Awards

Over the last few years, Optimize funds have been awarded by several well-known national and international organizations.

Morningstar

2016

Optimize Europa Valor received the Morningstar 2016 Award for the Best Portuguese European Equities Fund.


2017

Optimize Europa Valor received again the Morningstar 2017 Award for the Best Portuguese European Equities Fund.


2018

Optimize Investimento Activo received the Morningstar 2018 Award for the Best Portuguese Multi-Asset Euro Equities Fund.


2020

Optimize Investimento Activo received the Morningstar 2020 Award for the Best Mixed Portuguese Euro Fund. Optimize Obrigações also received the Morningstar 2020 Award for the Best Portuguese Fixed Income Fund.


2021

Optimize Investimento Activo received the Morningstar 2021 Award for the Best Multi-Asset Euro Equities Fund.

APFIPP
Jornal de Negócios

2017

Optimize Investimento Activo received the 2017 APFIPP - Jornal de Negócios Award in the Best Flexible Fund category.


2018

Optimize Europa Valor received the 2018 APFIPP - Jornal de Negócios Award in the Best Flexible Fund category.


2022

Global Flexible Fund received the 2022 Jornal de Negócios / APFIPP Award in the Best Flexible Fund category.

Optimize PPR Ativo received the 2022 Jornal de Negócios / APFIPP Award in the Best Retirement Fund with risk 4 category.

Optimize PPR Moderado received the 2022 Jornal de Negócios / APFIPP Award in the Best Retirement Fund with risk 3 category.


Optimize Funds on APFIPP

FundsPeople

2018

Optimize Obrigações (Fund page on FundsPeople) received the Consistent Fund Distinction by FundsPeople.

2020

Optimize Obrigações (Fund page on FundsPeople)received the Consistent Fund Distinction by FundsPeople.

Rankia Portugal


2019

Optimize Retirement Plans received the prestigious award from Rankia Portugal, in the category of Best Portuguese Retirement Plans.


Optimize page on Rankia

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