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.
Pedro Alonso, the chairman of Loreto Mutua said “Optima is the perfect combination between the savings capacity of our members and our experience in asset management. A solution designed for all those people who wish to maintain their standard of living after retirement. The highest profitability with the greatest security.”
“What are the most profitable pension plans of the decade?” – Cinco Días
