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Mixed Portugal Investment Funds

Explore Mixed investment funds for Golden Visa applications and compare available options. Browse our complete fund database or explore other investment categories to find the perfect fund for your Golden Visa application.

3 funds in Mixed category

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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

Target Return

8-10% p.a.

Fund Structure

Open-ended

Redemption Terms

Weekly
Management:1.2%
Performance:20%

An open-end equity fund focused exclusively on equities listed on Euronext Lisbon and other regulated Portuguese markets, seeking to outperform the PSI-20 index.

Minimum Investment

500,000

Target Return

0-20% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
Management:1.5%
Performance:15%

Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa .

Minimum Investment

1,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.8%
Performance:0%

Frequently Asked Questions about Mixed Portugal Golden Visa Investment Funds