Returns and more information
Know the returns of the 2 pension plans that, combined, make up the inbestMe Pension Plan portfolio.
Fixed Income Pension Plan
The inbestMe Fixed Income P.P. with DGS code nº N5350 fund has a risk level of 4 and the objective is to achieve long-term performance by investing in fixed income Collective Investment Schemes (CIS) with global exposure. The fund’s closing performance at 08/31/2023 is:
1 Month | 1 Year | YTD | Yearly | 2021 | 2020 | |
---|---|---|---|---|---|---|
Plan F.I. | 0,2% | -1,6% | 0,7% | 0,6% | -1,8% | 3,5% |
* Performance is net of all fees (net of the maximum management fee). Past returns are not a guarantee of future returns. Short-term markets can be very volatile (volatility is a measure of risk), in the long term, the trend of a highly diversified global portfolio is upward.