Committed to sustainable development
Sabadell Sustainable Funds
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
You reduce the risk of investing in companies that do not work sustainably.
You have more information about the investments of your funds.
Moreover, every six months you will receive a report detailing your fund's portfolio and the profitability obtained.
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.
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.
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.
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.
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.
Sustainable Analysis Criteria
These are the activities of a company that affect the environment both positively and negatively.
These cover the business relationships of a firm, the management of its human resources, the health and safety of its workers ...
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.
The Managing Company is Sabadell Asset Management, SA, SGIIC, Sociedad Unipersonal, Registro CNMV no 58 and the depositary is BNP Paribas Securities Services, Sucursal en España, CNMV Registry No 206.
Conditions to obtain the bonus
To be eligible for the incentive, two conditions must be met:
- To make a net subscription of a minimum amount of €6,000 to a fund from the Sustainable range. The net subscription is the result of subtracting from the subscriptions made all redemptions and internal and external outward transfers also made during the campaign period. Transactions carried out during the campaign period and which are liquidated up to 09/07/21 will be taken into account.
- To establish, within the term of the campaign, a plan of regular monthly contributions of at least €30 in the same fund in which the net subscription indicated above has been made. The first contribution must be made before 30/06/2021.
If these two conditions are met, the bonus that the customer can obtain will be equal to the amount of the first regular monthly contribution, established with a maximum gross amount of €100.
Campaign Period: From 1/04/2021 to 30/06/2021.
Incentive payment
The bonus will be paid in a single instalment, approximately 13 months after the first regular contribution, as follows:
| Date on which the first regular contribution was made | Date of payment of the incentive |
| During April 2021 | 02/05/2022 |
| During May 2021 | 01/06/2022 |
| During June 2021 | 01/07/2022 |
The bonus is considered to be a return on securities income that is integrated into the tax base for personal income tax savings.
Conditions for the incentive payment to be made
In order to obtain the bonus, the following two conditions must be met on the bonus payment date:
- That the units are held in the fund in receipt of the subscription, i.e., that, between 01/04/21 and the payment date, there have been no internal or external outward transfers or redemptions subsequent to the subscription that gives entitlement to the bonus.
- That the regular contribution plan established during the campaign is still in force and has not been interrupted at any time.
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