Z7_3OKIGJ82O030B06MSFJUT8P7R3

PRODUCTO SIMPLE

INVESTMENT FUNDS

Santander Gestión Global Equilibrado, F.I.


 

For conservative investors seeking to combat inflation by assuming a medium/high risk level with diversified investment.

icon-san academy

icon-san time

icon-san retrospective

Who is it aimed at?

Horizon Type of fund

Investors with basic financial knowledge.

At least 4 years.

Global Fund which invests up to 60% in equities.

   


A fund to diversify your portfolio which invests in all geographies

Global Fund which allows investors to access various sources of investment to build a diversified portfolio. By doing so, they can create a solid and structured investment process.

The Fund promotes environmental and social criteria, as per Article 8 of Regulation (EU) 2019/2088.

Characteristics of the Santander Gestión Global Equilibrado, F.I. Fund

  • Fund listed in the register of the CNMV Securities Market Commission under number 4253.
  • The CNMV advises that this fund may invest a percentage of 40% in fixed-income issues of low credit quality, i.e. carrying a very high credit risk.
  • Click here to view the Prospectus, the KIID and the full factsheet of the Santander Gestión Global Equilibrado, F.I.

Classes of shares in the fund

Class ISIN Minimum initial investment Management fee Deposit fee Valuation and settlement

Class AJ

ES0113605010

1 unita

1,55%-1,65% annually on equityb

0,1% annually on equity

D+3

Class S

ES0113605002

1 unit

1,55%-1,65% annually on equityb

0,1% annually on equity

D+3


If you want to subscribe this fund and you are not a customer, become a customer.


What are the risks of investing in this fund?

Investing in funds involves assuming a certain level of risk that will depend on the composition of each fund, market fluctuations and other factors associated with investing in securities, so there is a risk of losing all or part of the investment.

In general, investing in funds means undertaking the following risks:

  • CREDIT RISK

Due to the quality of the assets invested in, as well as the issuers of these assets. This is the risk that the issuer may not be able to make payments.

  • MARKET RISK

This is the possibility that financial instruments will have a listed price or a value below the price we have paid for them. Investments may be affected by:

  • Interest rate risk: interest rate fluctuations affect the price of fixed-income assets. Sensitivity to this risk depends on the duration of these assets.
  • Currency risk: fluctuation of the exchange value in the case of assets denominated in currencies other than the share reference currency.
  • Market risk due to investment in equities: arising from variations in the price of equity assets.
  • Risk from investing in emerging markets: political changes or economic circumstances can affect the value of investments.
  • Geographical or sectoral concentration risk:  the concentration of our investment in a single area or sector increases market risk.

  • RISK FROM INVESTING IN DERIVATIVES

Investing in derivatives (futures, options, etc.) may entail a higher risk, given the nature of these products.

  • LIQUIDITY RISK

The risk of not finding a counterparty in the market and, therefore, being unable to sell a product.

  • SUSTAINABILITY RISK

These risks are related to environmental, social or governmental events or conditions. Factors contributing to the sustainability risk of an investment will include the type of issuer, sector of activity, geographical location and more.

Are you interested?

View more information about the fund and start the arrangement process.

Z7_3OKIGJ82O030B06MSFJUT8P770

Santander Gestión Global Equilibrado, F.I.

Icon / check Created with Sketch. Fund for different expectations in terms of return.

Icon / check Created with Sketch. For anyone who aims to beat inflation.

Icon / check Created with Sketch. They seek to optimise return on risk for their investment.

Z7_3OKIGJ82O030B06MSFJUT8P772

You might be interested in

×
${loading}
×