Caixabank Iter Platinum FI

Caixabank Iter FI is a Euro-based mixed fixed income fund that diversifies its investments by allocating between 5% and 25% to large-cap global equities, excluding small companies. The majority of the portfolio, ranging from 75% to 95%, is invested in government and corporate bonds with medium to high credit ratings and an average duration of up to five years, while limiting convertible bonds to 10% and low-rated bonds to a maximum of 10%. The fund invests worldwide, including in emerging markets, and ensures that the combined exposure to non-euro equities and currency risks does not exceed 30%. Additionally, up to 20% of the portfolio may be invested in various financial investment entities, including those within the Caixabank group.