INTERNATIONAL AWARDS

SQUARE A. M. has been a consecutive winner of the prestigious Morgan Stanley IPD award, as the management company responsible for assembling the Best National/Iberian Portfolio.

The award recognizes the high performance of the Real Estate Investment Fund CA Património Crescente and distinguishes it as one of the best investment products in the market.

MSCI / IPD

It is the Portuguese fund with the highest number of investment recommendations and the only one that has been granted the award for eight consecutive years, since the award was first established.

3 Times best
Iberian portfolio
5 Times best
national portfolio
8 consecutive years

8 CONSECUTIVE YEARS

3 Times best Iberian portfolio 5 Times best national portfolio
2018
2017
2016

The first three years of the award Portugal was assessed along with Spain through an analysis of the best Iberian performances. In 2017, for the fourth time both portfolios were considered separately.

2015
2014

This achievement is based on an asset portfolio, which reported the best return for the investor, for a 3 year period, outperforming market benchmarks.

2013
2012
2011

Performance: Comparison

Along with this very important distinction CAPC has been considered by both national and international analysts and specialized press one of the best managed funds.

PORTFOLIO VS. BENCHMARK – MSCI/IPD PORTUGAL
Total return 2014 2015 2016 2017 3 years 5 years 10 years
CA PC REF 8,2 9,2 7,6 11,6 9,4 8,2 7,9
IPD universe benchmark 6,7 10,3 10,6 11,6 10,8 8 4,9
Relative difference 1,4 -0,9 -2,7 -0,1 -1,2 0,1 2,8
Classification 8 8 12 6 8 5 3
Out of a total of 27 24 24 20 17 15 10
% RETURN
  • Portfolio relative to the IPD universe
  • CAPC Portfolio
  • IPD Universe