Awards
Over the last few years, Optimize funds have been awarded by several well-known national and international organizations.
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.
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.
2018: Optimize Obrigações received the Consistent Fund Distinction by FundsPeople.
2020: Optimize Obrigações received the Consistent Fund Distinction by FundsPeople.
2025: Optimize PPR Ativo received a Distinction by FundsPeople.
2019: Optimize Retirement Plans received the prestigious award from Rankia Portugal, in the category of Best Portuguese Retirement Plans.
2025: The Portugal Golden Opportunities Fund received an award at the Euronext Lisbon Awards.