We not only manage our own Mutual Funds but we rely on a wide network of partners both in Portugal and abroad.
With a diversified portfolio of global assets, Heed Patrimonio is a UCITS fund and invests in securities with different risk profiles, from bonds and shares to units in other funds and financial derivatives. The investment objective is to achieve an annual return between 4% and 8% with a volatility below 10% over 3 year rolling periods. Depending on investors' objectives and risk tolerances, the fund can be incorporated into a portfolio in several ways. As it is highly diversified, it can serve as the core holding in a portfolio or it can be the key component of the global asset allocation bucket.
Over the years we have been diversifying our areas of expertise towards Alternative Funds to better serve our Clients.
Available for subscription. Our private equity fund Golden Heed, a closed-ended fund registered with the Portuguese securities markets regulator CMVM, invests in real estate companies at different stages of development, from value-added to greenfield, and in various segment in Portugal's main urban areas. Heed's team uncovers the opportunities thanks to our proprietary deal flow. EuroBic acts as the fund's depository bank and Baker Tilly as the independent auditor.