Prepare your investments for a new era in the markets with thematic investment funds
The healthcare crisis has caused many changes to our lives which have subsequently had an impact on our investments and the economy. New investment opportunities have also surfaced in this new era
Are you familiar with thematic funds?
Their investment philosophy is based on the incorporation of assets focused on the big trends that have an impact on the global economy. Some examples of thematic funds are: Sustainable Investment Funds (ESG), Healthcare Funds, Technology Funds, Funds investing in Gold and Precious Metals, Funds investing in China, Consumption Funds, Alternative Energy Funds, Infrastructure Funds and Inflation-Linked Bond Funds, amongst others.
Investment in this sector has become one of the leading investment alternatives in recent times, and it could also be an interesting sector in the medium and long term.
What are healthcare funds?
Most of these funds invest in a wide variety of companies comprising generic manufacturers, pharmaceutical and biotechnology companies, technology companies and medical services. Investments are made following careful analysis.
You can also find them by searching for the key term “Health” in our Fund Finder tool.
Another interesting option that allows you to invest in well-established technology companies, and offers an easy way to take stakes in one of the drivers of the economy..
What are technology funds?
Most of these funds diversify their investments across a wide range of technology, media and telecommunications companies, but they can also invest in companies that can benefit from or are related to artificial intelligence.
You can also find them by searching for the key term “Tech” in our Fund Finder tool.
Funds investing in Gold and Precious Metals:
An interesting alternative to the new market situation, offering fresh opportunities.
What are Gold and Precious Metal Funds?
They are funds that invest primarily in mining companies, although some may buy gold or other metals directly. Most of them focus their investment on gold mining, although some have exposure to silver, platinum and common metals mining industries.
You can also find them by searching for the key term “Gold” in our Fund Finder tool.
An attractive and more affordable investment alternative.
What are index funds?
There are two types of funds in the market: actively managed funds and passively managed funds. Index investment funds correspond to passive management, where managers of these funds are responsible for replicating an index (stock or fixed income) as accurately as possible.
For example, an investment in an index fund that tracks the Spanish IBEX35 index would replicate its performance, whether positive or negative
You can also find them by searching for the key term “Index” in our Fund Finder tool.
Sustainable Investment Funds (ESG):
An attractive investment alternative which also cares for the planet.
What are sustainable investment funds?
“Green” or sustainable investment is an investment that has environmental, social and good governance criteria. It is also known by its initials, ESG (Environmental, Social and Governance).
In addition to being socially and environmentally responsible, this type of investment is intended to be more stable and efficient in the medium and long term. By investing in quality companies, these thematic funds help to maintain returns and even reduce volatility.
You can also find them by searching for the key term “ESG” in our Fund Finder tool.
These are funds that invest in inflation-linked bonds, which as their name indicates, are funds that offer varied returns in line with changes in consumer prices. For example, if one-year inflation is positive, the coupon value will be higher; and if one-year inflation is negative, the coupon value may be lower. These funds are suitable for protecting investors against uncertainty.
See the inflation-linked bond funds available at Openbank.
You can find them using our Fund Finder tool, by entering “INFLATION”.
These funds invest in Chinese companies, which can span a range of many different types, such as consumer or luxury goods companies. China has become the leader in its region and is now ranked the second largest global economy. It is also the world’s most populous country with a large workforce, in turn offering attractive conditions for investments.
China is without a doubt an interesting market to explore. It is one of the world’s largest markets and offers an economy that is fundamentally oriented towards services and consumption. Discover its potential.
See the funds that invest in China available at Openbank.
You can find them using out Fund Finder tool by entering “CHINA”.
Funds that invest primarily in companies that manufacture or distribute consumer goods and services. With the crisis caused by COVID-19, we’ve seen the importance that a sector as basic as the consumer sector has in our lives. It’s important to draw a line between the Consumer Cyclical Sector (such as tourism, the consumption of luxury goods, etc.) and the Consumer Non-Cyclical Sector (basic and domestic consumption), which has performed significantly better on the back of the current situation.
See the consumer sector funds available at Openbank.
You can find them using our Fund Finder tool by entering “CONSUMER”.
These are funds that invest primarily in companies related to solar, hydroelectric, wind and nuclear energy. These funds invest in companies around the world that use, or benefit from, the global transition to production and energy consumption that generates fewer CO2 emissions.
See the alternative energy funds available at Openbank.
You can also find them using our Fund Finder tool by entering “ENERGY”.
These are investment funds that invest in companies around the world working in energy sectors or industries (transmission, distribution and generation of gas and electricity), engineering, construction, transportation (road, airports, ports and rail), water (irrigation, drinking water and wastewater treatment), communications (radio, television and mobile antennas, satellites, fibre and copper cables), real estate development and utilities.
See the infrastructure funds available at Openbank.
You can also find them using our Fund Finder tool by entering “INFRASTRUCTURE”.
Thematic Funds are a great investment alternative!
Remember that at Openbank you have more than 2,000 funds to invest in from €1 with no transfer, subscription, redemption or custodian fees.
Any investment involves risks, including a lack of return and/or a loss of invested principle. The value of the investment is subject to market fluctuations and past performance is no guarantee of future results.
The level of risk and information regarding each of the Investment Funds marketed by Open Bank, S.A. is detailed in the Prospectus or Key Investor Information Document for each of the Investment Funds, available at https://www.openbank.es/en and www.cnmv.es.
Are you an Openbank customer and want to transfer your investment funds?
Please get in touch with our investment specialists on (+34) 91 177 33 16 - they will handle the transfer and we won’t charge you anything. Remember that you will need your signature key (8 digits) to issue an order for the transfer. We also recommend having the following to hand:
- ISIN of the fund you want to transfer and your Common Account Number in that fund. If the source fund is international, please let us know which bank or branch it is in so that we can identify the fund distributor.
- ISIN of the target fund.
Indicate whether you would like to apply for a partial or total transfer (by amount or units). Don’t forget that in order to process your transfer application, the holders of the source and target funds must match. This operation carries no fiscal operations and you must maintain the seniority of the transferred shares.
As soon as your funds are available in Openbank, you can carry out the following and at no charge whatsoever: purchase new funds, make additional subscriptions, transfers between funds in Openbank and redemptions.
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Tax benefits of funds: transfer your money from one fund to another without being subject to tax. For further information and help, call our experienced team of AFI-certified specialists on (+34) 91 177 33 16.