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Overall figures

ASSETS UNDER MANAGEMENT

Our assets

* including all products

(€) Millions

2016
1.378
2017
1.403
2018
1.329
2019
1.371
2020
1.277
2021
1.284
data as of dic. 31 2021

Our products have been among the most profitable in the last 20 years

Types of pension plans in Spain (Inverco)

Employment System
3.53%
Short Term Fixed Income
0,88%
Long Term Fixed Income
1,80%
Mixed Fixed Income
1.82%
Mixed Variable Income
3.11%
Variable Income
4.19%
Guaranteed
3.79%
Mutuality
5.00%

Unguaranteed profitability. Past performance does not ensure future profitability

Our products compared to inflation over the last 15 years

2007 – 2021
Loreto Optima
18.86%
Mutuality
35.20%

Composition of assets