Portugal Short Term Fund
Euro income with a short-term, risk-controlled approach
Investment Strategy
The BlueCrow Portugal Short Term Fund is an Open-Ended Flexible Alternative Investment Fund, designed for investors seeking euro-denominated income through a prudent, short-term oriented strategy.
The Fund invests primarily in Portuguese corporate bonds and short-term money market instruments, and may also invest, on a complementary basis, in international trade finance transactions and term deposits, with the objective of delivering stability, liquidity and controlled volatility.
The Fund is managed actively, following a diversified portfolio construction and continuous monitoring of credit risk, duration and liquidity, to achieve positive annual returns, in excess of the 3-month EURIBOR plus 2.5%, over time.
Investor Profile
Suitable for investors seeking:
- Stable euro income with reduced volatility
- An alternative to traditional bank deposits
- Exposure to short-duration instruments
- Regular liquidity, with a weekly redemption possibility
- Professional management focused on capital preservation and risk control
Key Indicators
- Fund Type Open-ended Fund (AIF)
- Fund Launch 2024
- Recommended Investment Horizon Medium term
- Liquidity Weekly
- Minimum Subscription €10,000
- ISIN PTBLWYHM0015 (A share class) PTBLWZHM0006 (B share class) PTBLW1HM0006 (C share class)
