Pension Plans

Planes de Pensiones

The pension plan is a long-term saving product with the main aim of generating savings for retirement, either as capital gains or rents. This product’s tax advantage is that every contribution to it is exempt from Personal Income Tax (PIT) in the Income Tax Declaration during the whole working life.

Trea AM offers a wide range of pension plans based on different strategies:

TREA CONSERVADOR

TREA HORIZONTE

TREA IMPULSO

TREA CRECIMIENTO

TREA TRANQUILIDAD

TREA CONSERVADOR

Trea Conservador is a pension plan designed for long-term investors. This is a flexible and mixed fund that invests in all the different segments of fixed income, maintaining an average credit quality. Moreover, this vehicle can maintain up to 30% exposure to equity markets, preferably Spanish and European ones.

TREA HORIZONTE

Trea Horizonte is a pension plan that invests mainly in fixed income assets in medium and long term. This is a fund for investors who have a time horizon over two years and are seeking to increase the value of their capital without taking a high risk.

TREA IMPULSO

Trea Impulso is a pension plan intended for long-term investors (more than 5 years). This fund invests up to 75% in equity markets, with an investment portfolio mainly focused in listed companies in Europe. The remaining part of the total assets can be invested in fixed income assets.

TREA CRECIMIENTO

Trea Crecimiento is a pension plan designed for long-term investors (more than 5 years). This fund invests at least 75% in global equities, and the remaining part of the total assets can be invested in fixed income assets. This fund’s aim is to increase the value of participants’ capital through the selection of attractive, properly managed companies, that have a high growth potential.

TREA TRANQUILIDAD

Trea Tranquilidad is a pension plan intended for short-term investors (up to 2 years). This is a flexible fund that is able to invest in all the different segments of fixed income, under a conservative approach.

Reports
Documents
Performance

Plan Pensiones

Name
DGS key
Date
Name
TREA CONSERVADOR
ISIN
N0231
Date
16-05-2022
NAV
No. of Shares
Shareholders
Aum
Name
TREA HORIZONTE
ISIN
N1051
Date
16-05-2022
NAV
No. of Shares
Shareholders
Aum
Name
TREA IMPULSO
ISIN
N1634
Date
17-05-2022
NAV
No. of Shares
Shareholders
Aum
Name
TREA CRECIMIENTO
ISIN
N2541
Date
17-05-2022
NAV
No. of Shares
Shareholders
Aum
Name
TREA TRANQUILIDAD
ISIN
N2872
Date
17-05-2022
NAV
No. of Shares
Shareholders
Aum
Name
PROMOCIÓN 1, PPEPC
ISIN
N2823
Date
16-05-2022
NAV
No. of Shares
Shareholders
Aum
Name
VALUE TREE DEFENSIVO, PP
ISIN
N4636
Date
16-05-2022
NAV
No. of Shares
Shareholders
Aum
Name
VALUE TREE DINÁMICO, PP
ISIN
N5217
Date
17-05-2022
NAV
No. of Shares
Shareholders
Aum