that the ABANCA Equilibrio Portfolio aligns with your investment goals, our team of managers is at your disposal to provide you with all the information you need, with no obligation.
ABANCA Portfolios
ABANCA Future
ABANCA Responsible
ABANCA Combined
ABANCA 360
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Information regarding the main characteristics and risks of investment funds can be found in the explanatory brochure and in the Key Investor Information Document (KIID) for the fund, which is available to you, along with the rest of the required legal documentation, at the offices, at the Management Company, as well as on the CNMV website and on this website.
ABANCA Corporación Bancaria S.A. (ABANCA) warns that all information published in this section has been prepared by ABANCA, using third-party sources for certain content, and has been prepared without taking into account the user's personal and specific information. Therefore, under no circumstances does it represent an opinion, estimate, prediction, recommendation, or investment advice from ABANCA or third parties.
The information is provided exclusively for informational and advertising purposes and should not be considered a determining factor for the investor's decision-making. ABANCA will not be liable for any direct or indirect losses caused by the use of the information presented here. The reproduction or distribution of the information contained herein by any means is strictly prohibited without prior authorization from ABANCA.
The acquisition of financial instruments involves risks of various types that must be assumed by the investor and may result in losses of the capital invested by the investor, including the possible total loss of the invested capital. You may access your investment by redeeming your shares in the investment funds within a few days, assuming any potential gains or losses.
It is important to consider the portfolio's investment horizon, as requesting the cancellation of the service before the recommended horizon ends may involve assuming a higher risk of loss of the invested capital.
The nature and scope of the risk will depend on the type of instrument. In summary, the main risks an investor must assume are: price risk, currency risk, credit risk, interest rate risk, and liquidity risk. Other risks arise from a wide variety of sources and circumstances: political, economic, and social environments in general.
Promotion conditions: Offer valid until December 31 for contributions to new Discretionary Portfolio Management Contracts opened up to thirty days before joining the promotion, through cash contributions that represent an increase in the client's overall position in ABANCA in accordance with the promotion conditions. A cash payment of 2% of the amount raised will be made, provided that the minimum total committed entry amount ("Minimum Amount") is reached, with a maximum bonus of €6,000. Minimum investment and maintenance of €20,000 in the case of ABANCA 360 Portfolio and €60,000 for ABANCA Equilibrio Portfolio, ABANCA Responsible Portfolio, and ABANCA Futuro Portfolio, with a commitment to remain for 30 months for €60,000.
