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Expert-Curated Golden Visa Fund Analysis

Portugal Golden Visa Funds

Profiles, Metrics, Comparisons

Compare Portugal Golden Visa investment funds with comprehensive analysis. Detailed breakdown of fees, returns, and compliance requirements.

Portugal Investment 1

Verified
GV Eligible
Open

Open-ended private equity & venture capital fund focused on value creation in unlisted Portuguese SMEs and mid-caps via special-situations investments, structured to satisfy Portuguese Golden Visa requirements.

Minimum Investment

150,000

Target Return

8-11% p.a.

Fund Structure

Open-ended

Redemption Terms

Not Available
Closed
Management:1%
Performance:20%

Horizon Fund

Verified
GV Eligible
Open

Open Ended Fund investing 65% in Portuguese Fixed Income and 35% in Digital Assets with access to Golden Visa in Portugal.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

Monthly

15 days notice required

Management:2%
Performance:20%

Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa .

Minimum Investment

1,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.8%
Performance:0%

A closed-end venture capital fund focusing on digital economy and technology-driven businesses with high scalability potential, particularly in Portugal.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:2.5%
Performance:12.5%
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A closed-end venture capital fund focused on prime asset-backed opportunities in Portugal's real economy, including real estate development, tourism infrastructure, and renewable energy.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:2.5%
Performance:12.5%

A closed-end venture capital fund focusing on marine economy and waterfront-related assets with strong sustainable growth prospects, particularly in Portugal's coastal regions.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:2.5%
Performance:12.5%

An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
Management:1%
Performance:0%

An open-end real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.

Minimum Investment

500,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
Management:1.5%
Performance:10%
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Your path to secure wealth building through a diversified, actively managed multi-asset strategy combining bonds, equities, gold and deposits, tailored for Golden Visa investors in Portugal.

Minimum Investment

500,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

End of Term
Closed

30 days notice required

Management:0%
Performance:0%

Closed-ended private equity fund targeting profitable SMEs and mid-caps in the "Blue Economy," with €28 m anchor commitment from the European Investment Fund and eligibility for the Portuguese Golden Visa (minimum €100 000 investment).

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Closed-ended(10 years)

Redemption Terms

N/A
Management:2%
Performance:20%

Portugal Golden Visa–eligible climate fund investing in solar energy-as-a-service projects and battery storage, with expedited onboarding support and community integration, managed under CMVM regulation.

Minimum Investment

250,000

Target Return

12-0% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
Management:2%
Performance:20%

Open-ended FCR vehicle targeting profitable Portuguese SMEs via senior secured and mezzanine debt, plus hybrid instruments, to deliver stable 5 % p.a. dividends and structured for Portuguese Golden Visa eligibility (minimum €100 000)

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Closed-ended(6 years)

Redemption Terms

End of Term
Management:2%
Performance:20%
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Open-ended, FACTA-compliant public equities vehicle managed by Oxy Capital – SGOIC, S.A., investing over 60% in Portuguese listed equities and under 40% in international equities via Oxy's proprietary strategy; perpetual subscriptions with daily liquidity and no redemption fee after three years for Golden Visa investors.

Minimum Investment

100,000

Target Return

8-10% p.a.

Fund Structure

Open-ended

Redemption Terms

Weekly
Management:1.2%
Performance:20%

A CMVM-regulated, closed-end private equity fund investing exclusively in district.space, a Portuguese flex office operator, targeting an underdeveloped market with strong demand and guaranteed exit.

Minimum Investment

100,000

Target Return

11.65-0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:1.5%
Performance:20%

A closed-end private equity fund regulated by CMVM, investing in Portugal's thriving hospitality sector. Designed to comply fully with the Portugal Golden Visa requirements.

Minimum Investment

100,000

Target Return

5-0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:0.2%
Performance:25%

Closed-end CMVM-regulated private equity fund investing in hospitality operators (non-real-estate) across Portugal's tourism sector; offers two tracks — 2% p.a. fixed (Capital Preservation, exit at citizenship) or ~10% target IRR (Upside, exit at maturity); Golden Visa eligible (minimum €100,000).

Minimum Investment

100,000

Target Return

2-0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:0.2%
Performance:25%
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Investment opportunity in the development of a 5-star luxury tourist complex in Portugal's West Region, near Óbidos, offering attractive projected returns and lifestyle benefits.

Minimum Investment

650,000

Target Return

10-0% p.a.

