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3CC Portugal Golden Income Fund

3 Comma Capital

3CC Portugal Golden Income Fun...

Verified Fund
Open for subscriptions
DS
8-point legal review by David Simões Fitas, OA #67185P · Ordem dos Advogados · Verified March 18, 2026 · View methodology →

3CC Portugal Golden Income Fund

3CC Portugal Golden Income Fund is an open-ended alternative investment fund regulated by CMVM (ID: 2108) and managed by 3 Comma Capital, investing in other with a minimum commitment of €100,000 with no lock-up period.

Regulator
CMVM (ID: 2108)
ISIN
PT3CMEHM0002
Strategy
Other
Min. Investment
€100,000
Typical GV Ticket
€500,000
Fund Size
Not disclosed
Management Fee
1.5%
Performance Fee
20% (5% hurdle)
Lock-up
Not disclosed
Redemptions
Daily
Custodian
Bison Bank, S.A.
Auditor
PKF
Status
Open
GV-intended
Verified GV-intended
Sources vary by field; hover icons show source tier.|Last updated: |Verify on CMVM registry

Investor decision panel

What to know before shortlisting this fund

Data completenessPartial (82%)
Last evidence checkMay 14, 2026

Best for

  • Investors seeking other exposure through a Portugal-regulated fund.
  • Investors who need a fund currently open for subscriptions.
  • Investors comfortable with a balanced risk profile.

Avoid if

  • You need clear liquidity terms before first contact.

Key unknowns

  • Fund size
  • Lock-up

Main diligence flags

  • Verified profile has unresolved fields: Fund size, Lock-up.

Golden Visa note: The fund is marked as Golden Visa intended and has passed Movingto verification. Eligibility still depends on the applicant file and current legal review.

Fund Snapshot

Key Facts

Min Investment€100,000
RedemptionsDaily
Open to USYes
Lock-upNo Lock-up
Fund Size (AUM)Not disclosed

Fees

Management Fee
1.5%
Performance Fee
20%

Additional Details

NAV FrequencyDaily
Established2024
CMVM ID2108
Notice Period5 days
Regulated ByCMVM

Compliance

CMVM #2108
GV-intended (manager-stated)

Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.

Verification, Completeness & Freshness

Movingto's legal review confirms selected regulatory, identity, and document checks. It does not mean every profile field is complete, current, or an investment recommendation. Learn about our 8-point fund verification process

VerificationVerified
Data completenessPartial (82%)
Last evidence checkMay 14, 2026
Verified 57d ago

Key unresolved fields

Fund size, Lock-up

  • CMVM registration confirmed
  • Regulatory status reviewed
  • ISIN reviewed
  • Fund manager identity reviewed
  • Available fee fields reviewed
  • Custodian details reviewed

Historical Performance

No performance data available
Performance metrics will appear when data is provided

Fund Overview

About the Fund

The 3CC Portugal Golden Income Fund is an open-ended, CMVM-regulated alternative investment fund managed by 3 Comma Capital. It blends stable income from Portuguese corporate bonds with growth exposure to U.S. and global equities, digital assets and gold, while meeting all eligibility requirements for the Portuguese Golden Visa.

The 3CC Portugal Golden Income Fund is a regulated, open-ended alternative investment fund managed by 3 Comma Capital SCR, S.A., headquartered in Lisbon. Built as an “all-weather” multi-asset strategy, the fund invests predominantly in Portuguese corporate debt, typically 65–70 percent of the portfolio, to deliver stability and to comply fully with the non-real-estate requirements of the Portugal Golden Visa. The remaining allocation is diversified across U.S. and world equities, gold, and a carefully controlled basket of digital assets such as Bitcoin, Ethereum and Solana. This structure aims to generate steady income with selective long-term growth, supported by daily NAV calculations, daily subscription/redemption windows, and a clear, five-year-aligned redemption fee schedule. The fund is accessible to both retail and international investors, with pathways for U.S. investors through SDIRA structures. It offers transparent reporting, daily pricing, and a diversified, liquid alternative to traditional private equity funds commonly used in Golden Visa applications.

Regulatory Identifiers

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

CMVM Registration2108
ISIN
PT3CMEHM0002

Key Terms

Key Terms

Minimum Investment
€100,000
Fund Structure
Other
Fund Term
Perpetual
Domicile
Lisbon, Portugal
Custodian
Bison Bank, S.A.
Auditor
PKF
ISIN
PT3CMEHM0002
Typical Ticket
€500,000
Risk Band
Balanced
Fund Status
Open
Inception Date
2024

Information as reported by fund manager. Terms may vary by investor class.

Financial Details

Fees

Fee Structure

Management Fee1.5%
Performance Fee20%
-5% preferred return hurdle
Subscription Fee1.5%
Redemption Fee2.5%

Fee Calculator

EUR
Incomplete estimate: Performance fee depends on actual returns above any hurdle and is not included in the annual cost estimate.
Annual management fee:€1,500
Performance fee:Depends on returns
Known annual cost:€1,500
Performance fees depend on actual returns above any hurdle. Missing fee disclosures are diligence gaps, not zero-cost assumptions.

