Index Investing

Investment Portfolios

Five model portfolios with different risk levels and equity exposure.

DC100

Maximum growth potential with full equity exposure.

+59.73%
Cumulative Return
January 2023 to May 2026
+14.78%
Annualized Return
per year (CAGR)
Illustrative History

Initial investment of €10,000. Past performance does not guarantee future results. Values are illustrative and for educational purposes only.

3745
Total Holdings
individual underlying holdings
> 5 anos
Time Horizon
5/7
Risk Indicator
100%
Equity Exposure
Composition

Portfolio Composition

Asset Classes
North American Equities
48.4%
European Equities
36%
Emerging Market Equities
7.9%
Pacific Equities
7.7%
Comparison

Compare Portfolios

A quick overview of the key indicators for each portfolio.

Portfolio
Risk
Equities
Horizon
Annualized Return
Premium Service

DC360 — Your Complete Financial Plan

More than a portfolio. DC360 is an integrated plan for all your finances, with concrete goals, adapted horizons and continuous monitoring.

Goal Planning

Structure different financial goals such as retirement, buying a home, children’s education or future liquidity.

Multi-Horizon Strategy

Integrates multiple portfolios and time horizons into one coherent financial view.

Continuous Monitoring

Ongoing monitoring and adjustments aligned with the evolution of your financial life.

Personalized Advice

An additional strategic layer for clients with multiple financial goals at the same time.

Ideal for clients with different financial goals at the same time.

Still not sure which one to choose?

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