Investment goals
The main objective of the BIZ PPR Europa is to provide its participants access to a balanced portfolio of assets mainly invested in the European area, composed of fixed rate bonds, indexed rate and shares. Its investment policy is guided by risk diversification criteria and medium and long-term appreciation potential.
Investor profile
This fund is targeted to investors considered to be non-professionals and professionals
The BIZ PPR Europa is suitable for investors who intend to invest their savings for a period of not less than five years, assuming a perspective of capital appreciation in the long term and some tolerance to market fluctuations, in order to benefit from a diversified vehicle with a portfolio of applications that historically have obtained returns greater than the successive renewal of short-term applications. With a minimum recommended term of 5 years and a grade 4 synthetic risk indicator, the Fund is suitable for investors looking for a growth in their investment, benefiting from a complementary retirement and tax benefits.
Fund Report