Description
The fund will invest more than 75% of its total exposure in equity securities from European issuers and markets. At least 60% of the total exposure will be in equity securities issued by entities based in the euro area. These assets are focused on the ideas the management team thinks have the greatest revaluation potential. They may belong to high, medium or low capitalisation companies, irrespective of the economic sector to which they belong.The rest of the total exposure will be invested in public and private fixed income assets (including deposits, as well as unquoted money market instruments, providing they are liquid) from OECD issuers and markets. There is no predetermined rating for the assets.The average duration of the fixed income portfolio will be less than 1 year.Up to 10% of the capital may be invested in CISs.The maximum exposure to currency risk is 30%.The management benchmark is the performance of the EUROSTOXX 50 Index Total Return, for information and comparative purposes.The recommended time horizon is 5 years.The Fund promotes environmental or social characteristics (art. 8 Regulation (EU) 2019/2088).The full investment policy and other legal information can be found in the prospectus and in the key investor information document (KIID), which are available on the website www.caixabank.es, in the CNMV registry and on www.cnmv.es.