Themed funds

Your little bit to contribute to a better world.

Funds that invest in issues we are all familiar with because they are part of our daily lives and what really matters to us and affects our lives. Funds that invest in what affects you and yours, and society as a whole, directly and palpably.

Issues that will be on-trend today, tomorrow and always.
Companies destined to improve and revolutionise society.
The value of investment funds³ can fall well as rise, and you may get back less than you invested. Investments may involve exchange rate risk.

Funds that invest in "real life" issues: in our concerns, in our desires and in our social commitment.

New behaviours that are here to stay with direct benefits for three key economic sectors:

Environment

We know that what we do to our ecosystem - good or bad - will be part of our legacy. Environmental funds invest in companies with ecologically sustainable development or a positive impact on the environment: such as energy, services, infrastructure and technology development.

Technology

We all know that, thanks to technology, we can now work and hold classes remotely, love each other, shop... But while we are enjoying this technology, others are continuing to research, advancing towards a future that is more accessible and safer, imagining things most of us are incapable of imagining but which will become part of our everyday lives in the medium term.

Consumer loans

The lengthy duration of the health emergency has reinforced remote procurement and created a new habit. Going forward, companies will continue to evolve this business model that has become part of everyday life.

Health

Funds that invest in both large and small-cap companies. Development of diagnostic equipment, new drugs that change the diagnosis and treatment of diseases such as cancer. Also includes prevention, investing in sectors related to nutrition, dedicated to improving food quality, accessibility and production.

Bankinter Metaverso by Edmond de Rothschild, FI

With you, our customers, we want to be one of the first to invest in the world of the future. And the way we are going to do it is through the Bankinter Metaverso by Edmond de Rothschild FI fund¹, an innovative proposal to capture the long-term development of the elements that will shape the metaverse.

While everyone is talking about the metaverse, you can invest in it.

See factsheet Purchase

The future we have been waiting for is called now.

Artificial intelligence coexists and improves our lives on a daily basis and does so in many different ways, even though we are often unaware of everything it does for us.

Money, love... what about health?

Preventive medicine helps us to take responsibility for and address life's challenges, all with a simple change of attitude.

Invest thinking about everyone and everything, and about your money:

Our thematic funds consider three factors that are objectively essential criteria for investing:

A transformed future

Most changes are cyclical (fashions and trends), but in this case we are talking about a “megatrend”: transformative structural changes that are likely to have long-term social consequences.

Decorrelation

Assets that, because of their area, behave independently in situations that might affect other assets in the markets.

Diversification

In most cases – and those are the ones that shape our investment criteria – we are talking about companies with worldwide income sources, companies that add diversification and therefore something extra to our portfolios.

All areas combined in a single fund.

A selection of long-term economic areas and drivers compiled by our managers and analysts and grouped into a single fund.

Name

CNMV reg. no.

Selection of Bankinter themed funds.

Selection of funds classified under sector and area criteria:

Name

CNMV reg. no.

Useful information

SEE SUMMARY IN SPANISH OF INVESTOR RIGHTS FOR THE BANKINTER METAVERSO FUND BY EDMOND DE ROTHSCHILD, FI
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¹ Bankinter Metaverso by Edmond de Rothschild, FI: The fund manager may decide to stop marketing the funds in the situations provided for in applicable legislation, in accordance with Article 93b of Directive 2009/65/EC and Article 32b of Directive 2011/61/EU. The key investor information document, prospectus and all other legal documents related to Bankinter's collective investment institutions are available at any of our branches, on the Bankinter website (www.bankinter.com) and on the Spanish National Securities Market Commission (CNMV) website (www.cnmv.es).
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² The fees shown are the sum of the management and depositary fees. These fees are charged annually.
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³ Investment funds: The key investor information document, prospectus and all other legal documents related to Bankinter's collective investment institutions are available in Spanish at any of our branches, on the Bankinter website (www.bankinter.com) and on the website of the Spanish National Securities Market Commission (CNMV).