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Other Portugal Golden Visa Investment Funds

Explore Other investment funds for Golden Visa applications and compare available options.

5 funds in Other category

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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.

Minimum Investment

500,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

End of Term
Closed

30 days notice required

Management:None
Performance:None

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:None

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%

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

Minimum Investment

100,000

Target Return

5% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.5%
Performance:20%

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%

Frequently Asked Questions about Other Portugal Golden Visa Investment Funds

What are Other Golden Visa investment funds?

Other Golden Visa investment funds are specialized investment vehicles that focus on other 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 other investment opportunities.

How many Other Golden Visa funds are available?

Currently, there are 5 other 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 Other Golden Visa funds?

The minimum investment for Golden Visa fund route is €500,000 total (post-October 2023 regulatory changes), regardless of category. Individual other fund subscription minimums may vary, but total qualifying investment across one or more funds must reach €500,000. No real estate exposure permitted. Source: IMI Daily regulatory documentation.