Cuáles son los dos fondos de Bolsa española que están arrasando este verano

This summer, two Spanish stock funds have been performing exceptionally well. The first is CaixaBank Bolsa España 150, which has gained 15.5% since the start of summer, according to VDOS data. Over the year, it has gained 27.7% and a remarkable 61.5% in the last three years, totaling 230.8%. The investment objective of this product, requiring a minimum investment of 10,000 euros, aims to replicate the composition of the Ibex, which includes the 35 most liquid and capital-intensive stocks on the Spanish market, potentially exceeding diversification limits.

The recommended investment horizon is five years. 38.28% of the portfolio is allocated to financial companies, 17.61% to public services, 13.16% to industrial groups, and 9.95% to consumer goods companies. Its main holdings currently are in Banco Santander (14.18%), Iberdrola (10.95%), BBVA (10.68%), Inditex (8.26%), and CaixaBank (5.49%).

The second best-performing fund since the start of summer is BBVA Bolsa FI, a Spanish variable income fund that invests at least 75% of its total exposure in the stock market, with at least 80% in domestic Spanish companies, with a significant weight in Ibex 35 stocks. The remaining portion is allocated to public or private fixed income and money market assets, mainly in Europe and North America, with high credit quality.

The product gained 10.46% since June and has risen 15.83% this year, with a three-year revaluation of 138% and a six-year revaluation of 166.5%. Its main bets on Spanish stocks are BBVA at 10.40%, Santander at 9.56%, Iberdrola at 9.11%, Inditex at 8.01%, and CaixaBank at 7.64%.