LIFE VARIABLE SAVINGS > Heritage Fund
Patrimonio Fondo Insurance, is a savings product with many advantages.
It is designed for savers and / or investors to medium and long term looking for an attractive financial-fiscal profitability and who want to be adapting his heritage to the evolution of the markets and to his own personal needs.
PATRIMONIO FONDO
Details
A life insurance policy that is worth six
- Total flexibility and diversification, an upfront premium of EUR 3,000 to EUR 1,200 more expected premium or an upfront premium of 6,000 euros, can be distributed among the 6 funds according to your needs. Also, you can perform periodic premiums and additional internal and make transfers between funds to rebuild the investment.
- Possibility to carry out rescues from the third month and request advances with return on the policy from the first year.
- In addition to saving for your future, you’ll have the peace of mind of having a life insurance policy with the main guarantees and hedges.
A “team” full
- European Money Market: European Money Market: Fund in money market assets and other assets in the short and medium term. Aimed at investors who want to avoid risks of any nature (minimal risk), and may reach a higher level of profitability to the rate of inflation.
- European fixed-income: Fund in fixed-income assets, aimed at investors who want to position itself in the market of european fixed income looking for a higher level of profitability to the European money market fund.
- Spanish Variable Income: Fund equity assets issued by Spanish companies. Aimed at investors who want to position itself in the market of Spanish variable income looking for a higher level of profitability to the Ibex 35, assuming the risk inherent in the investment in the stock market
- European equities: Fund equity assets issued by European companies. Aimed at investors who want to position itself in the market of european variable income looking for a higher level of profitability to the DJ index Eurostoxx50, assuming the risk inherent in the investment in the stock market.
- International equities: und equity assets issued by international companies. Aimed at investors who want to position itself in the market of international equities looking for a higher level of profitability to the MSCI World Index Euro, assuming the risk inherent in the investment in the stock market. Without coverage of the currency.
- Senior Mixed: Global Fund. In Fund assets of the same features as the previous funds. Aimed at investors who want to maximize your capital looking for a final management adapted to the conditions of the market, but without taking excessive risk, based on the diversification.
Personalised Advice
- Patrimonio Fondo offers different combinations and different possibilities. When choosing where to invest, you are not alone, our advisors, once studied your profile, you will be offered the combination that best suits your needs, diversifying your investment and optimizing profitability.
Legal Notice
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Insurance Conesa&Villar is committed to respect and facilitate the exercise of the rights of access, rectification, cancellation and opposition on the part of the user, in the terms and within the limits laid down in the arts. 23 To 36 of the ‘Real Decreto’ 1720/2007, which develops the ‘Ley Orgánica’ 15/1999, for the ‘Protección de Datos de Carácter Personal’.
The user may exercise the rights described above, as well as revoke the different consents that he may have rendered by the LOPD this clause, by sending a letter by regular mail to C/ Wssel de Guimbarda, 10, Cartagena, 30201, Murcia, or by sending an email to the following address: info@segurosconesavillar.com
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