Real Yield Dashboard

European Fixed Income Analysis — After-Tax Real Returns vs. Inflation

Best Mutual Funds in Portugal

Investing in Mutual Funds is a key strategy for Portugal residents looking to protect their savings. Currently, the European Central Bank (ECB) maintains the €STR rate at a level that significantly impacts many fixed-income products across the eurozone.

With an annual inflation rate of approximately 2.4% in Portugal, finding yields that provide a positive real return after taxes of 28.0% is crucial for maintaining your long-term purchasing power.

Mutual Funds Yields in Portugal

TypeInstitution / ProductGross YieldAfter TaxReal YieldStatusDetails
Mutual Funds
Amundi Euro LiquidityPT
1.86%1.26%-1.14%Loses to InflationTER: 0.12%, T+1 liquidity
Mutual Funds
HSBC Euro Liquidity FundEU
1.79%1.19%-1.21%Loses to InflationTER: 0.13%, T+1 liquidity, institutional