Global Flexible

Investment in equities and bonds of companies and governments globally.
Max. stock exposure
100%

About this solution

The fund invests globally and in a diversified manner in equities and bonds from various regions around the world, taking a flexible and active approach by focusing on the assets best positioned to benefit from identified growth dynamics, while also optimizing the portfolio’s risk/return balance. The investment is predominantly in large-cap equities, although it also includes, to a lesser extent, small- and mid-cap stocks.

Minimum Investment Amount:

100,00€

Return per year*

Risk level:

4

Sector breakdown

Technology

36,3%

Consumer Discretionary

27,9%

Industrial

11,0%

Health

6,8%

Others

18,0%

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

Awarded three times by Morningstar in the category of Best Euro Allocation Fund in Portugal in 2018, 2020, and 2021.
The fund has also been recognized by APFIPP and Jornal de Negócios as Best Flexible Fund.

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.

Make your wealth grow

The best time to start investing was yesterday, the second best is today!

New to Optimize? Start by opening your account online.

*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.