Global Bond

Max. stock exposure
0%

This fund does not hold stocks in its portfolio.

About this solution

The Global Bond Fund invests globally and across a diversified range of government and corporate bonds, with the primary objective of preserving capital and delivering consistent returns above inflation. A careful selection of assets enables the construction of a balanced portfolio focused on stability and the protection of invested capital. It is an ideal solution for investors seeking income with a more conservative risk profile.

Minimum Investment Amount:

100,00€

Return per year*

Risk level:

2

Sector breakdown

Financials

40,9%

Government

12,9%

Industrial

12,4%

Utilities

9,0%

Others

24,8%

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.

An award-winning solution

Invest with lower, transparent costs

0%

Subscription

Redemption

Account management

Performance

0,85%

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.