The Allocation Strategy Certificates are Millennium bcp's indexed management investment products that allow simultaneous investment in two global bond and stock indexes.
This family of multi-asset Certificates corresponds to five distinct investment profiles (each with a different mix of exposure to stocks and bonds), allowing you to define your strategy according to your risk profile:
These Certificates replicate the behaviour of the underlying bond and stock indices in pre-defined proportions, deducted of management costs and with semi-annual rebalancing.
The purchase and sale of the Certificates is done at market prices, on the stock exchange and in real time, with liquidity ensured by Millennium bcp.
Therefore, the purchase of a single Certificate represents an investment with the desired allocation to thousands of bonds and stocks worldwide, providing high diversification with simplicity and transparency.
The Key Investor Information Documents (KIID) for each of the Allocation Strategy Certificates are available for consultation at:
Build a diversified investment portfolio with just one exchange market order.
This product is not simple and may be difficult to understand.
This product does not include any protection from future market performance, so you could lose some or all of your investment.
Producer, Distributor and Entity Responsible for advertising the Certificates: Banco Comercial Português, S.A., a company open to public investment, with registered office at Praça D. João I, 28, 4000-295 Oporto, having a share capital of 4,725,000,000.00 Euros, registered at the Commercial Registry Office of Oporto with the single commercial registration and TIN 501 525 882.
For more information, please contact your Account Manager or by telephone: 707 50 24 24, 91 827 24 24, 93 522 24 24 or 96 599 24 24.
Calls to 707 50 24 24 are charged at a maximum of 0.09€ per minute if using a land line. If you call this number using a mobile network the maximum charge per minute will be 0.13€. These charges are subject to VAT.