Top Funds

Ranking of funds with the highest subscription volume and amounts invested in recent months.

Marketing of investment funds provided by the main management companies.

All investment profilesand levels of risk tolerance, investment horizon and expected return.

All relevant information about the fund and subscription just a few clicks away.

April 2024

Greater amounts

Most Subscribed

Signs of normalization in the first quarter

 

Now that the first third of the year is over, the expectations that this would be the year of great normalization have been confirmed.

 

Expectations for the evolution of short-term rates defined by the world's main central banks are more in line with what is likely to happen in the coming months, which should allow for some stabilization of the bond components of portfolios.

 

On the other hand, economic growth in the US is beginning to show some signs of slowing down, but without collapsing, at a time when the European and Chinese economies are giving faint indications that they may stabilize their rate of economic growth, albeit at a structurally low level. A scenario that will contribute to global disinflation and the pursuit of less austere monetary policies.

 

The lack of signs of economic collapse or price reflation continues to be benign for most financial assets, so the outlook for balanced portfolios remains constructive for the coming months.

 

The recent easing of the rises in oil prices and sovereign yields means that the risks associated with the overheating of the economy and the excesses of US fiscal policy are less likely to occur, and the focus is therefore shifting to the US elections in November 2024.

Fund Management Companies

The offer of investment funds traded online covers, in terms of asset allocation, all investment profiles and levels of risk tolerance, time horizon and expected return.

Legal information

 

The information contained herein identifies the most subscribed investment funds, by amount and quantity, in the reference period by Banco Carregosa clients, not considering anypersonal element of a specific potential investor. No elements were considered to assess thesuitability of any investment or disinvestment to a specific person, therefore it should notconstitute an investment recommendation. Potential investors are responsible for theirinvestment decisions, and should carefully consider their investment objectives, financialsituation, tolerance and capacity to bear the risk of investing in the financial instruments inquestion. 

Potential investors should make their own investment decisions andobtain professional clarification and advice on the characteristics and risks of the servicesand financial instruments in question, appropriate to their level of knowledge and experience,in particular, of price changes and possible loss of capital. Any subscription or redemptionorders are the sole responsibility of the potential investor, and before any investment decisionis made potential investors must acknowledge and accept the terms and conditions of thedocuments specific to each Fund, which are available for consultation herein, including the"Prospectus" and the "Key Information Document" (KID).

Management Companies may share with Banco Carregosa, as distributor, aportion of the Management and/or Distribution Fees charged by the fund, as well as offer othernon-monetary benefits. Non-monetary benefits are understood to be access to research andinvestment recommendation documents and access for Banco Carregosa employees to conferences andtraining organised by the Management Companies. In any case, the receipt of these fees does notcompromise the independence of Banco Carregosa.

Customer Support Line

Hours: Monday to Friday, from 09:00 to 19:00.

Cost of calling the national fixed network.

Contact

More Savings and Investment solutions