Fixed Income Golden Visa Investment Funds
Compare 8 Fixed Income investment funds for Golden Visa applications.
Horizon Fund
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.
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.
Quadrantis Private Equity Credits & Bonds Fund – Subfund B
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.
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).
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
Optimize Portugal Golden Opportunities Fund
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.
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.
IMGA Portuguese Corporate Debt Fund
The IMGA Portuguese Corporate Debt Fund offers conservative exposure to corporate bonds and commercial paper issued mainly by Portuguese companies. It’s designed for investors seeking steady, lower-volatility returns, daily liquidity, and a strategy built around high-quality issuers with a strong foothold in Portugal’s real economy.
Frequently Asked Questions about Fixed Income Portugal Golden Visa Investment Funds
Fixed Income Golden Visa funds are Portugal Golden Visa investment funds (often called Golden Visa funds) that primarily invest in bonds, credit instruments, or lending strategies designed to generate regular income. These can include government and corporate bonds, private credit, structured lending, or other debt-like instruments. If the fund qualifies for the Portugal Golden Visa fund route, investors subscribe to fund units and use the investment evidence for their Golden Visa application, subject to legal confirmation of eligibility.
The number changes as funds are added, updated, or reclassified. This tag page lists the funds currently tagged Fixed Income and presented as Portugal Golden Visa investment funds based on manager disclosures and available documentation. Golden Visa eligibility must still be confirmed by Portuguese legal counsel before investing in any specific fund.
For the Portugal Golden Visa fund route, the commonly referenced minimum is €500,000 invested into qualifying Portugal Golden Visa investment funds (Golden Visa funds), subject to current rules and legal interpretation. Some fixed income funds may set higher minimum subscription amounts depending on the strategy and share class.
Fixed income strategies are often perceived as lower volatility than equity-focused funds, but they are not risk-free. Key risks include interest rate risk (bond prices fall when rates rise), credit and default risk (borrowers may fail to repay), duration risk (longer-dated instruments are more sensitive to rate changes), inflation erosion (real returns may be negative if yields trail inflation), and liquidity risk. The "safety" of a fixed income Portugal Golden Visa investment fund depends on credit quality, diversification, duration management, and fees—not the "fixed income" label alone.
There are two separate timelines: Golden Visa rules require you to generally maintain the qualifying investment throughout the required residence period until you can exit under the program rules. Fund terms for fixed income Portugal Golden Visa investment funds may include lock-ups, limited redemption windows, or controlled exit mechanisms depending on the underlying credit instruments. Always check the fund's lock-up, redemption frequency, and notice periods—and confirm holding requirements with Portuguese legal counsel.
In many cases, yes—Portugal Golden Visa applications often allow family members to be included, but eligibility depends on relationship and dependency rules and can change over time. This is a legal question: confirm who you can include and what documents you'll need with Portuguese legal counsel as part of your Golden Visa process.
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.