BBVA Multi3strategia portfolio is a service where you delegate the management of your portfolio to BBVA, meaning your management of any capital you invest in it is minimal. BBVA will invest this asset in a portfolio made up of three funds. It is designed for long-term investments, although you can withdraw the money whenever you need it, with any gains or losses accumulated until that time.
Before investing, we will conduct a suitability assessment where we will ask you about your knowledge and experience, investment goals, risk tolerance, sustainability preferences and financial situation. Based on your investor profile, we will assign you the sample portfolio that suits your profile from among the five risk profiles that exist: very low (currently not marketable), low, medium, high or very high.
Documentation: you can view the contract associated with the discretionary management service for fund portfolios (CII) (called the BBVA Multiestrategia Portfolio). We will generate the contract with your personalized data.