Amundi, Europe’s leading asset manager1, and CaixaBank, the leading bank in Spain2, are happy to announce the launch of a new co-designed range of Lifecycle ETFs. These innovative multi-asset3 funds adapt over time to the evolving risk profiles of savers.
Unique in the European ETF market4, the funds offer a gradual and automatic adjustment of their allocation. As the ETF approaches its target date, the equity allocation in the portfolio progressively decreases while the share of bonds increases, following a predefined allocation strategy5.
This makes these ETFs particularly suited for those pursuing specific financial objectives over the long term.
Crafted for accessibility and simplicity, the Lifecycle ETFs implement a predetermined risk management through a multi-asset and cost-effective approach, with low management fees of 0.18%6.
CaixaBank has played a crucial role in the design and development of these Lifecycle ETFs, leveraging its deep understanding of client needs and commitment to innovation. By collaborating closely, Amundi and CaixaBank have ensured that these products not only meet the evolving demands of investors but also push the standard in client-centric financial solutions.
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[1] Source: IPE “Top 500 Asset Managers” published in June 2024, based on assets under management as at 31/12/2023
[2] Source : CaixaBank, January 2025
[3] Diversification offers no guarantee of performance and does not protect against potential loss.
[4] Source: Amundi ETF, within the European UCITS ETF market, January 2025
[5] For more information on the investment objectives of the funds, please refer to the ICDs or the prospectus.
[6] Management fees refer to the management fees and other administrative or operating costs of the fund. For more information about all the costs of investing in the fund, please refer to its Key Information Document (KID).
