4 MinLaunch - Sabadell Buy and Watch 03 2031, FI
A fixed-income strategy with a defined time horizon
Sabadell Buy and Watch 03 2031, FI invests in public and private fixed-income securities, primarily with maturities equal to or shorter than the investment horizon. The portfolio may also include money market instruments, deposits and other UCITS and, to a lesser extent, cash. Up to 40% of the fixed-income exposure may consist of issuers with a credit rating below BBB- or equivalent, or with no credit rating at the time of purchase.
The Fund has a predefined duration and an investment horizon set at 31 March 2031. This feature may help investors align their investment with their financial needs and objectives over that period.
Its objective is to seek capital appreciation over the intended time horizon, through an investment strategy aimed at holding the securities in the portfolio until maturity, unless the Fund’s management deems it appropriate to make changes.
Portfolio selection and management are carried out by a team of fixed-income specialists at Amundi, who continuously monitor risks through fundamental credit analysis and proprietary quantitative research tools.
Risks of the Fund
The summary risk indicator provides a guide to the level of risk associated with this product compared with 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 future returns falling short 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 may cause an actual or potential material adverse 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 whatsoever 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 Fund’s performance, such as credit risk. Please refer to the prospectus for Sabadell Buy and Watch 03 2031, FI. This product cannot be easily liquidated. If you choose to divest before the end of the recommended holding period, you may not recover your entire investment and may have to pay additional costs.
ANY REDEMPTION MADE BEFORE 31 MARCH 2031 WILL INCUR A REDEMPTION FEE OF 2%, UNLESS IT IS REQUESTED ON ONE OF THE 17 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. THE FUND’S FIXED-INCOME INVESTMENTS WOULD SUFFER LOSSES IF INTEREST RATES RISE; THEREFORE, REDEMPTIONS MADE BEFORE MATURITY MAY RESULT IN LOSSES FOR THE INVESTOR.
Sabadell Buy and Watch 03 2031, FI is registered with the CNMV under number 6080 and ISIN code ES0134938002. This Fund is classified as an Article 6 product under the SFDR. Any decision to invest in the Fund should take into account all of 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 it, 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.
Document ID: 5887036