CX Investment funds

Whatever you are like, we have an investment fund for you

Each investor is willing to accept different levels of exposure and risk. So CatalunyaCaixa’s new profiled funds offer optimal diversification of your investment through a single product regardless of the amount of your investment and tailored to your risk profile. They are global funds of funds with a diversified investment policy based on the level of equity exposure specified for each fund.

Invest in the fund that best suits your risk profile and time horizon or diversify your investment among the three profiled funds.

Funds portal

Find out more about CX funds

Discover CX’s new profiled funds

Prudent. CX Multi-Asset 30

It offers investing up to 30% of assets in equity based on market opportunities and movements and is suitable for conservative investors who are now looking for a higher return and want to get started in investment funds.

International mixed fixed income fund of funds
Up to 30% in international equity. The remaining 70% is invested in fixed income securities in the international market.

Recommended time horizon for the investment is not less than 5 years.

Moderate. CX Multi-Asset 70

It offers investing between 30% and 70% in equity depending on the opportunities of the moment. It is suitable for investors who already know about investment funds but with an investment that usually focuses on fixed income, so with this fund they can get into equity.

International mixed equity fund of funds
Up to 70% in international equity. The remaining 30% is invested in fixed income securities in the international market.

Recommended time horizon for the investment is not less than 5 years.

Resolute. CX Multi-Asset 100

It offers investing between 70% and 100% in equity for investors who have greater experience of risk and want the peace of mind of knowing that their investment is constantly adapted to achieve the maximum return.

International equity fund of funds
Between 70% and 100% in international equity.

Recommended time horizon for the investment is not less than 5 years.

Why should you choose a profiled fund?

Optimal diversification of investment through a single product, regardless of the amount of the investment.
Reduced risk compared to investing in a single asset.
Active and professional management by an expert manager who makes changes in the portfolios according to market trends.
Access to prestigious international markets and managers which can only be directly accessed with a lot of capital.
High liquidity because you can transfer or redeem your participations whenever you want.
Good tax treatment because you can defer paying tax on your earnings until the time of surrender.

Our bestselling funds

CX Multiactiu 30

CX Borsa Dividends

CX Creixement

Additional information

Offer valid for new money transfers or contributions to CX investment funds representing a net increase in volume. The premium on the net increase will paid into the current account in January 2016. Funds excluded from the promotion: monetary, fixed income, guaranteed funds, passive management funds and third-party funds. Four years or two and a half years commitment to maintain positions in CX investment funds on August 2015 plus the net amount transferred or contributed during the promotional period. Offer not combinable with other earlier promotions which may jeopardise the volume of investment funds.

Taking out investment funds is subject to prior assessment by CatalunyaCaixa of the convenience of the product using the MiFID test.

The investment funds in this promotion are registered with Spain’s National Securities Market Commission (CNMV) by fund manager CatalunyaCaixa Inversió, SGIIC, registered with the CNMV under no. 20 dated 12/11/1985, CIF: A08993024. Custodian and marketer: Catalunya Banc, SA., CIF: A65587198. There is a prospectus available to customers in branches and in the CNMV register along with key investor information.