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3CC Portugal Golden Income Fund Alternatives | Portugal Golden Visa Investment Funds

These are similar Golden Visa eligible funds with comparable investment strategies and requirements. Review each option to find the best match for your investment goals.

Portugal Liquid Opportunities, FCR

Open

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

Return Target:

8-10% p.a.

Term:

0 years

Category:

Other

Manager:

Oxy Capital

IMGA Ações Portugal Fund

Open

IMGA Ações Portugal is a long-established equity fund focused exclusively on companies listed on the Portuguese stock market. Active since 1995 and managed by IM Gestão de Ativos, the fund seeks to grow your investment over time by holding a variety of Portuguese stocks, with daily updates on value, no fees for joining or leaving, and a strong history of performance over many years.

Minimum Investment:

€500

Return Target:

0-20% p.a.

Term:

0 years

Category:

Other

Manager:

IM Gestão de Ativos (IMGA)

Horizon Fund✓ VERIFIED

Open

Horizon Fund is an open-ended, CMVM-regulated alternative fund that blends Portuguese fixed income with exposure to large-cap digital assets. Managed by Octanova SCR, it aims for long-term growth and eligibility for the Golden Visa by investing 65% in high-quality Portuguese bonds and up to 35% in BTC, ETH, and SOL through regulated custodians.

Minimum Investment:

€100,000

Return Target:

0-0% p.a.

Term:

6 years

Category:

Crypto

Manager:

Octanova SCR

Optimize Portugal Golden Opportunities Fund

Open

The Optimize Portugal Golden Opportunities Fund is an open-ended UCITS investment fund designed to meet Portugal Golden Visa requirements through regulated capital markets exposure. Managed by Optimize Investment Partners SGOIC, it focuses primarily on Portuguese listed equities and debt securities, with no direct or indirect real estate exposure. The fund offers daily liquidity, transparent NAV pricing, and CMVM supervision, positioning it as a liquid alternative to traditional closed-ended Golden Visa funds.

Minimum Investment:

€500,000

Return Target:

0-0% p.a.

Term:

0 years

Category:

Other

Manager:

Optimize Investment Partners

Lince Yield Fund, FCR✓ VERIFIED

Open

Lince Yield Fund, FCR is a regulated Portuguese private credit and income-focused fund targeting a 5% annual yield. It finances mature, financially sound SMEs through secured and mezzanine debt, prioritising capital preservation and stable distributions. Built for risk-averse Golden Visa investors, it combines defensive credit strategies with the safeguards of a CMVM-supervised FCR.

Minimum Investment:

€100,000

Return Target:

0-0% p.a.

Term:

6 years

Category:

Debt

Manager:

Lince Capital, SCR, S.A.

Quadrantis Private Equity Credits & Bonds Fund – Subfund B

Open

A CMVM-recognised private equity fund managed by Quadrantis Capital, combining private equity, credit and high-grade bond investments to target a 10% annual return and provide a Golden Visa-eligible route for investors.

Minimum Investment:

€100,000

Return Target:

10-10% p.a.

Term:

5 years

Category:

Private Equity

Manager:

Quadrantis Capital

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