Global Opportunities PPR

Investment Strategy

The Global Opportunities PPR follows the same strategy as the Global Discovery Fund, but is structured as a retirement savings product (PPR) with tax benefits under the Portuguese regime. It invests primarily in equities of global companies with solid business models, high returns on capital, and sustainable growth potential.

The portfolio is built with a long-term perspective, benefiting from the effect of compound capitalisation and a focus on quality companies with a strong track record of execution and predictable growth. The Fund complements this equity exposure with other financial instruments to diversify risks and mitigate factors such as volatility and currency risk.

This approach prioritises stability, disciplined capital allocation, and the gradual appreciation of investors’ wealth across market cycles.