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.

Value date: 11/03/2024

0
UP CAT – A
0
UP CAT – B

Fund Report

OICVM – Fundo de Investimento Aberto de Poupança Reforma

2% UP held up to 2 years, 1% UP held up to 5 years and 0% in periods longer than 5 years

BIZ Capital SGOIC, SA

The participant may request at any time the transfer of the capitalized amount.

UP Categoria A: 2,25%
UP Categoria B: 0,75%

Does not apply

Payment will be made on the 4th business day following the end of the redemption period.

Capitalization

17/05/2021

Does not apply