Fund Structure

Closed-ended(6 years)

Redemption Terms

N/A
Management:2%
Performance:20%

An asset-based, risk-mitigated investment vehicle designed to finance the ongoing production of film and television content with guaranteed worldwide distribution.

Minimum Investment

200,000

Target Return

5-0% p.a.

Fund Structure

Closed-ended(10 years)

Redemption Terms

N/A
Management:1%
Performance:0%

A Golden Visa–eligible private equity fund targeting sustainable tourism and hospitality development in Portugal's Douro Valley, focusing on a 5-star luxury eco-resort.

Minimum Investment

500,000

Target Return

11-0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:2%
Performance:20%

A closed-end venture capital fund investing primarily in SMEs with high growth potential, focusing on tourism-related sectors and Portuguese companies.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:2.5%
Performance:12.5%
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An open-end equity fund focused exclusively on equities listed on Euronext Lisbon and other regulated Portuguese markets, seeking to outperform the PSI-20 index.

Minimum Investment

500,000

Target Return

0-20% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
Management:1.5%
Performance:15%

A venture capital/private equity fund investing in high-growth technology companies with strong innovation potential and scalable business models.

Minimum Investment

500,000

Target Return

0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:2%
Performance:20%

A Golden Visa–eligible private equity vehicle investing in companies that finance and operate solar panel projects, focusing on stable returns from long-term lease agreements and power purchase agreements. Capital preservation strategy with attractive target returns.

Minimum Investment

150,000

Target Return

8% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:1.6%
Performance:15%

A CMVM-regulated, open-ended alternative investment fund that invests primarily in Portuguese bonds and equities, with flexibility to allocate to ETFs, other funds, and international securities for diversification.

Minimum Investment

100,000

Target Return

5-0% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.5%
Performance:20%
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A CMVM-regulated, VC fund with privileged access to the best European high-growth startups and corporates. Offers an option to qualify for IFICI tax regime (NHR 2.0).

Minimum Investment

150,000

Target Return

20% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:2%
Performance:20%

Closed-ended venture capital and private equity fund targeting growth and consolidation of Portuguese industrial and circular-economy SMEs via equity, hybrid and debt instruments, structured to satisfy Golden Visa requirements.

Minimum Investment

100,000

Target Return

15-20% p.a.

Fund Structure

Closed-ended(7 years)

Redemption Terms

End of Term
Management:0%
Performance:20%

Open-ended Alternative Investment Fund focused on capital preservation with 70% exposure to Portuguese corporate bonds and 30% to global equities & digital assets, offering daily liquidity and eligibility for the Portuguese Golden Visa.

Minimum Investment

100,000

Target Return

7-10% p.a.

Fund Structure

Open-ended

Redemption Terms

Weekly

5 days notice required

Management:1.5%
Performance:20%

Private equity fund targeting 15-20% IRR through special situations investments in Iberia, with Golden Visa eligibility and CMVM regulation.

Minimum Investment

100,000

Target Return

15-20% p.a.

Fund Structure

Closed-ended(4 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%
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Closed-ended private equity and debt vehicle targeting mature Portuguese companies through special-situations equity and debt instruments, structured to satisfy Portuguese Golden Visa requirements.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

Pela Terra II is a Portuguese venture capital fund investing exclusively in sustainable agriculture across Portugal.

Minimum Investment

200,000

Target Return

8-10% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:1.5%
Performance:0%

Golden Visa Investment Funds

Compare Portugal investment funds for Golden Visa applications. Our directory includes funds from top managers. Golden Visa fund route requires a total €500,000 investment. Note: Some funds may be structured to meet GV rules; eligibility depends on current law and fund strategy.

Fund Categories

  • • Technology & Innovation Funds
  • • Renewable Energy Funds
  • • Diversified Investment Funds
  • • Private Equity Funds

Why Choose Movingto

  • • Expert Golden Visa information
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Frequently Asked Questions

What's the minimum for the fund route?

€500,000 total investment required for Golden Visa fund route, with no real-estate exposure permitted (post-October 2023 regulatory changes). A fund's subscription minimum can be lower, but you still need €500,000 across one or more qualifying funds.

Source: IMI Daily

How long does the Golden Visa application process take?

The application process typically takes 6-12 months from investment to visa approval, depending on the fund and documentation completeness.

Are these funds regulated by Portuguese authorities?

We source from CMVM-regulated managers where applicable. Verify each fund's registration and GV suitability with counsel.

Can I compare different fund options?

Movingto clients get access to comprehensive fund comparison tools, detailed analytics, and personalized recommendations based on risk tolerance and investment goals.