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2017 / iberian.propery // 97
Fund strategy Core and
Added Value
Gross Asset
Value
€ 887 Mn
Net Asset Value € 887 Mn
Nº of assets 90
Performance
Objective
12 Months Euribor
+ 2%
Benchmark IPD // APFIPP
Target Investors Retail
Legal Structure Open-ended Fund
Legal Domicile Portugal
Mário Tomé
Executive Chairman
Pedro Coelho
Board Member
Luísa Bordado
Board Member
Board Members
Sector Profile
Office
Street Retail
Shopping Center
Logistics
Hotel & Leisure
Residential
Other
Lisbon
Porto
Others
Main Investment Cities
Square Asset Management is the largest
open-ended fund asset manager in Portugal, with
circa €900MAuM under management, for private
and institutional investors:
- Core Asset Funds : 454 €M AuM
- Distressed Asset Funds: 433 €M AuM
- Consultancy: 65,5 €M AuM
With a consistent growth and an efficient strategy,
that constantly outperforms market indicators,
Square AM manages five real estate funds: four
distressed asset funds and one Core balanced
fund. The latter is a six time winner of the prestig-
ious Morgan Stanley/IPD award for the Highest
Performance Iberian/NationalBalanced Portfolio.
The key for our success is based on an extensive
knowledge of the real estate market, combined
with vast national and international experience in
the financial sector of our management team that
works together since the early 90s.
Square AM is focused on creating innovative solu-
tions formanaging assets, aiming to strike a balance
between minimizing risk and maximizing returns..
Data provided to Iberian Property (Square AM)