Investment funds and pension plans

Adding value since 1986

We are a fully independent Collective Investment Scheme management company licensed by the CNMV. We specialise in long-term investment funds and pension plans.

Metavalor

Fund that invests in equities listed on the Spanish and Portuguese markets. Its benchmark index is 80% IGBM and 20% PSI.

Metavalor Internacional

Fund that invests in global equites listed on international markets. Its benchmark index is the MSCI World Euro.

Metavalor Global

Fund that invests in global equities listed on international markets and fixed income securities issued by sovereign entities.

Metavalor Dividendo

100% global equities, selecting companies whose expected dividend yield is growing and sustainable. Its benchmark index is the MSCI World Euro Total Return.

Meta Finanzas

Over 75% equity exposure to companies in the distribution and intermediation of financial products and the remainder may be invested in in other sectors.

Meta America USA

Over 75% equity exposure to US issuers and the remainder in securities of other listed issuers from the Americas, mainly in OECD markets.

Metavalor Pensiones

Pension plan that replicates the Metavalor International investment fund. It invests in equities listed on the global market. Its benchmark index is the MSCI World Euro.

Investments in collective investment schemes may involve significant risks such as market risk, credit risk, liquidity risk, interest rate risk, foreign exchange risk, currency risk, geographic risk or sectoral risk, and the value of the investment and the income from it may vary depending on market conditions and the applicable tax regime, and the full amount invested may not be recovered.