Transfer of investment funds

Get up to a €10,000 bonus when you bring your fund to BBVA.

Bringing your fund to BBVA has a prize

  • We give you up to 1.5% gross of the amount you transfer to one of the investment funds of this promotion.

Terms and Conditions of the promotion

  • Discount:

    • 1.5% gross of the amount transferred into one of the 4 Quality Inversión funds eligible for the bonus. 
    • 1% gross of the amount transferred into one of the 3 Lifecycle funds subject to the bonus. 

    Minimum transfer: €30.

    Minimum duration:

    • Quality Investment Range: 30 months.
    • Life Cycle Range: 18 months.

    When requesting the transfer, you can choose: 

    • To reinvest the amount received from the promotion into the destination fund of your choice.
    • That we pay this amount into the account associated to the fund.

    Remember that you will not be taxed for transfers among investment funds. 

    See further details

    Case study if you request a transfer of €75,000:
  Funds from the ‘Quality Investment’ Line of Products Funds from the ‘My Investment’ Line of Products
 
Gross bonus
Funds from the ‘Quality Investment’ Line of Products
€1,125
Funds from the ‘My Investment’ Line of Products
€750
 
Withholding (19%)
Funds from the ‘Quality Investment’ Line of Products
€213.75
Funds from the ‘My Investment’ Line of Products
€142.50
 
Net bonus received
Funds from the ‘Quality Investment’ Line of Products
€911.25
Funds from the ‘My Investment’ Line of Products
€607.50

Quality Inversión range

  • 1.5% bonus funds

    The Quality Inversión range allows you to choose between different funds that invest to a lesser or greater extent in equities, so that you can choose the fund that best suits your risk profile.

     

    Quality Inversión Conservadora, FI

    Global investment fund with a variable income level between 0% and 30%.

    View documentation

    More information

     

    Quality Inversión Moderada, FI

    Global investment fund with a variable income level between 20% and 60%.

    View documentation

    More information

     

    Quality Inversión Decidida, FI

    Global investment fund with a variable income level between 50% and 90%.

    View documentation

    More information

     

    Quality Mejores Ideas, FI

    International equity fund which invests in stock markets through Collective Investment Institutions (CIIs). They maintain significant positions in assets denominated in currencies other than the euro.

    View documentation

    More information

Target Date Funds

  • 1% bonus funds

    The BBVA Life Cycle range is made up of mixed income investment funds. These funds initially invest in assets considered to be of higher risk, in order to progressively reduce investment in this type of asset in favor of those that are perceived to be more conservative. This way, as you approach the date on which you would like to redeem it, the investment will have a lower risk.

     

    BBVA Mi objetivo 2021

    Mixed fixed-income investment fund recommended for investments with a time horizon set in December 2021.

    View documentation

    More information

     

    BBVA Mi objetivo 2026

    Mixed fixed-income investment fund recommended for investments with a time horizon set in December 2026.

    View documentation

    More information

     

    BBVA Mi objetivo 2031

    Mixed fixed-income investment fund recommended for investments with a time horizon set in December 2031.

    View documentation

    More information 

Would you like more information?

Go through investment fund Request information