Fundo Sixty Degrees PPR/OICVM Ações Globais
What we offer
The Fundo Sixty Degrees Ações Globais PPR/OICVM is an open-ended equity investment fund that invests in global equity markets and enables your savings to participate in the value creation of companies worldwide.
Designed for investors with a long-term horizon who seek to capitalise on the potential for share price appreciation whilst building their retirement savings, whilst benefiting from all the tax advantages of the PPR scheme.
A long-term perspective turns risk into opportunity
Volatility
A long-term perspective allows investors to navigate periods of volatility with discipline, mitigating risk and maintaining focus on their investment goals.
Growth
Innovation and productivity gains underpin economic growth and the creation of value by businesses over time.
Time
Time is on your side: Over the long term, the impact of short-term fluctuations tends to fade.
Subscription Conditions
- Recommended minimum subscription: €1,000
- Recommended minimum top-up amounts: €100
- No subscription, redemption or custody fees.
Documentation
Evolution of the Participation Unit (EUR)*
Data of 30-10-2026
Profitability (EUR)*
Return (EUR) since (24-03-2026 to 30-10-2026)
15.67%
Annual returns % (EUR)*
Return % (EUR)*
30-10-2026
*Source: data from the Fundo Sixty Degrees Ações Globais PPR/OICVM R (similar to Category C), marketed by Sixty Degrees SGOIC, S.A.
Distribution by Asset Class
Data of 30-09-2026
Distribution by Sector
Data of 30-09-2026
Risk
The shaded area on the scale below illustrates the risk classification of the Fund’s Founders and R Categories, based on the Summary Risk Indicator (SRI). The SRI provides guidance on the level of risk associated with this product when compared with other products. It shows the probability that the product will incur financial losses in the future as a result of market fluctuations.
13.33% Value-at-Risk (VaR)
For a 99 per cent confidence level, the VaR (%) represents the maximum loss on the Fund’s current Founders Category portfolio over a 30-day period.
10.29% Annualised volatility
The annualised volatility rate (%) is a risk indicator that measures the standard deviation of the Fund’s Founders Category’s daily returns since its launch date.
Notes
This information relates to the Founders Class of the investment fund managed by Sixty Degrees SGOIC, S.A. and does not replace the need to read the relevant constitutional documents: the Prospectus and Key Investor Information Document (KIID) for the product are available at www.sixty-degrees.com free of charge.
The figures refer to past performance, which does not take into account income tax on redemption (net of management and custodian fees); therefore, they do not constitute any guarantee of future returns, as the value of the investment may rise or fall depending on the funds’ risk level at that time. Sixty Degrees and Banco Carregosa caution that, as a general rule, higher returns are associated with a higher level of risk. The return would only be achieved if the investment were held for the entire reference period. The value of the units may rise or fall depending on the valuation of the assets comprising the funds’ portfolios, which may result in a loss of the capital invested.
Tax Benefits | Taxation
IRS tax deductions and reduced taxation upon redemption
Income Tax Deduction
* By the passive subject.
By subscribing to a PPR, you can deduct 20% of your annual payments from your personal income tax.
Reduced Taxation on Redemption
You can benefit from a reduced tax rate if you redeem the PPR in accordance with the legal conditions. The PPR is taxed at a reduced rate outside the conditions set out in the law, but not by as much.
Penalty-free redemption conditions
Redemption Conditions | When is it possible to redeem the PPR without penalties?
From the age of 60 or upon retirement. (1)
Long-term unemployment. (2)
Permanent incapacity for work. (2)
Serious illness. (2)
Payment of instalments for a mortgage on one’s permanent residence, unless it is repaid early. (1)
In the event of the participant’s death, redemption can be made by their beneficiaries or heirs. (2)
Notes:
(1) Provided that the PPR has been subscribed to for at least five years and at least 35% of the total payments have been made during the first half of the contract.
(2) At any time.
According to current legislation, redeeming outside of the above conditions requires the return of all tax benefits, plus 10% for every year that has elapsed.
