Europe Value

Max. stock exposure
100%

About this solution

The Europe Value Fund invests in a diversified portfolio of equities and bonds issued by highly liquid European companies, combining active and flexible management. The fund aims to identify and capture opportunities in assets that are best aligned with Europe’s growth dynamics, while maintaining strict control over the portfolio’s risk/return profile. Its strategy focuses on fundamentally strong companies with upside potential, adjusting exposure to different sectors and markets in line with the prevailing economic environment.

Minimum Investment Amount:

100,00€

Return per year*

Risk level:

4

Sector breakdown

Industrial

26,7%

Consumer Discretionary

22,0%

Technology

13,2%

Financials

12,7%

Others

25,4%

Some holdings

Ações

Optimize’s funds are well diversified, these are just a few examples of the fund’s current holdings.

The composition of the fund portfolios varies over time. This data was last updated on 2025-01-23.

Quote chart

The Fund’s quote varies according to the performance of financial markets and the appreciation of the assets in its portfolio.

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Invest with lower, transparent costs

0%

Subscription

Redemption

Account management

Performance

1,25%

Investment Management fee

The published returns are already net of this fee.

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*Disclaimers

Returns

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. Data last updated on 2025-09-30.