3 Comma Capital
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.
Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.
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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.
We source from CMVM-regulated managers where applicable. Verify each fund's registration and GV suitability with counsel.
Information as reported by fund manager. Terms may vary by investor class.
Open-ended, No Lock-Up Period
Redemption terms may vary by investor class. Verify details with the fund manager.
Always confirm regulatory details with the fund manager and legal counsel before investing.
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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.
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.
Project potential returns based on your investment parameters
Display returns after 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.
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.
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Compare 3CC Portugal Golden Income Fund with similar investment funds to analyze performance, fees, and investment requirements.
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: ~70% Portuguese corporate bonds ~15% U.S. and global equities ~15% 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 A, Class B, Class D, and distribution-share variants (e.g., Class DS). Each class has a different fee structure and minimum investment requirement.
Approximate minimums are: Class A: €100,000 Class D: €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 apply on a sliding scale: 5% (year 1), 4% (year 2), 3% (year 3), 2% (year 4), 1% (year 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.)
Yes, it is registered under CMVM ID 2108. The custodian is Bison Bank, S.A..
Yes, the fund manager states that 3CC Portugal Golden Income Fund is intended to meet the €500,000 fund route requirement for the Portugal Golden Visa program. Eligibility must be confirmed with Portuguese legal counsel.
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