Bestinver

Name

Bestinver

Legal name

Bestinver Gestión, S.A. SGIIC

Website

https://bestinver.es

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Wealth Management / Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Pension Funds (525110), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Finance Services (6199)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Asset management
• Investment funds
• Pension plans
• Wealth management
• Value investing

Headquarters

HQ city

Madrid

HQ country

Spain

HQ region

Europe

Offices11 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment fund management fees: BESTINVER generates revenue through management fees charged on its investment funds (fondos de inversión) and pension plans (planes de pensiones / EPSV). Fees are levied as a percentage of assets under management, netted from fund returns and disclosed in fund documentation.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Bestinver Gestión is a regulated Spanish investment fund manager (SGIIC) that manages €7.489 billion across more than 30 investment funds, pension plans, and alternative investment vehicles for over 50,000 retail investors. Its core offering comprises equity funds (global, Iberian, North American, Latin American, large-caps, megatrends), fixed income and mixed funds, free investment funds, and a parallel unit for securities brokerage and real estate assets, all run under a proprietary value investing methodology.

Product overview

Bestinver is an independent investment fund and pension plan manager (Gestora de Fondos de Inversión y Planes de Pensiones) with over 35 years of experience managing €7.489 billion in assets for more than 50,000 investors. The company offers a comprehensive range of investment products organized into three main categories: (1) Investment Funds including equity funds (Bestinfond, Bestinver Internacional, Bestinver Bolsa, Bestinver Norteamérica, Bestinver Grandes Compañías, Bestinver Megatendencias, Bestinver Latam, Bestinver Solidario), fixed income and mixed funds (Bestinver Mixto, Bestinver Patrimonio, Bestinver Deuda Corporativa, Bestinver Renta, Bestinver Corto Plazo, Bestinver Bonos Institucional series), and free investment funds (Bestinver Consumo Global FIL, Bestinver Tordesillas FIL); (2) Pension Plans and EPSV (social welfare plans) including Bestinver Global FP, Bestinver Plan Norteamérica, Bestinver Plan Mixto, Bestinver Plan Indexado Equilibrio, Bestinver Plan Patrimonio, Bestinver Plan Renta, Bestinver Crecimiento PPS, Bestinver Futuro PPS, and Bestinver Consolidación PPS; and (3) Alternative Investments including infrastructure funds (Bestinver Infra, Bestinver Infra II), private equity (Bestinver Private Equity Fund), and advisory services. The company also operates through divisions for securities (Bestinver Securities) and real estate assets (Bestinver Activos Inmobiliarios). Bestinver follows a value investing philosophy centered on long-term returns through the 'Método BESTINVER,' focusing on good businesses at attractive prices with disciplined and patient execution. The company is part of the ACCIONA group.

