Kutxabank Investment Fund is one of Spain’s five most prominent wealth managers, but after five years annualized performance does not match industry norms for its category.
Kutxabank investment funds provide various investment options, investing in variable long-term rental income as well as traded stocks.
1. Taxes
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Annual compounded rentability (the measure that indicates your earnings) can be calculated through total investments made into net titles obtained. At Kutxabank Gestion’s Investment Fund, that figure stands at 24.355%.
Kutxabank Management did not outdo Kutxabank Investment’s most attractive Long Term Yield Rate Fund in terms of long term annualized yield, though. Instead, their Kutxabank Renta Fija Largo Plazo Fund held more of its portfolio invested in fixed rental assets – both public and private, from any country around the globe – than its more established investment vehicle – Morningstar classified this one as 4-Star Fund Diversified Renta Fija EUR and beat their benchmark index comfortably.
Morningstar awarded Kutxabank Bolsa Nueva Economia Estandar Investment Fund three stars for long-term performance with an annualized return rate of 16,35%.
2. Expenses
Investment fund managers charge their clients various management fees when administering their finances, and for some investors this expense must be met when management earns less than market returns.
However, these expenses don’t just include management fees; income from Kutxabank Investment Funds also enters accounts, along with any other income streams, and must be taken into account before calculating rentability of a fund.
Financially speaking, we discovered that most kutxabank funds of investment earn less than stock markets and present greater risks. Morningstar gave Kutxabank Renta Fija Largo Plazo Estandar three stars rating which signifies it as less-rentable and riskier compared to similar funds.
Kutxabank Gestion has made an enormous global contribution to creating an environmentally sustainable financial system. The group forms part of the Socially Responsible Invetments Program – an advanced management model conducted through financing a series of corporate and social investments – with principles like prudential diversification and sustainability as its goal. All funds and products offered by this firm apply environmental and social criteria when selecting activities for inclusion on their roster.
3. Taxes on dividends
Kutxabank Gestion Active Patrimonio Plus is a variable mixed rent fund designed for clients who value security in investment without forgoing returns. It combines medium and long-term investments incorporating socially responsible principles, with public and private rent assets offering geographical diversity as well as topic diversification for sustainable returns.
Even without any guarantee, this fund responds three times faster to investments than the average European bank account and at the same time poses much lower risks than Largo Plazo FI by Morningstar.
Kutxabank has registered five admas that have enjoyed high rental returns; The Fondo stands out as having attracted strong rental figures since 2023, with an aim to doubling wealth by that date. On CNMV’s 7-point risk scale rating scale, The Fund has received a 3 score, signifying it is lower in risk compared with other funds of investment but nonetheless yielding strong returns across different capitalization types.
4. Expenses on interest
Morningstar has awarded Kutxabank Gestion Activa Patrimonio Plus three stars as an investment fund, making it one of the most profitable long-term capital investment funds available to Spanish investors. Based out of Bilbao and considered one of the 10 major providers of investments for wealth (by market cap size), they are one of Spain’s premier long-term capital investment funds.
This fund features annual expenses between 0 to 0.92 %, which is relatively low in its category. This fund caters to clients who prioritize safety over profitability when making an investment decision.
As part of its commitment, this fund offers a diverse portfolio of assets and investments in green bonds, including an emphasis on medical services companies as well as sustainable technology firms.
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