SQUARE A.M. specializes in 3 different real estate management areas to which the same
hard work and effort are put making sure a higher result is met:

INCOME FUNDS – 1210 Million euros under management
SPECIALIZED FUNDS – 354 Million euros under management
CONSULTANCY & OTHER VEHICULES* – 232 Million euros under management

(*) AUM managed by SQUARE ASSET MANAGEMENT, SOCIEDADE GESTORA DE ORGANISMOS DE INVESTIMENTO COLETIVO, S.A. & SQUARE ASSET MANAGEMENT II CONSULTING.
(July, 31th 2023)

INCOME FUNDS

Core assets risk/return management mainly in office, distribution, logistics, hotels & hospitality and retail.

SPECIALIZED FUNDS

Assets with a specific long-term management focus, striving for market value increase.

CONSULTANCY AND
OTHER VEHICLES

Investment and Real Estate Portfolio management consulting for institutional investors.

FUND CARTEIRA IMOBILIÁRIA

To achieve a sustainable value increase in specialized assets portfolio, it is mandatory to go through an appraisal process to identify potential market value of each asset and define the strategic solution to add value. Our highly skilled team utilizes their national experience, market knowledge and long-term relationships within the real estate industry along with a clear investment policy and strategic guidelines to this specific type of asset to maximize investors gains.

VALOR UP 2023-08-31

6,7461 €

  • Fund Type Open-Ended Real Estate Investment
    Fund
  • Inception Date 30-12-2013
Fund Name CARTEIRA IMOBILIÁRIA - Fundo de Investimento Imobiliário Aberto
Investor Profile Qualified investors
Currency Euro (€)
ISIN PTSQUEHM0009
Manager Square Asset Management, Sociedade Gestora de Organismos de Investimento Coletivo, S.A.
Distributor Caixa Económica Montepio Geral
Custodian Caixa Económica Montepio Geral
For more information, Prospectus, Key Information for Investors, Management Regulation, Reports and Accounts,
please contact Square Asset Management, Sociedade Gestora de Organismos de Investimento Coletivo, S.A., Depositary Bank and CMVM’s web site.

All rights reserved to SQUARE A.M. SQUARE ASSET MANAGEMENT, SOCIEDADE GESTORA DE ORGANISMOS DE INVESTIMENTO COLETIVO, S.A. is a financial institution supervised by the Portuguese financial market regulator - the Portuguese securities market commission (CMVM), and is subject to European Union standards and directives.