Pension plan
Horos Internacional, PP
Horos International, PP, is a pension plan that replicates our global equity strategy based on value investing, with an attractive long-term expected return.
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Horos Internacional, PP is a pension plan that promotes voluntary savings, in which you can make periodic contributions that will help you to complete your retirement pension.
This plan invests in global equities, following an investment philosophy based on value investing.
What is a pension plan?
As you may already know, the public pension system in Spain is hardly sustainable in the long term. For this reason, it is increasingly important to promote savings and private pension plans, in order to ensure a sufficient income and a good standard of living in retirement.
That is the objective of this pension plan, a form of voluntary savings in which you can make periodic contributions that will serve to supplement your retirement pension.
Investors are entitled to redeem contributions of at least 10 years old or after retirement, disability, death, long-term unemployment, etc. or other special situations included in the law.
What are the highlights of this pension plan?
Our pension plans are designed to supplement your retirement pension and allow you to do it easily and at your own pace:
Minimum investment amount of €50
You will have the flexibility to make additional investments, a minimum of €50, periodically, or whenever you prefer, we adapt to your needs and financial possibilities.
Redeemable after 10 years
Investors are entitled to redeem contributions of at least 10 years old or after retirement, disability, death, long-term unemployment, etc. or other special situations included in the law.
Tax benefits
As a pension plan, you will be able to deduct up to €1,500 annually in your income tax return.
Transfer your pension plan to Horos
You will be able to transfer your current pension plans from other entities to Horos without complications.
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Main companies
These are some of the companies that occupy the top positions in our portfolio in terms of invested capital as a percentage of total assets under management.
Catalana Occidente
Naspers
ALD Automotive
Investment objective
The objective of this pension plan is to offer an adequate long-term return to its investors, with the possibility of redeeming contributions of at least 10 years old or after retirement, disability, death, long-term unemployment, etc. or in other special situations included in the law.
NAV as of
YTD return
Subscription fee
Historical performance
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*Past performance is not a guarantee of future results. The plan investments are subject to market fluctuations and other risks related to investing in securities, therefore the returns obtained may experience upward or downward variations and the investor may not get back the amount initially invested. Investment or divestment decisions in the plan must be made by the investor in accordance with the legal documents at all times, and in particular on the basis of the plan's Regulations and the Key Investor Information Document (KIID), accompanied, if applicable, by the Annual Report and the last Quarterly Report. All this information, and any other you may need, will be available at the investment manager's headquarters and website: www.horosam.com.
With our exclusive App, you can follow the progress of your savings and their performance in real time. In addition, you can carry out your transactions with total comfort and security, from anywhere and at any time.
Frequently Asked Questions
Do you have more questions?
Visit the 'Frequently Asked Questions' section
General information
Denomination
HOROS INTERNACIONAL, PP
DGS
N5263
Category
RV GLOBAL
Management fee
1,50%
Depositary fee
0,102%
Subscription fee
0%
Redemption fee
0%
Success fee
0%
Custodian
CECABANK, S.A.
Currency
EUR (€)
Documentation
Legal documentation