Invest in the trends that will shape the future

The world we live in is undergoing rapid and significant changes in many aspects such as demographics, technology, the environment, and in social values and behaviours. This dynamic environment is causing transformative changes in our communities, businesses and economies.

The Santander Future Wealth, F.I. fund gives you the opportunity to be part of those changes by investing in leading and disruptive companies in the market. The criteria for selecting investments follow key social, technological and environmental trends.

What does this thematic fund invest in?

Features of the  Santander Future Wealth, F.I thematic fund

  • It is a global equity fund, which allocates at least 75% of its assets to equities and the rest of the total exposure is invested in fixed income.
  • The aim of this investment fund is medium and/or long term, with a time scale of more than 5 years.
  • The fund is listed in the CNMV register as number 5178.
  • You can check the Brochure, the DFI and the complete product file here.

Minor risk
Potentially less return

Major risk
Potentially greater return

1

2

6

4

5

6

7

"1" does not mean that the investment is free of risk.

Fund participation classes

Class ISIN Minimum initial investment Management fee

Deposit
fee

Fund evaluation File and arranging

Class
A

ES0174979007

1 participation

1,35% + 9% success, annually
on equity

0,10% annually
on equity

D+1

ARRANGE

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What does Santander Future Wealth, F.I. invest in?

Discover the trends that our specialised analysts follow to select the assets in which this fund invests.

Risks of investing with the Future Wealth, F.I. fund

Investing in mixed investment funds implies assuming a certain level of risk that will depend on the composition of each fund, market fluctuations and other factors associated with investing in securities.

In general, investing in funds involves assuming the following risks:

  • CREDIT RISK
    Due to the quality of the assets in which it invests, as well as its issuers, this is the risk that the issuer will not be able to meet the payments.

  • MARKET RISK
    The possibility that financial instruments are listed or have a value below the price we have paid for them:

    Interest rate risk: interest rate fluctuations affect the price of fixed-income assets. The sensitivity to this risk depends on the duration of these assets.

    Foreign exchange risk: fluctuation of the exchange value in the case of assets denominated in currencies other than the reference currency of the participation.

    Market risk due to investing in equities: derived from variations in the price of equity assets.

    Risk from investing in emerging markets: political changes or economic circumstances can affect the value of investments.

    Geographical or sectoral concentration risk: the concentration of our investment in the same area or sector increases market risk.

  • RISK FROM INVESTING IN DERIVATIVE FINANCIAL INSTRUMENTS
    Investing in derivatives (futures, options, etc.) may incorporate higher risk given the nature of these products.

  • LIQUIDITY RISK
    The risk that no counterparty is found in the market and, therefore, a product cannot be sold.

  • SUSTAINABILITY RISK
    These risks correspond to environmental, social or governmental events or conditions. The sustainability risk of the investments will depend, among others, on the type of issuer, the sector of activity and its geographical location.

Santander Future Wealth, F.I.

Icon / check Created with Sketch. Invest in future consumer and health trends.

Icon / check Created with Sketch. Opt for companies that create and implement technology.

Icon / check Created with Sketch. Make an environmental investment with the future in mind.

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