The service is provided by GNB – GESTÃO DE ATIVOS, Sociedade Gestora de Organismos de Investimento Coletivo, S.A, with registered offices at Campus do novobanco, Av. Dr. Mário Soares, Taguspark, Edifício 2, 2nd Floor, 2740-119 Porto Salvo. The Portuguese authority responsible for overseeing portfolio management activity is the Securities Market Commission (CMVM — Comissão do Mercado de Valores Mobiliários), where the entity is registered under no. 150. GNB – GESTÃO DE ATIVOS, Sociedade Gestora de Organismos de Investimento Coletivo, S.A is also a member of the Sistema de Indemnização aos Investidores (Portuguese investor compensation system, or SII). This system provides investors with a maximum guarantee of €25,000 for claims resulting from transactions in financial instruments.
Exposure to different asset classes and regions, through investment in funds with leading international managers.
Minimum investment of €50,000 or $50,000.
Online subscription is not available for this service.
| Portfolio Via Funds | Preservation | Conservative | Moderate | Aggressive |
|---|---|---|---|---|
| Objective | Preservation of capital invested | Return on capital invested | Return on capital invested | Growth of capital invested |
| Recommended time horizon | 1 to 3 years | 2 to 3 years | 3 to 5 years | Over 5 years |
| Risk tolerance | Low | Medium/Low | Medium | High |
| Asset allocation | Bonds 100% Shares 0% Shares ceiling 15% |
Bonds 75% Shares 25% Shares ceiling 30% |
Bonds 60% Shares 40% Shares ceiling 50% |
Bonds 30% Shares 70% Shares ceiling 85% |
Direct investment in international markets in shares, bonds, derivatives and other assets, depending on your objectives and your investor profile.
Minimum investment of €250,000 or $250,000.
Online subscription is not available for this service.
| Portfolio Via Funds | Preservation | Conservative | Moderate | Aggressive |
|---|---|---|---|---|
| Objective | Preservation of capital invested | Return on capital invested | Return on capital invested | Growth of capital invested |
| Recommended time horizon | 1 to 3 years | 2 to 3 years | 3 to 5 years | Over 5 years |
| Risk tolerance | Low | Medium/Low | Medium | High |
| Asset allocation | Bonds 100% Shares 0% Shares ceiling 20% |
Bonds 75% Shares 25% Shares ceiling 40% |
Bonds 60% Shares 40% Shares ceiling 60% |
Bonds 35% Shares 65% Shares ceiling 90% |
Personalized management, where allocation to different asset classes is adjusted in line with the investment strategy agreed with the investor.
Investment exceeding €500,000 or $500,000.
Online subscription is not available for this service.
