3CC Portugal Golden Income Fund Alternatives | Portugal Golden Visa Investment Funds
Why Consider Alternatives to 3CC Portugal Golden Income Fund?
Investors exploring alternatives to 3CC Portugal Golden Income Fund (Other) may be looking for a different risk profile or strategy focus, or diversification across fund managers. Below are 6 funds with comparable strategies and Golden Visa eligibility that you can evaluate side-by-side.
All alternatives are selected based on category, investment strategy, and structural similarity. Golden Visa eligibility must be confirmed with Portuguese legal counsel for any specific fund.
Quick Comparison: 3CC Portugal Golden Income Fund vs Alternatives
| Fund | Min. Investment | Mgmt Fee | Target Return | Term | Category |
|---|---|---|---|---|---|
| 3CC Portugal Golden Income FundSource | €100,000 | 1.50% | 7–10% p.a. | 5 years | Other |
| Portugal Liquid Opportunities, FCR | €100,000 | 1.20% | 8–10% p.a. | 5 years | Other |
| IMGA Ações Portugal Fund | €500 | 2.17% | 20% p.a. | 5 years | Other |
| 3CC Atlantic Bond Fund | €100,000 | 1.50% | 4–6% p.a. | 5 years | Credit |
| IMGA GV Portuguese Equities | €100,000 | 2.00% | 8% p.a. | 5 years | Other |
| Optimize Portugal Golden Opportunities Fund | €500,000 | 1.80% | Not disclosed | 5 years | Other |
| Heed Top Investment Fund | €100,000 | 1.50% | 5% p.a. | 5 years | Debt |
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.
€100,000
8–10% p.a.
5 years
Other
Oxy Capital
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.
€500
20% p.a.
5 years
Other
IM Gestão de Ativos (IMGA)
3CC Atlantic Bond Fund✓ VERIFIED
The Atlantic Bond Fund is an Open-ended Alternative Investment Fund designed and managed by 3 Comma Capital. The fund aims to provide its participants with capital appreciation over a five-year period, with an investment policy designed to achieve absolute returns within the recommended investment horizon (100% bond fund).
€100,000
4–6% p.a.
5 years
Credit
3 Comma Capital
The IMGA GV Portuguese Equities is an open-ended securities investment fund designed to provide investors with exposure to the Portuguese stock market. The fund’s primary goal is to achieve long-term capital appreciation by investing predominantly in companies listed on the Euronext Lisbon exchange.
€100,000
8% p.a.
5 years
Other
IM Gestão de Ativos
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.
€500,000
Not disclosed
5 years
Other
Optimize Investment Partners
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
€100,000
5% p.a.
5 years
Debt
Heed Capital
Frequently Asked Questions about 3CC Portugal Golden Income Fund Alternatives
We identified 6 funds with similar investment strategies, categories, and structural characteristics to 3CC Portugal Golden Income Fund. These alternatives are selected based on category (Other), strategy overlap, and Golden Visa eligibility intent. Each fund should be evaluated independently—similarity does not mean identical risk or return profiles.
The average management fee across 6 alternatives is 1.70%, which is higher than 3CC Portugal Golden Income Fund's 1.50%. Always compare total cost including performance fees, subscription fees, and fund expenses.
6 of 6 alternatives are marketed for the Portugal Golden Visa fund route (per manager statements). However, Golden Visa eligibility must be confirmed with Portuguese legal counsel for any specific fund. The fund route commonly requires €500,000+ invested into qualifying funds.
Compare on: (1) fees and total cost structure, (2) lock-up terms and liquidity, (3) manager track record, (4) underlying strategy and diversification, (5) verification status and data transparency, and (6) Golden Visa documentation quality. Use the comparison table above to evaluate key metrics side-by-side, and request introductions to fund managers for detailed due diligence.
No. Movingto Funds provides information and introductions for Golden Visa funds and Portugal Golden Visa investment funds. We do not provide investment advice or recommend any specific fund. Always obtain independent financial advice and Portuguese legal advice before investing.
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