BBVA Multi3strategia portfolio

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 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.

• Our professionals will actively manage and diversify the funds that make up your portfolio, changing the strategy to adapt to the market's behavior.
  

• Through the national funds that make up the portfolio, you will get access to global CIIs handled by internationally recognized fund managers.
• Flexibility when making contributions.
• You will be able to have your money, with any accumulated gains or losses, within 24 to 72 hours.
• You will benefit from the tax advantages of investment funds: only taxed when reimbursed in whole or in part.
• You can track the progress of your portfolio online, as well as receive a complete report every month.

The BBVA Multi3strategia Portfolio invests in three funds that are tailored to your needs:

• Estrategia Capital, FI (risk level: 3/7): investments with an absolute return focus that seek discrete but positive returns over the long term.
• Estrategia Acumulación, FI (risk level: 4/7): investments in assets that generate periodic returns.
• Estrategia Inversión, FI (risk level: 6/7): investments that seek out the best opportunities to make your investment grow in the longer term.

Your risk profile will determine the maximum percentage of investment in the highest risk fund (Investment Strategy):

• Very low risk profile: up to 10%.
• Low risk profile: up to 25%.
• Medium risk profile: up to 45%.
• High risk profile: up to 65%.
• Very high risk profile: up to 95%.