Abanca Renta Variable Dividendo Minorista FI
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General Objective
The fund aims to achieve a return similar to that of the IBEX 35 Total Return index by investing at least 75% of its total exposure in Spanish equities, including futures on the index, stocks of index companies, and investment funds that replicate it, to achieve a minimum correlation of 85%. Additionally, it may invest up to 15% in other equities from OECD countries.
Fund Exposure
The fund is primarily exposed to Spanish equities, with a focus on the IBEX 35 Total Return index. It may also invest in other equities from OECD countries. The fund may use both physical replication (stocks) and synthetic replication (futures and/or investment funds) to achieve a high correlation with the index.
Risks
The fund may be exposed to risks such as counterparty risk in derivatives, currency risk (less than 10% of total exposure), and up to 25% of the total exposure in low-quality fixed income securities. Additionally, the fund may invest in assets that introduce higher risk, such as liquidity risk or issuer type, up to a maximum of 10% of the total assets. It is recommended for investors with a long-term investment horizon of at least 3 years.