The Portuguese Securities Commission reported that assets under management in undertakings for collective investment in transferable securities reached EUR 28.02 billion in August 2026, up EUR 445.9 million, or 1.6%, from July. Alternative investment fund assets increased 7.5% to EUR 1.18 billion. Investment in foreign equities recorded the largest monthly increase at 18.4%, while holdings of domestic equities rose 3.8%. Germany remained the main investment destination, accounting for 24.8% of fund investments, followed by the United States at 16% and Luxembourg at 10.5%, while Portugal represented 7.2%. Caixa Gestão de Ativos held the largest management company market share at 30.2%, ahead of IM Gestão de Ativos at 22.5% and Santander Asset Management at 14.2%. Three funds began operating during August, one closed alternative investment fund was liquidated and three funds managed by Optimize Investment Partners were involved in mergers.
Portuguese Securities Commission reports UCITS assets rose 1.6% and alternative fund assets 7.5% in August
The Portuguese Securities Commission reported that UCITS assets rose 1.6% in August 2026 to EUR 28.02 billion, while alternative investment fund assets increased 7.5% to EUR 1.18 billion. Foreign equity holdings climbed 18.4%, and Germany remained the largest investment destination with a 24.8% share.