SWM Renta Fija Objetivo 2026 Z FI

The fund aims to invest between 50-100% of its assets in financial collective investment schemes (CIS), harmonized or not (up to 30% in non-harmonized CIS), from the management company's group or not, mainly focusing on multi-strategy absolute return CIS (not linked to market performance).

The fund invests 0-100% of its total exposure in Equities, either directly or indirectly through CIS, and the rest in Public/Private Fixed Income assets (including deposits and money market instruments, listed or not, liquid). The currency risk exposure will range from 0-100% of the total exposure. The fund uses Value at Risk (VaR) risk control, setting a maximum one-year VaR (95% confidence) of 7%.

Some of the risks associated with this fund include market risk, currency risk, and the risk of investing in CIS, which may be subject to specific risks related to their investment strategies and underlying assets. Additionally, the use of VaR as a risk control measure does not guarantee the absence of losses beyond the VaR limit.

https://www.singularam.es/swm-renta-fija-objetivo-2026-fi-clase-a/