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CA Patrimonio Crescente

Ranked 5 out of 16 in - European Physical over 12 months
All calculations are in EUR unless stated

Managed by

Pedro Coelho

Objective

The properties held by the fund correspond to urban buildings or autonomous fractions for lease, sale or any other form of legally admissible for costly operation that generates income for the fund as well as for resale, for trade, housing, services, industry, logistics, tourism or other activity that is legally permissible and justifiable from an economic point of view.

Showing fund performance in Portugal View performance globally

Performance

European Physical over : 30/04/2017 - 30/04/2018
  • Rank 5/16 Total Return
  • Rank 4/16 Standard Deviation
  • Rank 1/16 Max Drawdown
Fund Name Currency Return
3 NB Patrimonio EUR

4.5%

4 AF Portfolio Imobiliario EUR

4.5%

5 CA Patrimonio Crescente EUR

4.5%

6 Fundimo EUR

4.2%

7 Imonegocios EUR

3.8%

Fund Name Currency Risk
2 Fundimo EUR

0.2

3 NB Logistica EUR

0.5

4 CA Patrimonio Crescente EUR

0.6

5 Finipredial EUR

0.6

6 VIP Valores e Investimento Prediais EUR

0.7

Fund Name Currency Loss
1 Fundimo EUR

0%

1 Novimovest EUR

0%

1 CA Patrimonio Crescente EUR

0%

1 NB Logistica EUR

0%

1 Imopoupanca EUR

0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.0%
2017 4.0% 0.7% 0.8% 1.0% 1.3%
2016 3.2% 0.9% 0.8% 0.7% 0.8%
2015 3.2% 0.6% 0.7% 1.0% 0.8%
2014 2.5% 0.7% 0.7% 0.6% 0.6%
2013 3.5% 0.8% 0.8% 1.0% 0.9%
2012 3.9% 1.0% 1.0% 0.9% 0.9%
2011 3.8% 1.0% 1.1% 0.9% 0.8%
2010 3.0% 0.8% 0.7% 0.7% 0.7%
2009 4.4% 1.2% 1.2% 1.0% 0.9%
2008 5.0% 1.3% 1.2% 1.2% 1.2%
2007 4.2% 1.0% 0.9% 1.1% 1.1%
2006 4.7% 1.3% 1.3% 1.0% 1.0%
2005 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Portugal

Fund Info

  • Launch date15/07/2005
  • Share Class size540Mn
  • Base currency
  • ISIN PTSQUBHM0002

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).