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INVESTMENT FUNDS

Our funds are looking forward to meeting you

Are you a customer but still don't have your login details?

Flexibility

Choose the investment fund that best fits your investor profile.

No enrollment fee

Access the financial market without initial sign-up costs.

Agility

Manage your investments quickly and easily through our Digital Banking platform.

Tax benefits

Taxed only when your investment fund is reimbursed.

INVESTMENT FUNDS: EVERYTHING YOU NEED KNOW

An investment fund is a product made up of the contributions made by numerous unit holders. Its equity is managed by a fund management firm, which tries to attain the highest possible return. The fund can invest in wide variety of:

 

- Financial assets (currencies, shares, bonds, etc.)

- Non-financial assets (real estate, raw materials, etc.)

 

The risk level associated to both types of assets is determined by their economic fluctuations in the market.

 

More about what an investment fund is.

Subscribing an investment fund through Digital Banking is very easy. You only need to have a fund account beforehand, where all your subscription and redemption transactions will be displayed.

 

Find out more about how to subscribe an investment fund.

You can transfer entire investment funds or just a specific number of units, which will maintain their date and acquisition value. The capital thus transferred will not be subject to taxation and will only be taxed at the time of effective sale.

 

Make your investment fund transfer now.

 

Further information on how to transfer an investment fund.

The transfer of investment fund units is dealt with as a capital gain or loss for tax purposes, using the amount resulting from:

 

Change in equity = (Sale value) - (Acquisition value)

 

Further information on the taxation of an investment fund.

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Investment Fund Catalogue

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Investment Fund Search Engine

Fondos de Inversión Socialmente Responsables

Investing is now good for the environment

Find out about our Socially Responsible Investment Fund

Further information

MIFID Policies

In this section you can access the different policies adopted by Unicaja Banco to offer you the most appropriate protection within the framework of the new regulations on financial instruments markets, as well as information on them. 

Contracting process an investment fund

Regardless of whether you are an individual or a company, you can easily subscribe an investment fund wherever you may be.

 

What do you need beforehand in order to subscribe your investment fund through us?

  • Have a fund account.
  • Be a user of electronic banking.

 

If you are customer but do not have a digital banking username, you can register here.

 

Steps to subscribe an investment fund through Unicaja Banco

 

It is very simple. You can subscribe your fund in just two steps:

  1. Subscribe your investment fund. You can do it from here or by logging in from the button you can find at the top of this page.
  2. Select the investment fund you are most interested in either from the fund catalogue or by using the fund search engine directly.

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Can we help you?

Call us on 952 076 263 or on 901 246 246

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