An efficient and automated route

Smart Money is a portfolio management service that is made up of exclusive underlying funds called Smart Funds. These funds aim to provide a return that is very similar to that of an index, as efficiently as possible.* By channelling investment through funds, you can access opportunities that are generally closed to the individual investor.

 

Access to different markets and assets from just €500.

Transparency in costs: fixed annual fee of 0.73% (VAT included) of your average portfolio balance.**

An automated, easy, quick and streamlined system.


* The value of the investment in the funds in which the portfolios may invest is subject to market fluctuations, and therefore may incur losses.

** The price does not take into account the costs and expenses of the underlying funds. These are implicit in the daily valuation of the investment funds.

Track your investments

From the CaixaBankNow online platform, you can view all your information, updated daily:

  • Balance and any gains
  • Performance statistics
  • Distribution of assets
  • Composition of the portfolio

You will also receive regular alerts to keep you informed of the progress of your investments.

How does Smart Money work?

 

Answer a few questions, such as how much you want to invest or what risk you are willing to take.

We will advise you on the best investment portfolio for you.

Sign up and monitor your portfolios from the CaixaBankNow online platform.

Do you have questions about Smart Money?

Not a customer yet?

Become a customer in just 5 steps and sign up for Smart Money through CaixaBankNow.

Become a customer

Smart Money is a discretionary portfolio management service for investment funds provided by CaixaBank, S.A. and delegated to CaixaBank, A.M., SGIIC, S.A.U., No 15 in the CNMV register. CecaBank, S.A., with CNMV registration number 236, is the depositary of the funds in which the portfolios invest. CaixaBank must determine that the service is suitable for the customer before signing with him/her the management contract. You can view the prospectuses, as well as the key investor information documents of the investible funds at www.caixabankassetmanagement.com, at caixabank.es, and in the Official Registers of the CNMV.

NRI: 5950-2023/09542

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