Differentiated portfolios for private or institutional clients, depending on the level of risk or maximum loss expected, with clearly defined investment levels.
Medium / long term
US equities and indexes portfolio
European equities and indexes portfolio
Short term trading portfolio
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.
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
No additional management costs
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.
International custody – BBVA by default.