Trabalhamos para salvaguardar e construir riqueza a longo prazoTrabalhamos para salvaguardar e construir riqueza a longo prazoTrabalhamos para salvaguardar e construir riqueza a longo prazoTrabalhamos para salvaguardar e construir riqueza a longo prazo

We work to safeguard and build wealth over the long term

At a Glance

...

Assets under management

...

Investors

...

Annualized returns of Individually Managed Accounts

Since November 15, 2010

...

Annualized returns of Save&Grow PPR Founders

Since October 1, 2020

We measure our success based on the value we can create for our Clients over time.
Accumulated returns
...
Annualized returns
...
Risk classification
6
In ...
Fetching data failed. Please try refreshing the page.
Save&Grow PPR Founders
MSCI World Eur

Performance

In ...

Since inception (01 Oct 2020)

 

3 months

YTD

1 year

3 years*

5 years*

10 years*

Accumulated

Annualized

Risk classification

Fetching data failed. Please try refreshing the page.
Returns are presented net of management and depositary fees, transaction costs, accounting, auditing and supervisory fees. Individual Account performance is calculated utilizing the Time Weighted Rate of Return Method (TWRR). The composite includes all portfolios which have over 75% of assets invested in equities. Performance data reflects past performance and does not guarantee future results. Investors are liable for capital gains tax payment when redeeming their shares in the fund. Investing in equities may result in loss of capital.
‍* Performance for periods over one year is annualized. The indicated returns would only be obtained if the investment was made during the entire reference period.
** Bloomberg Barclays Euro Agg Bonds
Accumulated returns
...
Annualized returns
...
Risk classification
6
In ...
Fetching data failed. Please try refreshing the page.
Save&Grow PPR Prime
MSCI World Eur

Performance

In ...

Since inception (07 Oct 2021)

 

3 months

YTD

1 year

3 years*

5 years*

10 years*

Accumulated

Annualized

Risk classification

Fetching data failed. Please try refreshing the page.
Returns are presented net of management and depositary fees, transaction costs, accounting, auditing and supervisory fees. Individual Account performance is calculated utilizing the Time Weighted Rate of Return Method (TWRR). The composite includes all portfolios which have over 75% of assets invested in equities. Performance data reflects past performance and does not guarantee future results. Investors are liable for capital gains tax payment when redeeming their shares in the fund. Investing in equities may result in loss of capital.
‍* Performance for periods over one year is annualized. The indicated returns would only be obtained if the investment was made during the entire reference period.
** Bloomberg Barclays Euro Agg Bonds
Accumulated returns
...
Annualized returns
...
In ...
Fetching data failed. Please try refreshing the page.
Individually Managed Accounts
MSCI World Eur

Performance

In ...

Since inception (15 Nov 2010)

 

3 months

YTD

1 year

3 years*

5 years*

10 years*

Accumulated

Annualized

Risk classification

Fetching data failed. Please try refreshing the page.
Returns are presented net of management and depositary fees, transaction costs, accounting, auditing and supervisory fees. Individual Account performance is calculated utilizing the Time Weighted Rate of Return Method (TWRR). The composite includes all portfolios which have over 75% of assets invested in equities. Performance data reflects past performance and does not guarantee future results. Investors are liable for capital gains tax payment when redeeming their shares in the fund. Investing in equities may result in loss of capital.
‍* Performance for periods over one year is annualized. The indicated returns would only be obtained if the investment was made during the entire reference period.
** Bloomberg Barclays Euro Agg Bonds

The Intelligent Investor

We believe that an investment in knowledge always pays the best dividends.Explore our latest investment content.
The Little Book That Builds WealthThe Little Book That Builds Wealth

The Little Book That Builds Wealth

Lucky versus RepeatableLucky versus Repeatable

Lucky versus Repeatable

T6#10. TSMC: The Invisible Giant of the Digital AgeT6#10. TSMC: The Invisible Giant of the Digital Age

T6#10. TSMC: The Invisible Giant of the Digital Age

T6#09. Adobe: Creativity without LimitsT6#09. Adobe: Creativity without Limits

T6#09. Adobe: Creativity without Limits

Letter to Customers | 1Q2024 | The Key to SuccessLetter to Customers | 1Q2024 | The Key to Success

Letter to Customers | 1Q2024 | The Key to Success

T6#08. O’Reilly and Autozone: Leaders in Automotive Component RetailT6#08. O’Reilly and Autozone: Leaders in Automotive Component Retail

T6#08. O’Reilly and Autozone: Leaders in Automotive Component Retail

Report and Accounts 2023 | Message from the CEOReport and Accounts 2023 | Message from the CEO

Report and Accounts 2023 | Message from the CEO

The importance of competitive advantages in businessThe importance of competitive advantages in business

The importance of competitive advantages in business

T6#07. Four-Legged Businesses: Idexx and ZoetisT6#07. Four-Legged Businesses: Idexx and Zoetis

T6#07. Four-Legged Businesses: Idexx and Zoetis

Make History by doing nothingMake History by doing nothing

Make History by doing nothing

Podcasts
T6#06. Capital Allocation: The Crucial Element in Value CreationT6#06. Capital Allocation: The Crucial Element in Value Creation

T6#06. Capital Allocation: The Crucial Element in Value Creation

20 lessons from 20 years of managing money20 lessons from 20 years of managing money

20 lessons from 20 years of managing money

How can we help?

Contact us. Our team is available to answer your questions.

Contact request
Research
Menu
By clicking on”Accept”, you agree to the storage of cookies on your device to improve site navigation, analyze site usage, and assist in our marketing efforts. Consult our Cookie Policy for more information.