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Selection of Investment Funds
Choosefrom a diversified selection of funds to build a portfolio adjusted toyour time frame and investment goal based on the more than 1,200investment funds available at Banco Carregosa. The portfolios includeequity funds, bond funds as well as alternative funds (Absolute Returnand Mixed). They cover various geographies and sectors. The investmentin bonds is mainly in investment grade securities.
Defensive
Balanced EUR
Balanced USD
Growth
Preservationof capital adjusted for inflation. Conservative strategyboth in the selection of assets that make up theportfolio and in the monitoring thereof. Active,risk-averse management seeks to deliver a return aboveinflation.
Characteristics
-Portfolio made up mostly of bonds.
-Preservation of capital adjusted for inflation.
-Minimum recommended investment horizon: 3 years.
-Risk rating: Low.
Access conditions
Minimumamount: €10,000.
Note:The amount to be invested must respect the minimumsubscription amount for each selection and must becalculated in multiples of €1,000.00.
Itsmain objective is capital preservation and the secondaryobjective is its appreciation. Through a dynamicallocation of assets, it seeks to appreciate capital inthe long-term. See also the Balanced solution inUSD.
Characteristics
–Portfolio mainly made up of bonds and stock.
–Main objective: capital preservation; secondaryobjective: capital appreciation.
–Minimum recommended investment horizon: 4 years.
–Investment in dollars
–Risk rating: Average
Access conditions
Minimumamount: €10,000.
Note:The amount to be invested must respect the minimumsubscription amount for each selection and must becalculated in multiples of €1,000.00.
Itsmain objective is capital preservation and the secondaryobjective is its appreciation. Through a dynamicallocation of assets, it seeks to appreciate capital inthe long-term. See also the Balanced solution inEUR.
Characteristics
–Portfolio mainly made up of bonds and stock.
–Main objective capital preservation; secondaryobjective: capital appreciation.
–Minimum recommended investment horizon: 4 years.
–Risk rating: Average
Access conditions
Minimumamount: €10,000.
Note:The amount to be invested must respect the minimumsubscription amount for each selection and must becalculated in multiples of €1,000.00.
IItsobjective is capital appreciation. Aggressive allocationof assets. As this portfolio privileges a very highexposure to stock, it has a high equity risk.
Characteristics
–Portfolio mainly made up of stock.
–Main objective: capital preservation
–Minimum recommended investment horizon: 5 years.
–Risk rating: High
Access conditions
Minimumamount: €10,000.
Note:The amount to be invested must respect the minimumsubscription amount for each selection and must becalculated in multiples of €1,000.00.
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Customer Support Line
Hours: Monday to Friday, from 09:00 to 19:00.
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