Caixabank Si Impacto Renta Fija Premium FI
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General Objective
The fund aims to achieve sustainable investments by following impact criteria. It invests in companies that work to mitigate key social and environmental issues identified in the United Nations Sustainable Development Goals (SDGs). The majority of the portfolio (75%) is invested in green, social, sustainable, and sustainability-linked bonds categorized by the ICMA and/or EU standards, with occasional exposure as low as 60%.
Fund Exposure
The fund primarily invests in fixed-income assets from eurozone issuers and other OECD countries. It may also invest globally, including in emerging markets (up to 10%). Additionally, the fund may allocate up to 40% in other financial collective investment schemes. There is no exposure to equities, and the maximum credit rating for investments is BBB-.
Risks
The fund may be exposed to risks associated with low credit ratings (BB+ or lower), currency fluctuations (limited to 10% exposure), and potentially higher-risk assets (up to 10% of the portfolio). Additionally, investments in contingent convertible bonds and the use of derivatives for hedging and investment purposes may introduce additional risks.