Why invest in funds with Openbank?
We don't charge you anything
No transfer fee.
No underwriting fee.
No custody fee.
No repayment fee.
The level of risk and the information of each of the Investment Funds marketed by Openbank, S.A. is detailed in the Investor Information Brochure or Investor Fundamental Data Document (DFI) for each of the Investment Funds, which is available at www.openbank.es.
You can now contract investment funds from Magallanes and Trea AM with Openbank, amongst other fund managers. We are also expanding our range of funds from Amiral, Amundi, Candriam, Groupama Avenir, Lazard, M&G and Seilern. And we are still working to provide funds from other managers to your customers. Access our investment funds search engine.
Investors are looking for these investment funds
Do you want to know more about Investment funds?
It consists of money that is shared by various investors and that is invested and managed by financial market specialists. Its main attraction is that you can get a higher return than investing separately.
To invest in a fund you simply have to buy one or several units of it. Invest at any time and from very small amounts.
The information leaflets and the document with the Fundamental Data for the Investor of the different investment funds that we commercialize, will be available on our website (https://www.openbank.es) and in the CNMV registry.
In the breakdown of each fund, you can check the risk levels from 1 to 7 established in accordance with the current regulations, so that you can invest in the investment fund that is most suited to your profile. Remember that past performance is no guarantee of future returns.
Please note that any investment in financial markets carries a risk, including the potential risk of loss of invested capital or lack of return. Expected returns are not a reliable indicator of future performance.
When you want you can recover what you invested, in addition to the earnings - minus the losses - that you have had. Only in the case of guaranteed funds do you have to wait for a specific term.
You are free to change from one fund to another at any time and distribute your investment between different markets, and without having to pay taxes until you have received the reimbursement of your investment.
You only have to pay the management and deposit fees indicated in each fund's prospectus. Openbank does not charge additional fees.
Of course. You just have to give us the order through the web or by phone and we take care of managing everything. Openbank also does not charge any fees for the transfer.
The shares that you transfer maintain the same value, date of initial purchase and fiscal seniority. And you can also transfer the funds you want within Openbank.
Do so through the website or app in the investment fund section. Or call our investment specialists on 91 177 33 16.
And if you prefer, we invest for you. From €500, and without being an expert, we have the advice of BlackRock®, the world's largest asset manager.
These are the spectacular results we achieved for our customers in 2019.
If you are still not a customer, first become a customer here, so you can access the investment fund that best suits your needs. Our advanced search engine will allow you to filter and select from a wide range of funds.
Take a look at the 'Why invest in Investment Funds' section. There, you will find this same information in a longer format.
We have made it very easy for you. Call 91 177 33 16 and our team of investment fund professionals will help you with everything you need.