Heed Top

Open-ended fund eligible for the Golden Visa, with exposure to bonds and equities from both Portuguese and international companies. Heed Top aims to preserve capital in the long term.



These values are updated monthly

Last update: 31/01/26

NAV: 106,428YTD: 5.83%12M: 5.83%

Investment Risk

LowHigh

Investors should evaluate the risk associated with the investment according to their profile.

About Heed Top

The Fund invests at least 60% in the debt and equity of Portuguese companies, and the remaining can be allocated internationally, from sovereign bonds to ETFs.

Open-ended with daily liquidity, the Fund targets a 5% annual net return and is best suited to a minimum three-year horizon. As an accumulation fund, all earnings are reinvested to enhance long-term growth.

 

Main Characteristics

  • How to Invest?

    It is possible to invest in the fund by transferring funds from either a Portuguese bank account or an international account.

  • Golden Visa

    The fund meets all eligibility criteria under the current Investment Residence Permit Authority Regulations.

  • Taxation

    According to Portuguese law, capital gains and income are tax-exempt for non-residents. Tax residents in Portugal are taxed at a rate of 28%.

    This information does not exempt investors from consulting the taxation in force.

  • Liquidity

    Due to its asset composition and liquidity policy, the fund offers daily redemptions, ensuring the availability of capital to investors.

Documents

Monthly FactSheet

465K465.3K

KIID

Key Investor Information Document
195K195.2K

Prospectus

897K897K

Semi-Annual Report

Last available approved semi-annual accounts.
753K752.6K

Annual Report

1M1.4M

We will get in touch with you

Contact us to find out about the investment solutions best suited to your profile.
We are available to answer all your questions.

Other contacts

Other contacts