Update your browser

Update your browser

You are using an old version of your browser. We recommend you update it or change browser for a better web experience.

Corporate
BranchesHelp
Contact us
  • Let us advise you on our personalised products:
  • Call the number
    +34 902 343 999  
    24 hours, every day

  •  

     

Discretionary Portfolio Management

Discretionary Portfolio Management

Depositos a Plazo

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.

  • Fund portfolios managed

    Discover some of the best funds from Bansabadell Investment and external management companies:

    Annual 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%.

    * Under current market conditions
  • 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.