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Committed to sustainable development

Sabadell Sustainable Funds

Fondos sostenibles
Responsibility in your investment.
Total liquidity.
Complete and permanent information.
Interesting tax advantages.
I want one

What are sustainable funds?

Sustainable funds seek to reconcile economic profitability while obtaining a positive social and environmental impact by financing companies and public entities that contribute to sustainable development while pursuing profitability.

Should I be interested in these kinds of funds?

The purpose of investing in these kinds of funds is not only to obtain a return, but also to finance the values and ideals you believe in.
It’s important to know that these funds invest in companies that are governed by above-average ethical and transparency codes and are, therefore, more committed to sustainable growth.

Advantages

Responsibility in your investment
You support companies that are committed to sustainable development.

You reduce the risk of investing in companies that do not work sustainably.

You have more information about the investments of your funds.
Complete and permanent information
At all times you can check the status of your investment through BS Online and BS Móvil.

Moreover, every six months you will receive a report detailing your fund's portfolio and the profitability obtained.

Total liquidity
You can redeem your investment totally or partially whenever you want, without any type of penalty. Bear in mind that if the evolution of the markets is not as expected, you may lose money. Withdrawing money prior to the recommended time horizon may increase the risk of capital loss.
Attractive tax benefits
If you’re a natural person residing in Spain, you’ll also benefit from the tax advantages that all the investment funds enjoy. For example, the transfer between funds is exempt from taxation until the moment you divest.

What are the Sabadell Sustainable funds?

Banco Sabadell has two investment funds with different levels of risk so that you can decide which one best suits your interests.

1
Sabadell Acumula Sostenible, FI

This fund invests in public and private fixed income and variable income. The investment in equities will be between 0% and 30% of the Fund's assets, without geographic or currency restrictions.

Recommended minimum time horizon: 3 years. This fund may not be suitable for investors who plan to withdraw their money in less than 3 years.

Fund risk profile:
1
2
3
4
5
6
7
Level 3, on a scale of 1 to 7.
2
Sabadell Crece Sostenible, FI

This fund invests in public and private fixed income and variable income. The investment in equities will be between 30% and 75s% of the Fund's assets, without geographic or currency restrictions.

Recommended minimum time horizon: 4 years. This fund may not be suitable for investors who plan to withdraw their money in less than 4 years.

Fund risk profile:
1
2
3
4
5
6
7
Level 4, on a scale of 1 to 7.
These funds can be contracted from €200 and if you wish, you can establish periodic contributions from €30.
You can obtain a more complete description of the investment policy of each fund in the Key Investor Information Document (KIID) available at our branches, at sabadellassetmanagement.com and at CNMV.
info

The investments are subject to market fluctuations and other risks inherent to the investment in securities and other financial instruments, and the acquisition price may therefore undergo variations both upward and downward and it is possible you will not recover the amount initially invested.

You may be interested in

Sustainable Analysis Criteria

1. Environmental criteria

These are the activities of a company that affect the environment both positively and negatively.
2. Social criteria

These cover the business relationships of a firm, the management of its human resources, the health and safety of its workers ...
3. Good governance

These are the aspects of corporate governance such as remuneration of its managers, shareholders, diversity on the board, business ethics, transparency, etc.

What is the risk profile of a fund?

Each fund involves a risk, which is measured on a scale of 1 to 7, with 1 being the lowest and 7 the highest risk. It is important to note that Category 1 does not mean that the investment is risk free.

What does the time horizon of a fund tell us?

It is the minimum recommended investment time for a fund to increase the probability of return. Bear this in mind when investing in the fund so you don't have to divest before this recommended time.

Sabadell Acumula Sostenible, FI and Sabadell Crece Sostenible, FI are registered with the CNMV under numbers 5,464 and 5,465 respectively. The leaflet the KIID and the periodic reports are at the public’s disposal at our branches, at sabadellassetmanagement.com and the registry of the CNMV. These are NON-COMPLEX MiFID product.

The Managing Company is Sabadell Asset Management, SA, SGIIC, Sociedad Unipersonal, Registro CNMV no 58 and the depositary is Banco de Sabadell, SA, Registro CNMV no 32.

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