– LORETO MUTUA’s personal plan is ranked as one of the best in its category, in the highly-competitive pension plan environment. – The 5-star maximum… Read More »Loreto Optima: Morningstar Inc. five-star plan.
The mutual company achieves an all-time high in assets under management, with €1.377 billion Madrid, 28 June 2017. Loreto Mutua, a non-profit independent institution specialising… Read More »Loreto Mutua achieves a 4.43% yield, double the market average
Madrid, 5 April 2017. More and more Spaniards are starting to save sooner with a view to maintaining their standard of living after retirement. Long-term… Read More »Are pension plans the best complement to state pensions?
Madrid, 16 March 2017. Loreto Mutua, an independent non-profit organisation specialising in retirement savings products and ranked among the leading institutions dedicated to social welfare… Read More »Loreto Óptima and Plan Asociado earn the highest long-term rating from Morningstar
ASCRI, the Spanish venture capital and private equity association, aims to promote the contribution of private equity to the economy and to the growth of… Read More »Loreto Mutua joins ASCRI
In this period, it has achieved an average profitability of more than 3.5% Madrid, 26 October 2016. Loreto Optima, Loreto Mutua’s individual mixed fixed income… Read More »Loreto Optima, again among the 5 most profitable plans of the last decade
Madrid, 29 June 2016. From 19 July the company’s offices will be at Paseo de la Castellana 40, 28046 Madrid, next to the Eduardo Dato… Read More »Loreto Mutua moves its headquarters
When we speak of the volatility of a financial asset, we refer to major variations in its price. Volatility refers to the magnitude with which… Read More »What is volatility?
Over the last ten years, it has achieved an average return of 5.21%, representing a cumulative increase of 36.23% above the CPI. Madrid, 29 April… Read More »Loreto Mutua records a return of 4.18% in 2015
Loreto Óptima (1.22%) and the Plan Asociado (1.42%) exceeded the average profitability of the Mixed Fixed Income market, which stood at 0.78% in 2015 Madrid,… Read More »The profitability of Loreto Óptima and the Plan Asociado exceeded the market average in 2015