Differentiator

Problem solved

Functional benefit

Products and services

• Bestinfond, F.I. Long-term equity fund investing up to 100% in global equities, with European companies most represented in the portfolio; for individual investors with a long investment horizon.
• Bestinver Internacional, F.I. Pure equity fund with global reach, excluding Iberian equities; European companies hold the largest portfolio weight.
• Bestinver Bolsa, F.I. Equity fund for long-term investors (5+ years), investing up to 100% in Iberian variable income (Spain and Portugal).
• Bestinver Norteamérica, F.I. Fund investing at least 75% in North American equities with the remainder in fixed income assets.
• Bestinver Grandes Compañías, F.I. Long-term equity fund investing up to 100% in global companies with solid corporate governance and lasting competitive advantages.
• Bestinver Megatendencias, F.I. Fund investing in megatrends including quality-of-life improvement, digitization and automation, and decarbonization, with ESG filters.
• Bestinver Latam, F.I. Fund investing exclusively in Latin American equities, primarily in Brazil, Mexico, Chile, Colombia and Peru, focused on quality businesses with high governance standards.
• Bestinver Solidario, F.I. Solidarity fund launched to support Fundación Jérôme Lejeune.
• Bestvalue, F.I. Other investment product in Bestinver's range (per website navigation category "Otros Productos").
• Bestinver Mixto, F.I. Mixed fund for medium-term investors (2–5 years), combining fixed income with equity exposure.
• Bestinver Patrimonio, F.I. Fixed income and mixed fund within the short-to-medium-term range.
• Bestinver Deuda Corporativa, F.I. Medium-term fixed income fund (2–3 years) investing in corporate and sovereign debt of longer duration.
• Bestinver Renta, F.I. Short-term fixed income fund investing across all fixed income segments with a minimum Investment Grade credit rating (BBB-).
• Bestinver Corto Plazo, F.I. Short-term fund (under 1 year) investing in high-quality short-term debt, serving as a cash alternative.
• Bestinver Bonos Institucional (Series I–V), F.I. Fixed income fund investing at least 50% in high-yield private fixed income and subordinated debt, with classes B, R, X and Z.
• Bestinver Consumo Global, F.I.L. Free investment fund (FIL) focused on global consumption themes.
• Bestinver Tordesillas, F.I.L. Free investment fund (FIL) offered within the alternative investments service.
• Luxembourg SICAVs (SICAV Luxemburguesas) Luxembourg-based investment companies (SICAVs) offered as investment products for cross-border investors.
• Bestinver Global, F.P. Variable income pension plan for long-term investors.
• Bestinver Plan Norteamérica, F.P. Pension plan focused on North American equities.
• Bestinver Plan Mixto, F.P. Mixed pension plan combining fixed income and variable income exposure.
• Bestinver Plan Indexado Equilibrio, F.P. Indexed balanced pension plan.
• Bestinver Plan Patrimonio, F.P. Fixed income and mixed pension plan.
• Bestinver Plan Renta, F.P. Fixed income focused pension plan.
• Bestinver Crecimiento, P.P.S. Individual social welfare plan (EPSV) focused on growth.
• Bestinver Futuro, P.P.S. Individual social welfare plan (EPSV) for future planning.
• Bestinver Consolidación, P.P.S. Individual social welfare plan (EPSV) for consolidation.
• Bestinver Infra, F.C.R. Infrastructure fund investing in infrastructure assets; a Spanish 91 MW solar portfolio held by this vehicle was sold to IST3 Infrastruktur Global for ~€330 million in March 2026.
• Bestinver Infra II, F.C.R. Second infrastructure fund within the alternative investments platform.
• Infra II Investments, SCR, S.A. Corporate venture capital entity supporting infrastructure investments, paired with Bestinver Infra II.
• Bestinver Private Equity Fund, F.C.R. Private equity fund within the alternative investments service.
• Asesoramiento en Inversiones Alternativas Alternative investments advisory service with a €10,000 minimum investment, covering free investment funds and private equity.
• Bestinver Securities Securities brokerage and management division within the Bestinver group.
• Bestinver Activos Inmobiliarios Real estate assets division managing property investments within the Bestinver group.

Quantifiable outcome

• BESTINVER manages €7.489 billion in assets across more than 35 years of operation.
• +3 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves6 records

Expansion highlights2 records

Broad incumbents

• CaixaBank Asset Management: Largest Spanish fund manager, affiliated with CaixaBank. Provides broad-based mutual funds and pension plans via CaixaBank's captive retail distribution, competing with Bestinver for the same Spanish retail savings pool at greater scale.
• BBVA Asset Management: Spanish bank-affiliated asset manager offering mutual funds, pension plans, and discretionary portfolios via BBVA's distribution network. Comparable in product mix and retail focus but benefits from larger captive distribution.
• Santander Asset Management: Global asset manager owned by Banco Santander with significant Spanish retail fund and pension plan offerings. Competes with Bestinver for retail savings through Santander's bank network and offers broader international scale.

Direct peers

• Renta 4 Banco: Spanish independent wealth manager and asset manager serving retail and institutional clients with managed funds and advisory services. Comparable business model combining proprietary funds with multi-channel Spanish distribution.
• Cobas Asset Management: Spanish independent value-investing boutique focused on Iberian and global equities for retail investors. Direct competitor to Bestinver in the Spanish value-investing segment with overlapping investor base and product strategy.
• Azvalor Asset Management: Spanish independent asset manager founded on a deep-value investment philosophy similar to Bestinver's. Competes directly for Spanish retail value-investing mandates with comparable fund structures and a similarly retail-led distribution model.
• Magallanes Value Investors: Spanish boutique asset manager applying a long-term value investing approach across European and Iberian equities. Closely comparable to Bestinver's flagship Bestinfond/Bestinver Internacional strategies and Spanish retail distribution.
• Mutuactivos (Mutua Madrileña): Spanish asset management arm of Mutua Madrileña offering mutual funds and pension plans to retail and institutional clients. Direct competitor with similar product breadth and a strong Spanish distribution footprint.

Emerging players

• Trea Asset Management: Independent Spanish asset manager offering fixed income, equity, and alternative funds to institutional and retail clients. Emerging competitor to Bestinver with overlapping product categories and a Spanish focus.

Regional players

• Andbank Wealth Management: Andorra-headquartered private bank with significant Spanish private banking and asset management operations. Comparable in offering discretionary portfolio management and proprietary funds to Spanish HNW/retail clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/bestinver
• LinkedInlinkedin.com/company/bestinver

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bestinver