Portugal Select Fund
Active management and flexibility to seek positive euro returns
Investment Strategy
The BlueCrow Portugal Select Fund is an Open-Ended Flexible Alternative Investment Fund, managed actively and on a discretionary basis, with a diversified portfolio construction approach.
The Fund invests primarily in shares of Portuguese listed companies, and may also invest, on a complementary basis, in equity funds, bonds, money market instruments, global equities and commodities, within the limits defined in the Management Regulations.
Portfolio allocation is adjusted dynamically in response to market conditions, identified opportunities and a disciplined risk management framework.
The Fund aims to achieve positive annual returns, in excess of the 3-month EURIBOR plus 2.5%, over the medium to long term.
Investor Profile
Suitable for investors seeking:
- A euro-denominated solution with active management
- Flexible allocation across market cycles
- Predominant exposure to Portuguese listed equities
- A moderate risk profile
- Regular liquidity, with weekly redemption possibility
- Transparent and ongoing monitoring of the investment strategy
Key Indicators
- Fund Type Open-ended Fund (AIF)
- Fund Launch 2024
- Recommended Investment Horizon Medium term
- Liquidity Weekly
- Minimum Subscription €10,000
- ISIN PTBLW2HM0005 (A share class) PTBLW3HM0004 (B share class) PTBLW4HM0003 (C share class)
