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Latest news about our company and financial advice

Are pension plans the best complement to state pensions?

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 savers seeking a financial product to help them top up their future state pension, so as not to see their purchasing power reduced in what should be one of the… Read More »Are pension plans the best complement to state pensions?

Loreto Óptima and Plan Asociado earn the highest long-term rating from Morningstar

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 in Spain in terms of assets under management, has announced that its Loreto Óptima personal plan and its Plan Asociado have obtained the maximum rating for long-term products from Morningstar,… Read More »Loreto Óptima and Plan Asociado earn the highest long-term rating from Morningstar

Loreto Mutua joins ASCRI

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 SMEs in Spain. Madrid, 7 February 2017. Loreto Mutua, a non-profit organisation dedicated to social welfare in Spain, has joined ASCRI, the Spanish “Association of Capital, Growth and Investment” which… Read More »Loreto Mutua joins ASCRI

Loreto Optima, again among the 5 most profitable plans of the last decade

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 plan, has positioned itself among the 5 most profitable plans of the last decade in its category, with an average annual return of 3.57%, more than double the weighted annual… Read More »Loreto Optima, again among the 5 most profitable plans of the last decade

Loreto Mutua moves its headquarters

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 bridge. The decision on the change of site was ratified at the 2016 General Shareholders’ Meeting. It stems from the growth of the company, which will now be located in… Read More »Loreto Mutua moves its headquarters

What is volatility?

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 assets fluctuate. An asset that is not very volatile would therefore be one whose price fluctuates by only a little. Conversely, a highly volatile asset experiences very marked rises and… Read More »What is volatility?