Geographic Allocation

Portugal (Corporate Bonds)60%
United States & Global Equities30%
Global (Digital Assets & Gold)10%

Redemption Terms

Redemption Status
Open
FrequencyDaily
Notice Period5 business days
Early Redemption Fee2.5%
Additional Terms

Open-ended, No Lock-Up Period

Redemption terms may vary by investor class. Verify details with the fund manager.

Fund Structure

Regulatory & Compliance

CMVM Registration2108
AuditorPKF
CustodianBison Bank, S.A.
NAV FrequencyDaily
PFIC/QEF Status
QEF Available

Always confirm regulatory details with the fund manager and legal counsel before investing.

Team Information

Fund Team

10 team members

Team members are employed by the fund manager, not Movingto. Profiles listed for directory comparison.

Professional profiles connected to this fund

These source-backed profiles are connected to this fund and its manager.

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Enquire About 3CC Portugal Golden Income Fund

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Disclaimer: This enquiry does not constitute investment advice or a commitment to invest. All investments carry risk. Past performance does not guarantee future results.

Important Notice for Investors

Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.

Verified Fund

3CC Portugal Golden Income Fund

Min Investment

€100,000

Target Return

7–10% p.a.

Investment Calculator

Project potential returns based on your investment parameters

Display returns after disclosed management and performance fees

Fund minimum: €100,000

Typical holding period

%

Fund target: 7–10% p.a.

Investment Risk Disclosure: These projections are for illustrative purposes only and do not guarantee future performance. Past performance is not indicative of future results. All investments carry risk, including potential loss of principal. Consult with a qualified financial advisor before making investment decisions.

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Compare 3CC Portugal Golden Income Fund

Compare 3CC Portugal Golden Income Fund with similar investment funds to analyze performance, fees, and investment requirements.

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Frequently Asked Questions

The fund seeks to provide steady income by investing mainly in Portuguese corporate debt, along with some global stocks and a limited amount in alternative assets. Its structure also aligns with the requirements for Portugal’s Golden Visa residency-by-investment program.

It qualifies because it invests at least 60–65% of total assets in corporate bonds issued by companies headquartered in Portugal and has a recommended investment horizon of 5 years + 1 day, matching the ARI residency timeline.

The portfolio combines: ~60% Portuguese corporate bonds ~20% U.S. and global equities ~10% digital and alternative assets, including Bitcoin, Ethereum, Solana, and gold This mix is designed to balance stability and upside potential.

The fund is managed by 3 Comma Capital SCR, S.A., a Lisbon-based investment manager regulated by CMVM under license number 182126.

Bison Bank, S.A. serves as the fund’s depositary — responsible for asset safeguarding, cash flow monitoring, and compliance oversight.

NAV is calculated and publicly updated daily, offering transparency and allowing investors to monitor the value of their units with high frequency.

The fund offers multiple share classes, including Class AS, Class DS, and distribution-share variants (e.g., Class DS). Each class has a different fee structure and minimum investment requirement.

Approximate minimums are: Class AS: €100,000 Class DS: €250,000 Other share classes may have lower minima, but Golden Visa applicants must still meet the statutory €500,000 investment threshold.

Yes, Class D and DS share classes are designed for income distribution, while Class A and B are accumulation classes that reinvest returns rather than distributing cash.

Investors may redeem daily (cutoff 11:00 a.m. London/Lisbon). Early redemption fees appl: 2,5% and 0% after 5 years + 1 day.

Yes, the fund is marketed as suitable for U.S. investors via Self-Directed IRA (SDIRA) structures. For direct, taxable U.S. investors, PFIC/QEF reporting availability should be confirmed directly with the manager or a qualified advisor.

The fund is an Alternative Investment Fund (AIF), authorised by the CMVM and managed by a regulated SGOIC under Portugal’s AIFM framework. It follows strict oversight requirements, including audited annual accounts and depositary supervision.

The KIIDs classify the fund in a medium-low risk band (SRRI 3/7), reflecting the stability of investment-grade corporate bonds combined with controlled exposure to equities and digital assets.

For a € 100 000 investment: Moderate: € 106 204 after 1 year (6.20 % p.a.), € 173 689 after 5 years (11.67 % p.a.) Favorable: € 124 601 after 1 year (24.60 % p.a.), € 249 004 after 5 years (20.02 % p.a.) Unfavorable: € 90 127 after 1 year (–9.87 % p.a.), € 120 604 after 5 years (3.82 % p.a.)

Compliance & Structural Details

The profile lists CMVM ID 2108. The listed custodian is Bison Bank, S.A.. Investors should verify current registry status and documents before subscribing.

The profile marks this fund as Golden Visa intended. Eligibility must still be confirmed against current law, fund documents, and the applicant's own legal file.

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