Investment in assets in Portugal grows to more than eight billion euros in the 2nd quarter

Regarding individual asset management, investment in domestic stocks fell 13.7%, while investment in bonds saw a slight increase of 0.2%. Public debt rose 0.6% this quarter.

In terms of collective asset management, the total value grew 3.7% in the quarter and 15.9% compared to the second quarter of 2024. The number of investment funds increased to 530, marking an increase of 12 compared to the previous quarter and 57 compared to the same period last year.

In Collective Investment Undertakings in Transferable Securities (UCITS) and Alternative Investment Funds (AIF), the amount invested in national public debt grew significantly by 25.8% in the quarter, although it fell 14.6% compared to last year. Investment in national equities fell 24.9% in the quarter, but increased 84.3% year-on-year. Investment in foreign equities decreased 1.6% in the quarter, representing a 5.1% increase compared to the same period last year.

Germany stood out as the main destination market for investments, accounting for 23.7% of the total, with a 4.6% increase in the quarter. The United States, with 14.6%, also saw an increase, rising 6.0%. Investment in Portugal grew 25.9% this quarter, reaching 4.8% of the total, and increasing 25.1% compared to the previous year.

In Real Estate Investment Funds (FII) and Real Estate Investment Company Investment Funds (FEII), the value under management grew 3.4% in the quarter and 22.8% year-over-year. Investment in renovation projects increased 2.1% in the quarter, representing a 67.3% increase compared to the same period last year.

Finally, the marketing of foreign UCITS in Portugal increased by 7.1% in the quarter and 22.9% compared to the same period last year.