Fundo Sixty Degrees PPR/OICVM Flexível
What we offer
The Fundo Sixty Degrees PPR/OICVM Flexível is a flexible open-ended investment fund that combines active management with a global diversification strategy.
Designed for investors seeking a retirement savings solution with long-term capital growth potential, whilst benefiting from all the tax advantages of the PPR.
Flexible Management
An investment strategy tailored to market conditions.
Diversification
A diversified portfolio across multiple asset classes.
Experienced Team
Managed by professionals with decades of experience.
Transparency
Clear information and detailed reports.
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 (02-02-2021 to 30-10-2026)
22.69%
Annual returns % (EUR)*
Return % (EUR)*
30-10-2026
*Source: data from the Fundo Sixty Degrees PPR/OICVM Flexível - Category R (similar to Category C), marketed by Sixty Degrees SGOIC, S.A.
Distribution by Asset Class
Data of 31-10-2026
Distribution by Country
Data of 31-10-2026
Risk
The shaded area of the scale above highlights the fund's (share class I and R) risk classification based on the Summary Risk Indicator (ISR). The ISR indicator is a guideline on the level of risk of this product when compared to other products. It shows the likelihood that the product will suffer financial losses in the future due to market fluctuations.
2,91% Value-at-Risk (VaR)
For a 99% confidence level, VaR (%) represents the maximum loss of the Fund's share classe I current portfolio within 30 days.
4,48% Annualized volatility
The annualized volatility rate (%) is a risk indicator that measures the standard deviation of the Fund's share class I daily returns since its launch date.
Notes
This information concerns the investment fund’s share class I managed by Sixty Degrees SGOIC, SA and does not dispense the reading of the respective constitutive documents:Fund prospectus and fundamental information for investors (IFI) are available at www.sixty-degrees.com without any burdens or charges.
The values refers to past recorded returns that do not consider income tax on redemptions (net of management fees and depositary), so they do not constitute any guarantee of future returns since the value of the investment may increase or decrease depending on the funds level of risk at that time. Sixty Degrees warns that, as a rule, greater profitability is associated with a higher level of risk. Profitability would only be obtained if the investment was made during the entire reference period. The value of 1 fund share may increase or decrease depending on the valuation of the assets that make up the fund holdings, which may imply loss of invested capital.
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.
