Sixty Degrees PPR/OICVM Flexível
Invest in a fully flexible global portfolio.
The SIXTY DEGREES PPR/UCITS FLEXIBLE fund invests in global, listed, and highly liquid financial instruments, primarily equities and bonds.
Monthly Flashnote
Available in PDF by the 10th of each month.
Unit value history
Price history
Performance
Calendar years
| Year | 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | Year |
|---|---|---|---|---|---|
| 2019 | – | – | 5.0000€ |
0.40%5.0198€ |
0.40% |
| 2020 | -0.68%4.9855€ |
-0.39%4.9661€ |
0.90%5.0107€ |
0.30%5.0258€ |
0.12% |
| 2021 | 1.51%5.1017€ |
0.43%5.1237€ |
1.03%5.1765€ |
2.87%5.3250€ |
5.95% |
| 2022 | 0.94%5.3749€ |
-2.48%5.2418€ |
0.64%5.2753€ |
-1.06%5.2193€ |
-1.98% |
| 2023 | 0.76%5.2591€ |
1.89%5.3585€ |
1.53%5.4404€ |
1.72%5.5340€ |
6.03% |
| 2024 | 2.76%5.6867€ |
1.22%5.7560€ |
0.84%5.8045€ |
2.42%5.9452€ |
7.43% |
| 2025 | -0.16%5.9359€ |
2.05%6.0576€ |
1.51%6.1490€ |
0.98%6.2094€ |
4.44% |
| 2026 | 0.36%6.2318€ |
1.69%6.3371€ |
0.67%6.3798€ |
0.01%6.3806€ |
2.76% |
| Return since fund inception on 2019-10-01 | 27.61% | ||||
Data updated on 2026-11-03
Returns by period
| 3 months | 0.76% |
|---|---|
| 1 year | 2.91% |
| 3 years* | 5.51% |
| 5 years* | 4.00% |
| Year-to-Date | 2.88% |
| Since Inception* | 3.52% |
* Annualized return
Asset class allocation
2026-10-31
Unit value
6.3806 €
Year-to-date return
+2.88%
Minimum investment
100.000 €
Risk profile
2 / 7
Unit value
6.1336 €
Year-to-date return
+2.44%
Minimum investment
1 €
Risk profile
2 / 7
Unit value
5.1130 €
Year-to-date return
+2.41%
Minimum investment
250 €
Risk profile
2 / 7
Key facts · Class I
| ISIN | PTSXYAHM0000 |
|---|---|
| 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 | — |
| Subscription fee | — |
| Redemption fee | — |
| Recommended holding period | — |
| Tax benefit (PPR) | — |
Key facts · Class R
| ISIN | PTSXYBHM0009 |
|---|---|
| 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 | — |
| Subscription fee | — |
| Redemption fee | — |
| Recommended holding period | — |
| Tax benefit (PPR) | — |
Key facts · Class C
| ISIN | PTSTYCHM0004 |
|---|---|
| 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 | — |
| Subscription fee | — |
| Redemption fee | — |
| Recommended holding period | — |
| Tax benefit (PPR) | — |
Location allocation
2026-10-31
- USA 76.62%
- Portugal 19.31%
- Global 2.35%
- PT 1.22%
- Europe 0.51%
Summary risk indicator
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The shaded area on the scale shows the risk classification of Class I 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.
Summary risk indicator
- 1
- 2
- 3
- 4
- 5
- 6
- 7
The shaded area on the scale shows the risk classification of Class R 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.
Summary risk indicator
- 1
- 2
- 3
- 4
- 5
- 6
- 7
The shaded area on the scale shows the risk classification of Class C 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 Fund’s primary objective is to provide its participants with access to an asset portfolio composed predominantly of equities and both fixed-rate and floating-rate bonds, with its investment policy guided by criteria of risk diversification and medium- to long-term capital appreciation potential.
Relevant fund information
Documentos Constituitivos
Relatório e contas do Fundo
Other relevant information
Legal notes
This information pertains to Class I of the investment fund managed by Sixty Degrees SGOIC, S.A. and does not replace the reading of the respective constitutive documents: the Prospectus and Key Investor Information Document (KIID) are available free of charge at (www.sixty-degrees.com).
The figures refer to past performance, which does not take into account income tax upon redemption (net of management and depositary fees), and therefore do not constitute any guarantee of future performance, as the value of the investment may increase or decrease depending on the risk level of the funds at any given time. Sixty Degrees advises that, as a rule, higher returns are associated with a higher level of risk. The stated returns would only be achieved if the investment had been held throughout the entire reference period. The value of fund units may increase or decrease depending on the valuation of the assets comprising the funds’ portfolio, which may result in the loss of invested capital.