Sixty Degrees Ações Portugal
Invest in Portugal's leading companies.
The Sixty Degrees Portugal Equities fund invests predominantly in shares of companies listed on the Lisbon stock exchange (Euronext Lisbon).
Unit value history
Price history
Performance
Calendar years
| Year | 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | Year |
|---|---|---|---|---|---|
| 2021 | – | – | 1.05%5.0526€ |
1.18%5.1121€ |
2.24% |
| 2022 | 5.28%5.3821€ |
3.88%5.5909€ |
-12.03%4.9182€ |
6.62%5.2436€ |
2.57% |
| 2023 | 6.09%5.5630€ |
0.67%5.6003€ |
4.71%5.8643€ |
2.66%6.0205€ |
14.82% |
| 2024 | 1.94%6.1373€ |
5.60%6.4810€ |
2.68%6.6545€ |
-1.75%6.5378€ |
8.59% |
| 2025 | 10.26%7.2084€ |
9.68%7.9063€ |
5.79%8.3639€ |
3.14%8.6266€ |
31.95% |
| 2026 | 9.83%9.4750€ |
2.34%9.6967€ |
5.95%10.2741€ |
-4.87%9.7742€ |
13.30% |
| Return since fund inception on 2021-09-10 | 95.48% | ||||
Data updated on 2026-11-03
Returns by period
| 3 months | 1.62% |
|---|---|
| 1 year | 13.19% |
| 3 years* | 18.14% |
| 5 years* | 13.40% |
| Year-to-Date | 14.31% |
| Since Inception* | 14.12% |
* Annualized return
Asset class allocation
2026-10-31
Key facts
| ISIN | PTSXYFHM0005 |
|---|---|
| Currency | EUR |
| Inception date | — |
| Management company | SIXTY DEGREES – Sociedade Gestora de Organismos de Investimento Coletivo, SA |
| Depositary | Caixa Geral de Depósitos, S.A. |
| Management fee | — |
| Performance fee | N/A |
| Subscription fee | — |
| Redemption fee | — |
| Recommended holding period | 3 anos |
| Tax benefit (PPR) | No |
Location allocation
2026-10-31
- Portugal 79.07%
- DE 9.15%
- Germany 7.34%
- PT 3.68%
- Europe 0.76%
Summary risk indicator
- 1
- 2
- 3
- 4
- 5
- 6
- 7
The shaded area on the scale shows the risk classification of Class of the fund, based on the Summary Risk Indicator (SRI). The SRI is a guide to the risk level of this product compared with other products. It indicates the likelihood of the product suffering financial losses in the future due to market fluctuations.
Política de investimento
The Sixty Degrees Portugal Equities fund aims to provide unitholders with a long-term return level that includes a premium over money-market instruments and reflects approximately the aggregate return of the domestic equity market, guided by risk diversification and medium- to long-term appreciation potential. The fund is denominated in euros.
The fund invests predominantly in shares of companies listed on the Lisbon stock exchange (Euronext Lisbon) and other regulated markets in certain European Union countries, and must maintain, directly or indirectly and on a permanent basis, a minimum of 85% of its net asset value invested in domestic equities. The investment policy does not favour any specific sector.
The fund may use derivative financial instruments to hedge financial risk or optimise investment parameters (price, liquidity, among others), provided this relates to derivatives whose underlying assets are identical to those referred to in the investment policy.
The UCITS is actively managed and does not track a benchmark. Returns are not guaranteed.
The fund is an accumulation vehicle: income and capital gains are fully reinvested and reflected in the unit price; there is no periodic income distribution.
Legal notes
This information relates to Class of the investment fund managed by Sixty Degrees SGOIC, S.A. and does not replace reading the constitutive documents: the prospectus and key information document (KID) for the product are available at www.sixty-degrees.com free of charge.
The figures refer to past performance and do not take account of tax on redemption proceeds (net of management and depositary fees) and are not a guarantee of future returns, as the value of the investment may rise or fall depending on the risk level of the funds at that time. Sixty Degrees notes that, as a rule, higher returns are associated with higher risk. The return shown would only have been achieved if the investment had been held for the entire reference period. The value of units may rise or fall with the valuation of the assets in the fund and may result in loss of capital invested.