Balanced Golden Visa Investment Funds
Compare 7 Balanced investment funds for Golden Visa applications.
PEEIF III - Portuguese Energy Efficiency Investment Fund III
The Portuguese Energy Efficiency Investment Fund III focuses on the renewable energy sector, supporting projects aligned with Portugal’s strong position in EU renewable production and broader ecological goals, with additional backing from EU and state support. As the third fund in this sector, it targets high-growth and strategic areas such as electric mobility, the carbon market, maritime economy, solar, wind, and hydroelectric energy. The fund invests exclusively in stable, proven companies with solid performance, benefiting from significant public support, including up to 40% state co-investment, to foster sustainable growth and long-term value.
QUADRANTIS PRIVATE EQUITY II
The fund adopts a diversified and risk-focused strategy based on two core pillars: secured credit and investment-grade bonds. It finances contracts between established entities with strong guarantees and protective mechanisms, enhancing security for investors. In parallel, the fund invests in BBB to AAA-rated government and corporate bonds from Portugal and international markets, aiming to deliver stable and consistent returns while preserving capital.
INZ Fund
INZ is a closed-ended Private Equity fund focused on renewable energy and energy-efficiency assets across Iberia, fully engineered for Golden Visa eligibility. Managed by STAG Fund Management and in line with UN Sustainable Development Goals, the fund aims to create steady, long-term value by investing in distributed solar, clean transportation, and low-carbon infrastructure using a careful, impact-focused approach.
3CC Atlantic Bond Fund
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).
Steady Growth Investment Fund
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.
Heed Top Investment Fund
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
3CC Portugal Golden Income 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.
Frequently Asked Questions about Balanced Portugal Golden Visa Investment Funds
Balanced Golden Visa investment funds are specialized investment vehicles that focus on balanced sectors and are marketed for Portugal's Golden Visa program (per manager statements). These funds allow non-EU investors to potentially obtain Portuguese residency by investing €500,000 or more in balanced investment opportunities—subject to verification by Portuguese legal counsel.
Currently, there are 7 balanced funds available in our directory that are marketed for the Portugal Golden Visa route (per manager statements). Each fund should be verified with Portuguese legal counsel to confirm eligibility.
Portugal Golden Visa fund route requires €500,000 total investment (post-October 2023 regulatory changes), with no real estate exposure permitted. Individual balanced fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Eligibility must be confirmed with Portuguese legal counsel.
Balanced funds marketed for the Golden Visa are regulated investment vehicles subject to oversight. While all investments carry risk, these funds must demonstrate their ability to support Portugal's economic development goals in the balanced sector. Consult with legal and financial advisors before investing.
For Golden Visa purposes, you must maintain your investment in Balanced funds for a minimum of 5 years. After this period, you may be eligible for permanent residency or citizenship, depending on other requirements such as language proficiency and time spent in Portugal. Confirm all requirements with Portuguese legal counsel.
Yes, when investing in Balanced Golden Visa funds, you can include your spouse, dependent children under 26, and dependent parents over 65 in your application. This makes the investment particularly attractive for families seeking EU residency.