Ibercaja Gestión has surpassed 27.5 billion euros in managed assets at the end of the first half of 2025, marking an increase of 6.7% compared to the end of 2024. This achievement reflects its consolidation as one of the leading fund managers in Spain, standing out for its ability to attract new investments and the profitability of its funds.
In the first half of 2025, Ibercaja Gestión captured 1.58 billion euros in new contributions, which represents double the amount achieved in the same period of the previous year. This volume of inflow means that 9 out of every 100 euros invested in new funds in Spain were managed by Ibercaja, raising its market share to 6.55%.
The funds managed by Ibercaja Gestión have recorded an average return of 0.75% during the semester, reaching 3.65% over the last 12 months, underscoring the effectiveness of its investment strategy.
The entity has launched two new funds: Ibercaja Cartera Conservadora and Ibercaja Diversificación, designed to cater to different risk profiles and investment objectives of clients. Additionally, in March 2025, Ibercaja Gestión integrated its investment team for private banking clients, strengthening its service offering and capability.
For the second half of 2025, Ibercaja Gestión will focus on delegated active management and mixed portfolio management. They anticipate an environment of lower interest rates and maintain a positive outlook on the macroeconomic scenario, which includes robust private consumption, declining inflation, and expansive policies from central banks.
Ibercaja Gestión emphasizes the importance of maintaining a diversified long-term investment strategy, especially in an economic context that presents reduced uncertainties and growth opportunities.
