Terms of Use & Data Disclaimer

1. Purpose and scope

Fundraxis and Portugal Funds provide information about investment funds, their managers and related market data, together with research, comparisons, scores and simulations. This material supports research and independent assessment. It is not personalised investment advice, a suitability assessment, legal, tax or immigration advice, or an offer or solicitation to buy, sell or subscribe to a financial instrument. A listing or score does not constitute an endorsement or a guarantee of an investment or manager.

2. Sources, accuracy and timeliness

Information may originate from regulatory filings, fund managers, documents, market-data providers and internal research. Reasonable validation does not eliminate the possibility of errors, omissions, delayed updates, inconsistent source information or incomplete coverage. No assurance is given that every field is complete, current or suitable for a particular purpose. A source date or reference period should be read together with the information it qualifies.

Before acting, verify material information against the latest official offering documents, prospectus or management regulations, key information documents, reports and the relevant fund manager or competent authority. Summaries in this database do not replace those documents. Third-party websites and documents have their own terms, availability and responsibilities.

3. Analysis, scores and simulations

Calculated indicators are model-dependent estimates, not reported facts or regulatory ratings. Results depend on available history, coverage, assumptions and methodology, including treatment of capital flows, prices, distributions, currencies, costs and derivatives. Comparisons may not capture every difference between funds or share classes. Missing information is not evidence of zero exposure, zero risk or poor performance.

Experimental manager scores assess observed rebalancing decisions within a defined sample. They do not establish persistent skill or predict future performance. Scenarios and simulations are illustrations, not promises or forecasts. Review the relevant reference period, explanatory notes and methodology. Methods and results may be revised when information or assumptions change.

4. Investment and programme risks

Investments can lose value, including the entire amount invested. Liquidity, currency, market, credit and other risks may apply. Past performance, rankings and scores do not guarantee future results. Published returns or simulations may differ from an individual investor’s outcome because of fees, taxes, transaction timing and other circumstances.

Golden Visa / ARI and other programme labels record available declarations or research classifications. They do not constitute a legal determination, an assurance of eligibility or acceptance by an authority, or a guarantee of residence, citizenship or tax treatment. Applicable requirements and the investor’s circumstances must be checked independently with appropriately qualified advisers and competent authorities.

5. Decisions, responsibility and mandatory rights

Users remain responsible for their independent assessment and decisions and should obtain professional advice where appropriate. The availability of information or an analytical result does not create a promise of financial outcome or a duty to monitor a user’s portfolio.

Any responsibility of Nomera Capital is governed by applicable law and any applicable contractual terms. This notice does not exclude or limit liability that cannot lawfully be excluded or limited, including liability for fraud, wilful misconduct or gross negligence, or override mandatory consumer rights or other statutory protections.

6. Separate notices

This page addresses the use of fund information and analytical content. It does not replace applicable account or service agreements, source-provider licences, or notices about the processing of personal data. See our Privacy Policy for registered accounts, paid services and privacy requests. Changes to this notice are identified by its update date.