Portugal Balanced Investment Funds
Browse 4 funds specializing in Balanced eligible for the Golden Visa.
Avg. Target Yield
7.2% p.a.
Avg. Lock-up Period
Varies
GV Eligible
4 of 4
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.
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.
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.
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
Frequently Asked Questions about Balanced Portugal Golden Visa Investment Funds
What are Balanced Golden Visa investment funds?
Balanced Golden Visa investment funds are specialized investment vehicles that focus on balanced sectors and are eligible for Portugal's Golden Visa program. These funds allow non-EU investors to obtain Portuguese residency by investing €500,000 or more in qualified balanced investment opportunities.
How many Balanced Golden Visa funds are available?
Currently, there are 4 balanced funds available in our directory that are eligible for the Portugal Golden Visa program. Each fund has been verified to meet the program's requirements and investment criteria.
What is the minimum investment for Balanced Golden Visa funds?
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. Source: IMI Daily regulatory updates.
Are Balanced Golden Visa funds safe investments?
Balanced Golden Visa funds are regulated investment vehicles that must meet strict criteria set by Portuguese authorities. While all investments carry risk, these funds are subject to regulatory oversight and must demonstrate their ability to support Portugal's economic development goals in the balanced sector.
How long do I need to hold my investment in Balanced Golden Visa funds?
For Golden Visa eligibility, 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.
Can I include family members in my Balanced Golden Visa application?
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.