Caixabank Small & Mid Caps España Cartera FI

The fund aims to achieve returns that track the performance of the IBEX Small Cap Total Return and IBEX Medium Cap Total Return indices by adjusting the portfolio composition accordingly. The fund will invest at least 75% of its total exposure in Spanish equities, primarily focusing on medium to small-cap companies (typically less than 3,000 million euros).

The fund will primarily invest in Spanish equities, with no predetermined sector allocation. Additionally, the fund will allocate the remaining exposure to fixed income assets, both public and private, with a minimum medium quality rating (BBB-, BBB, BBB+). The fund may also invest up to 10% of its assets in other collective investment schemes.

Investing in small-cap assets may negatively impact the fund's liquidity. The fund may also be exposed to currency risk, with a maximum exposure of 30% of the total exposure. Additionally, the fund may invest in assets that introduce higher risk, such as those with lower liquidity or issuer type.

https://www.caixabankassetmanagement.com/en/caixabank-small-mid-caps-espana-fi-clase-estandar