Cartera Sabadell
Place your investment in expert hands
From as little as €500
Expert management
The peace of mind of entrusting your investment to an expert manager
Start investing easily with Cartera Sabadell and entrust your investments to a team of experienced professionals who will manage your money according to your risk profile and objectives. From just €500.
According to your profile
Access investment opportunities tailored to you
We have three types of portfolios for you to start investing: Cartera Sabadell, Cartera Sabadell Plus or Cartera Sabadell Privada. And, depending on the portfolio, you can choose from five strategies with different levels of risk. We will ask you a few simple questions to define the investment strategy that best suits your needs.
Diversified strategy
A complete investment solution
A complete investment solution
Expert managers maintain flexible and active management taking into account the macroeconomic environment and they can incorporate the current global megatrends. As an investor, you will have access to information about your portfolio and its performance from your mobile phone.
Choose the type of portfolio that best fits your profile
Cartera Sabadell
3 profiles.
Cartera Sabadell Plus
5 profiles.
Cartera Sabadell Privada
5 profiles.
Investments are subject to market fluctuations and other risks inherent in investing in securities and other financial instruments. The acquisition value and returns may vary, both upwards and downwards, and it is possible that you will not recover the amount initially invested.
*The management fee is calculated semi-annually on the present value of the portfolio under management. The fixed fee shall be calculated based on the average daily cash value of the Portfolio under management on each of the days the Contract is in force. By default, fees shall be charged by selling shares of positions in the Portfolio, subject to taxation according to the tax regulations in force at the time of transfer.
Portfolios incur indirect costs arising from the expenses of the investment funds in which they are invested and these will be borne by the client. These are implicit in the daily valuation of investment funds.
**The profit fee is applied to the positive revaluation obtained during the period only when the final value is higher than that achieved in any of the 3 previous periods.
The Cartera Sabadell Plus and Cartera Sabadell Privada portfolios also offer the option of a fixed management fee only (without performance fee), which in both cases is 1.03% (0.85% + VAT) per annum.
*The management fee is calculated semi-annually on the present value of the portfolio under management. The fixed fee shall be calculated based on the average daily cash value of the Portfolio under management on each of the days the Contract is in force. By default, fees shall be charged by selling shares of positions in the Portfolio, subject to taxation according to the tax regulations in force at the time of transfer.
Portfolios incur indirect costs arising from the expenses of the investment funds in which they are invested and these will be borne by the client. These are implicit in the daily valuation of investment funds.
**The profit fee is applied to the positive revaluation obtained during the period only when the final value is higher than that achieved in any of the 3 previous periods.
The Cartera Sabadell Plus and Cartera Sabadell Privada portfolios also offer the option of a fixed management fee only (without performance fee), which in both cases is 1.03% (0.85% + VAT) per annum.
Diversify your strategy with global megatrends
With your Cartera Sabadell Plus and Cartera Sabadell Privada1, you can add a thematic dimension to your investment in key long-term growth areas (megatrends), such as the technological revolution, environmental challenges as well as demographic and social changes. With this option, you will gain:
- wider diversification, focusing on different growth and performance drivers;
- exposure to disruptive and growth sectors;
- structural growth potential and long-term profitability.
This option allocates the given percentage of equity investment among geographic and thematic investments, resulting in wider diversification. Want to find out more?
1. The thematic option entails a 0.12% (0.10% + VAT) increase in the portfolio management fee. It is available for those strategies with a higher percentage of variable income: 50, 75 and 90.
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Advantages of the Cartera Sabadell
You can increase the value of your investment by making regular contributions.
From as little as €50.
From as little as €50.
Both by asset class and geographically.
You can increase the value of your investment by making regular contributions.
From as little as €50.
From as little as €50.
Both by asset class and geographically.
Discover other Banco Sabadell investment funds
Profiled Funds
As a cautious, balanced or dynamic investor. Choose the one that best suits you.
Consolida Fund Range
Funds that allow you to participate in the performance of the markets with partial protection of your capital, which varies according to the fund you choose.
From as little as €30 and with full liquidity: withdraw your money whenever you want2.
Thematic investment funds
Back medical technology, climate action or digitalisation.
You don't have to have a large amount of capital, and you can access your money when you need it.
Invest on your own
You choose how to invest, depending on your risk profile and preferred time horizon.
Choose the fund that best fits what you are looking for.
From as little as € 30 and with full liquidity: withdraw your money whenever you want.
The advantages of digital banking with the best of an expert bank
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Download the Banco Sabadell app
Manage your investments from your mobile phone
Do you have any questions? We're here to help you
Branches and ATMs
Virtual Assistant
Available 24/7 on Virtual Assistant button