4 MinLaunch - Sabadell Buy and Watch 10 2030, FI
A fixed-income Fund with a buy-and-hold strategy
Sabadell Buy and Watch 10 2030, FI invests in public and private fixed income securities, primarily with maturities equal to or shorter than the time horizon, money market instruments, deposits, other UCITS and, to a lesser extent, in cash. Up to 40% of this exposure may have a credit rating below BBB- or equivalent, or be unrated at the time of purchase.
The Fund’s portfolio has a predefined duration and the investment horizon is 31 October 2030. This allows investors to plan their financial needs.
The objective of Sabadell Buy and Watch 10 2030, FI is capital appreciation over its investment horizon. It aims to provide maximum returns to investors by holding the securities until their maturity date.
The Fund’s portfolio is selected and managed by a team of fixed-income specialists at Amundi, who closely monitor risk based on fundamental credit analysis and proprietary quantitative research tools.
Risks of the Fund
The summary risk indicator is a guide to the level of risk of this product compared to other products. It shows the likelihood of the product losing money due to market movements or because we may be unable to pay you. We have classified this product as risk level 2 on a scale of 7, where 2 indicates low risk. This assessment rates the likelihood of suffering losses in future returns as low and the probability that adverse market conditions will affect our ability to pay you as very unlikely. Additional risks: Market liquidity risk, given that investment in small-cap securities and/or in markets with a small size and limited trading volume may result in a lack of liquidity for the investments, which may adversely affect the price conditions under which the Fund may be forced to sell, buy or adjust its positions. Sustainability risks, in the event of an environmental, social or governance event or condition that could cause an actual or potential material negative impact on the value of an investment; depending on the Fund’s exposure to the affected securities, the impact of unmitigated or residual sustainability risks may have varying degrees of severity on the Fund’s performance. This product offers no protection against future market movements, so you could lose some or all of your investment. In addition to the risks included in the risk indicator, other risks may affect the performance of the Fund, such as credit risk. Please refer to the prospectus for Sabadell Buy and Watch 10 2030, FI. This product cannot be easily liquidated. If you choose to redeem your investment before the end of the recommended holding period, you may not recover the full amount of your investment and may have to pay additional costs. Any redemption made prior to 31 October 2030 will incur a redemption fee of 2%, unless it is requested on one of the 16 specifically designated dates.
This Fund may invest up to 40% in fixed-income securities with low credit quality and therefore carries a high credit risk.
FIXED-INCOME INVESTMENTS MADE BY THE FUND WOULD SUFFER LOSSES IF INTEREST RATES RISE, THEREFORE REDEMPTIONS MADE BEFORE MATURITY MAY RESULT IN LOSSES FOR THE INVESTOR.
Sabadell Buy and Watch 10 2030, FI is registered with the CNMV under number 6038 and ISIN code ES0166375008. The decision to invest in the Fund should take into account all the Fund’s characteristics and objectives. For further details on the Fund’s characteristics and investment policy, the minimum initial investment, the recommended investment period, information on costs, charges and other expenses, and, in particular, the risks associated with the Fund, we recommend reading the prospectus and the Key Information Document, available at sabadellassetmanagement.com.
This Fund is a NON-COMPLEX MiFID product.
The Management Company is Sabadell Asset Management, S.A., S.G.I.I.C., Sociedad Unipersonal, registered with the CNMV under number 58. The Depositary is BNP Paribas S.A., Sucursal en España, registered with the CNMV under number 240.