Heed Patrimonio
Investment fund with long-term capital growth through a diversified portfolio of securities and derivative instruments.
Last update: 28/11/25
Investment Risk
Investors should evaluate the risk associated with the investment according to their profile.
About Heed Património
Heed Património is a UCITS fund with daily liquidity, focused on capital appreciation and consistent returns. Created for investors seeking security and risk control, this product is a strategic and reliable solution for asset and investment fund management in Portugal.
Key benefits:
● Expected return: 4% to 8%
● Average volatility: less than 10%
● Liquidity: daily
● UCITS (Luxemburgo)
● Fund Regulator: CSSF
Main Characteristics
Recommended investment term
3 years (minimum)
Risk class
4 (quatro)
Liquidity
Daily
Redemption pre-notice
5 working days
Subscription commission
Exempt
Redemption commission
Exempt
Fixed management fee
1.5% per annum
Performance fee
15% of performance in excess of benchmark (Euribor 3M + 1%) with high-water mark
Guaranteed capital
No
Target investor
Non-professionals and institutions
Fund Prizes
Competent authority
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