Covering all 35 CMVM-regulated funds · Updated May 2026
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35
Indexed Funds
17
Passed 8-Point Review
May 2026
Last Updated
Portugal Golden Visa funds that have passed Movingto's 8-point legal review, conducted by licensed Portuguese lawyers.
Quadrantis Capital
€100,000
10y
Mgmt: 2.5% | Perf: 30%
New Frontiers Energy Fund
€100,000
7y
Mgmt: 1.5% | Perf: 25%
Quadrantis Capital
€100,000
10y
Mgmt: 1.5% | Perf: 20%
Octanova SCR
€100,000
5y
Mgmt: 2% | Perf: 20%
Oxy Capital
€100,000
8y
Mgmt: 2% | Perf: 20%
Lince Capital, SCR, S.A.
€100,000
6y
Mgmt: 2% | Perf: 20%
3 Comma Capital
€100,000
Not disclosed
Mgmt: 1.5% | Perf: 10%
Finprop Capital, SGOIC, SA
€200,000
5y
Mgmt: Not disclosed | Perf: Not disclosed
Heed Capital
€100,000
Not disclosed
Mgmt: 1.5% | Perf: 20%
Iberis Capital
€100,000
10y
Mgmt: 1.75% | Perf: 22.5%
Fund profiles with recent visitor interest
Updated May 2026Portugal Golden Visa fund comparison
Compare Portugal Golden Visa funds, shortlist options, and verify eligibility, fees, US-person rules, and legal evidence before subscribing.
There is no single best Portugal Golden Visa fund. A credible shortlist starts with fund-route eligibility evidence, manager transparency, strategy fit, total fees, liquidity terms, and whether the fund accepts your investor profile.
No Golden Visa fund is risk-free. Lower-risk shortlists usually start with clearer CMVM-regulated structure, independent depositary and auditor evidence, conservative strategy, transparent fee terms, and documents your lawyer can verify before subscription.
Use this page as the starting point to compare Golden Visa funds by strategy, risk profile, target return, fees, lock-up terms, redemption mechanics, manager disclosure, and US-person eligibility.
Only some Portugal Golden Visa funds accept US persons. US applicants should check FATCA onboarding, PFIC reporting support, fund-manager policy, and separate US tax advice before subscribing.
Compare total fee drag, not only management fee. Subscription fees, annual management fees, performance fees, fund expenses, redemption fees, and tax reporting costs can materially change the after-fee result.
Golden Visa fund shortlist framework
Use this page as the canonical starting point for fund-route comparison. It is a research and introduction surface, not investment advice or a recommendation to buy, hold, or sell any fund.
| Investor question | How to answer it | Next check |
|---|---|---|
| Best Portugal Golden Visa funds | There is no universal best fund. Build a shortlist from fund-route eligibility evidence, investor profile fit, total fees, liquidity terms, strategy, manager disclosure, and risk tolerance. | Start with the live fund index, then compare three to five candidates side by side. Open page |
| Safest Portugal Golden Visa funds | No fund is risk-free. A lower-risk diligence screen starts with CMVM-regulated structure, independent depositary and auditor evidence, conservative strategy, clear documents, and legal review before subscription. | Use the due diligence checklist before treating a fund as suitable. Open page |
| Funds for US investors | US investors need written fund-manager confirmation on US-person acceptance, FATCA onboarding, PFIC classification, QEF support if relevant, and separate US tax advice. | Filter the US-person index first, then verify the current policy with the manager. Open page |
| Fund fees compared | Compare total fee drag, not just annual management fee. Subscription fees, performance fees, hurdles, expenses, redemption fees, and tax-reporting costs can change the after-fee result. | Review the fee comparison page before comparing returns. Open page |
| Open-ended vs closed-ended funds | Open-ended labels do not guarantee easy exit, and closed-ended funds can extend beyond the target term. Check maturity, redemption windows, notice periods, gates, side pockets, and secondary-transfer rights. | Read the liquidity guide before relying on a five-year exit assumption. Open page |
Every fund in the Movingto Verified Fund Index has passed an 8-point legal review. Verification covers CMVM registration, fund structure, custodian and auditor arrangements, Golden Visa eligibility documentation, and consistency of disclosed terms. It is a transparency and legal-readiness check — not an investment recommendation.
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OA #67185P
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Quick answers about Golden Visa funds and the Portugal Golden Visa fund route
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