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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.
The Fund’s quote varies according to the performance of financial markets and the appreciation of the assets in its portfolio.
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.
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Redemption
Account management
Performance
Investment Management fee
The published returns are already net of this fee.
The best time to start investing was yesterday, the second best is today!
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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.
