Loreto Mutua, mutual society of the airlines industry, closed 2018 with a return of -0.09%, a result valued positively compared to the country’s average of the pension plans, which obtained a negative -4,08%.
Loreto Mutua's individual Loreto Óptima plan, received the Expansión and AllFunds "2018 Investment Fund" award in the "Multi-Asset Conservative Profile Pension Fund" category. Loreto Óptima is a mixed fixed income plan intended for the general public. This award comes in addition to Loreto's recent awards, confirming an unstoppable upward trend, which underscores Loreto Mutua reputation as one of the best managers in the social welfare sector, ranking it among the leading mutual societies, managers and financial institutions.
Madrid, February 2018. At LORETO MUTUA as we close the books at 31 December 2017, the good news just keeps coming. Last year’s Extraordinary Contributions Campaign closed with a record €3,910,875.72. Once again you have trusted us, our management, safety, service and support. For these reasons, all of us at LORETO MUTUA want to THANK YOU.
Madrid, 5 April 2017. More and more Spaniards are starting to save sooner with a view to maintaining their standard of living after retirement. Long-term savers seeking a financial product to help them top up their future state pension, so as not to see their purchasing power reduced in what should be one of the most carefree stages of their lives.
Madrid, 16 March 2017. Loreto Mutua, an independent non-profit organisation specialising in retirement savings products and ranked among the leading institutions dedicated to social welfare in Spain in terms of assets under management, has announced that its Loreto Óptima personal plan and its Plan Asociado have obtained the maximum rating for long-term products from Morningstar, a prestigious platform and digital service which specialises in financial information on funds, recognising their high return and controlled risk.
In this period, it has achieved an average profitability of more than 3.5%
Madrid, 26 October 2016. Loreto Optima, Loreto Mutua's individual mixed fixed income plan, has positioned itself among the 5 most profitable plans of the last decade in its category, with an average annual return of 3.57%, more than double the weighted annual average for its category, which stands at 1.38%. Over the past 10 years, the capital invested in Loreto Optima has appreciated by 30.12% above inflation.
Madrid, 29 June 2016. From 19 July the company's offices will be at Paseo de la Castellana 40, 28046 Madrid, next to the Eduardo Dato bridge.
The decision on the change of site was ratified at the 2016 General Shareholders' Meeting. It stems from the growth of the company, which will now be located in the heart of one of the most important financial centres in the country.
When we speak of the volatility of a financial asset, we refer to major variations in its price.
Volatility refers to the magnitude with which assets fluctuate. An asset that is not very volatile would therefore be one whose price fluctuates by only a little. Conversely, a highly volatile asset experiences very marked rises and falls.
Over the last ten years, it has achieved an average return of 5.21%, representing a cumulative increase of 36.23% above the CPI.
Madrid, 29 April 2016. Loreto Mutua, a non-profit organisation and one of the top ten institutions dedicated to social welfare in Spain in terms of the volume of assets under management, obtained a return in 2015 of 4.18% – an average return of 5.21% and an accumulated increase of 36.23% above the CPI over the past ten years.
The institution’s assets exceeded €1.355 billion, an increase of 8.66%.
Madrid, 25 May 2015. Loreto Mutua, a non-profit organisation and one of the ten leading institutions dedicated to social welfare in Spain in terms of assets under management, recorded a return of 6.32 % in 2014, pending approval at the General Meeting to be held in Madrid on 25 June 2015.
Madrid, 10 May 2014. Loreto Mutua, a company ranked among the ten leading institutions dedicated to social welfare in Spain in terms of assets under management, has announced the launch of its new personal pension plan on the Spanish market: Loreto Óptima. A retirement savings product with an average return of more than 5% and management and custody fees of 0.6%.