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Optimize Capital Reforma Ppr/oicvm Equilibrado - Fundo De Investimento Aberto De Poupança Reforma (0P0000UP13)

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16.484 +0.030    +0.20%
21/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 21.54M
Type:  Fund
Market:  Portugal
Issuer:  Optimize Investment Partners SGOIC SA
ISIN:  PTOPZBHM0002 
Asset Class:  Equity
Optimize Capital Reforma PPR OICVM Equilibrado 16.484 +0.030 +0.20%

0P0000UP13 Overview

 
On this page you'll find an in-depth profile of Optimize Capital Reforma Ppr/oicvm Equilibrado - Fundo De Investimento Aberto De Poupança Reforma. Learn about the key management, total assets, investment strategy and contact information of 0P0000UP13 among other information.
Category

EUR Moderate Allocation - Global

Total Assets

21.54M

Expenses

2.35%

Inception Date

Sep 25, 2008

Contact Information

Address Avenida Fontes Pereira de Melo Nº21 4º
Lisboa,
Portugal
Phone +351 213 136 230
Fax +351 213 136 239

Top Executives

Name Title Since Until
Pedro Oliveira Lino - 2018 Now
Biography Mr. Lino has worked in the finance industry for more than 10 years. He holds a degree in Economics from Nova School of Business and Economics in Lisbon and he has been registered with ‘Técnicos Oficiais de Contas’ (the Portuguese Institute of Chartered Accountants) since 1999. Between 1999 and 2004 Mr. Lino was a Director at Long Term Gestão e Estratégia Unipessoal Lda. He also worked as a financial analyst for various media sources including Prémio, ‘Exame’ and ‘Sábado’ magazines, and ‘Diário Económico’ and ‘Jornal de Negócios’ newspapers. Between 1999 and 2001 he was a Member of the Board of ‘Associação dos Técnicos do Mercado’ (the Portguese Technical Analysis Association). Mr. Lino was elected to be a Board Member at the Investment Manager in December 2002 and in April 2004 he was elected to be the President of the Board (he was reappointed this role in May 2007). Between 2004 and 2008 he worked as an asset manager at the Investment Manager and he now acts as its Chief Executive Officer and Chief Financial Officer. In addition to his role at the Investment Manager, he has also been a Member of the Board of Emerging Trade (the holding company that acquired the Investment Manager in 2003) since 2001 and is responsible for its financial planning. Since 2001 he has also provided consultancy services to a number of Brazilian companies with respect to implementing international strategies.
Carlos Pinto - 2018 Now
Diogo Teixeira - 2013 2018
José Santos Teixeira - 2010 2015
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