ACTIVITY
INVESTMENT FUNDS
INVESTMENT MUTUAL FUNDS
Dunas own brand
Domicilied in Luxembourg
White Label Funds
Dunas manages funds for Banco EuroBic
VENTURE CAPITAL FUNDS
Vega Fundo de Capital de Risco
PORTFOLIO MANAGEMENT
Differentiated portfolios for private or institutional clients, depending on the level of risk or maximum loss expected, with clearly defined investment levels.
Bond portfolio:
Short term
Medium / long term
US equities and indexes portfolio
European equities and indexes portfolio
Short term trading portfolio
ADVISORY
Advisory to institutional clients:
- Macro analysis of markets and portfolios;
- Design, structuring and definition of investment strategies and policies;
- Revision and evaluation of the asset allocation policy;
- Proposals for tactical and strategic changes.
Dunas Capital collaborates with MONAF – Montepio Nacional da Farmácia.
Portfolio and Asset Management
UP TO 1 MILLION
We recommend an investment in our flagship fund Dunas Património.
Global diversified portfolio, bonds and equities, in accordance with the phase of the economic cycle.
Expected average annual return of 7% - 9%.
Domicilied in Luxemburg
Administration, custody and supervision guaranteed by independent entities
Monthly reports
No additional management costs
FUNDS OVER 1 MILLION
We can create a dedicated portfolio that will invest accordingly with the limits established by the client.
The expected return is defined in agreement with the client’s risk profile.
Monthly reports.
International custody – BBVA by default.