Savings and Retirement / UCITS - Classification SFDR - Artº 8
IMGA CRESCIMENTO PPR/OICVM
| Assets under Management | LATEST SHARE PRICE | PROFITABILITY | |||
|---|---|---|---|---|---|
€ () |
1 year [ Risk Level ] |
3 years [ Risk Level ] |
5 years [ Risk Level ] |
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| € | |||||
| € | |||||
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| Assets under Management |
|---|
€ () |
| LATEST SHARE PRICE | PROFITABILITY | ||
|---|---|---|---|
| 1 year [ Risk Level ] |
3 years [ Risk Level ] |
5 years [ Risk Level ] |
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| € | |||
| € | |||
Asset Class: Savings and Retirement / UCITS - Classification SFDR - Artº 8
Benchmark: The Fund follows an active management approach not considering any benchmark.
Initial Subscription: €100 or € 25 in Investment Plan (until 31-Dec-2026)€100 or € 25 in Investment Plan (until 31-Dec-2026)
Subscription Fee: 0%
Redemption Fee: 0%
Management Fee: 1% / year1% / year1% / year
Depositary Fee: 0,06% / year
Cash Settlement: Available within 4 working days after order date
Currency: EUREUR
Income Policy: CapitalisationCapitalisationCapitalisation
Management Company: IM Gestão de Ativos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.
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O Fundo tem como objetivo proporcionar aos participantes um nível de rentabilidade a longo prazo que reflita adequadamente a rentabilidade agregada dos mercados acionistas das zonas económicas internacionais mais desenvolvidas, através do investimento em ações, numa perspetiva global, diversificada e tendencialmente proporcional às capitalizações bolsistas daquelas regiões.
Atendendo ao regime legal específico deste tipo de fundos, este investimento destina-se a investidores que assumam uma perspetiva de valorização das suas poupanças a longo prazo. O Fundo adequa-se a investidores com tolerância para suportar eventuais desvalorizações de capital no curto prazo, cujo objetivo é a canalização das poupanças numa perspetiva de longo prazo, como complemento de reforma, com período mínimo de 5 anos, usufruindo de uma tributação fiscal mais vantajosa no reembolso, dentro das condições previstas na lei.
The published returns represent past data, and do not constitute a guarantee of future profitability. The reference periods considered are the last quotation date and the quotation on the same date in the previous 12 months, 3 and 5 years. Annualized returns would only be obtained if the investment was made and maintained throughout the reference period.
The Synthetic Indicator of Risk and Remuneration (ISRR) is obtained by calculating the historical volatility of the last five years, with a classification between 1 (very low risk) and 7 (very high risk).
Note: This indicator is not comparable to the Summary Risk Indicator (SRI) contained in the documents under the PRIIPS Regulations.
Investment in funds may result in the loss of invested capital if the fund is not guaranteed capital. The tax regime for investment funds was changed as of July 1, 2015, whereby the figures disclosed until June 30, 2015 are deducted from the tax then borne by the fund but do not take into account the tax that may be due by the Participants in relation income earned in the period after that date. Investing in the funds does not dispense with reading the Basic Investor and Prospectus Information, available on this website, at www.cmvm.pt and on the respective distributors' websites before making the decision investment. For any additional information, contact us at 21 120 91 00, Monday to Friday from 9:00 am to 6:00 pm.
The IMGA Poupança PPR Fund was distinguished with a B Blockbuster rating - FundsPeople 2022 Rating
