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Annual returns since inception(1)

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About Us


Optimize is an independent asset management company fully committed with its clients objectives, managing funds with a long-term perspective . This resulted in a strong performance and several awards earned since 2008.



Our Commitments

Independence

Security

Availability

Low comissions

Performance

Award-winning Institution

10

Awards


Well-known national and international institutions have awarded Optimize.

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Our team is always available to respond to your needs.

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In Optimize Client Portal you can follow the performance of your investments , change your strategy , manage your positions and much more!

Current quotes

Optimize funds have a daily quote so it's easy to track their performance.

(1) Past performance is not necessarily a guide to future performance. The value of the shares can increase or decrease depending on the risk level that varies between 1 (minimum risk) and 7 (maximum risk). The fund’s Prospectus and the Sub-funds KIIDs are available on the commercializing entities. The returns mentioned are net of management and deposit fees, audit costs and supervisory fee. The figures disclosed imply the taxation borne by the collective investment undertaking and the eventual payment of capital gains tax are investors responsibility. Investing in the collective investment undertaking may result in the loss of invested capital. The disclosed annualized performance measures, calculated based on a period exceeding one year, would only be obtained if the investment was made during the entire reference period. The annual returns are defined between the funds inception date (Optimize PPR Ativo on 25-09-2008, Optimize PPR Equilibrado on 25-09-2008, Optimize PPR Moderado on 19-08-2010, Optimize PPR Agressivo on 31-12-2018, Optimize Global Flexible Fund on 24-11-2008, Optimize Europe Value Fund on 31-12-2010, Optimize Global Bond Fund on 01-07-2013, Optimize Selecção Agressiva, Optimize Selecção Base and Optimize Selecção Defensiva on 02-11-2015, Optimize Capital Pensões Acções, Optimize Capital Pensões Equilibrado and Optimize Capital Pensões Moderado on 03-01-2011) and .

* Optimize PPR Agressivo have the best return in 2021, Optimize PPR Moderado have the best 10-year return and Optimize PPR Activo is the 3rd best 10-year fund in Portugal, on each risk level, in data published by APFIPP (Portuguese Fund Association) on 31-12-2021. Optimize Global Flexible Fund won a Morningstar Award in 2021 in the category of the Best Portuguese Multi-Asset Euro Equities fund.

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