Heed Capital leads the defensive funds sector with two standout products
Against a backdrop of interest rate adjustments and growing divergence between asset classes, Heed Capital’s multi-asset funds are once again attracting investors’ attention. Analysis by FundsPeople, based on Morningstar data as at 28 February 2026, shows that Heed Capital.
Heed Capital stood out most in the defensive segment, with two of its funds ranking among the best-performing products over the last three years.
Incometric Heed Patrimonio takes a clear lead
The main highlight of the analysis is the Heed Patrimonio fund, which achieved a three-year return of 10.1%, clearly leading the ranking of domestic defensive multi-asset funds.
The product’s performance reinforces Heed Capital’s position during a particularly challenging period for more conservative investors, marked by volatility in bond markets and changes in central banks’ monetary policies.
Heed Capital’s second fund strengthens its position in the ranking
In addition to the leading fund, the Portuguese fund manager also stood out once again with another multi-asset product – Heed EuroBic Investimento – consolidating its presence amongst the most resilient defensive solutions in the domestic market.
Heed Capital’s strong presence highlights the growing demand for flexible and diversified strategies capable of balancing capital preservation and return generation in a more demanding market environment.
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