01
Where Investments Are Made
Which companies, bonds, or other investments are included in the fund, and how the money is allocated among them.
SR Financial - Product Family
Investment Funds
A fund pools money from various investors to invest in different assets, such as bonds or stocks. A professional team is responsible for managing it. We help you explore different traditional investment options and evaluate each fund based on your goals and how long you plan to hold the investment.
How it works
Key considerations
We'll explain where each fund invests, how it might perform, and what its terms are.
02
Timeframe and Variations
The value of the fund may go up or down. We'll explain the risks involved and how long it's recommended to hold the investment.
03
Costs and Access to Money
How much does it cost to invest, and how do you request a deposit or withdrawal, along with the timeframes for each fund?
How Funds Are Selected
When selecting traditional investment options, you should look at what each fund invests in, how it has performed, and who manages it. Comparing funds from different management firms allows you to evaluate different ways of investing and find options that fit your needs.
Before making a decision, you’ll have access to information summarizing how the fund works, its costs, and its risks. You can review it at your leisure and ask any questions you may have. Past performance helps you understand the fund’s track record, but it does not guarantee future results.For more information: CNMV - Investment Funds.
Before reaching out
Frequently Asked Questions
Do all funds invest in the same way?
Each fund has its own investment strategy. Some focus on bonds, others on stocks, and still others combine different types of investments. This mix affects their potential returns and risks.
How can I redeem my capital?
A request is made to redeem the shares, that is, to withdraw the money invested. The payment timeline and any possible restrictions depend on the fund. We will explain these details to you before you invest.
How much should I start with?
The minimum amount depends on the fund and the share class. We will let you know the required amount and the conditions for making new contributions before you make your decision.
Would you like to speak with an advisor?
Tell us what you want to invest in and when you'd like to use your money.