Other Golden Visa Investment Funds
Compare 6 Other investment funds for Golden Visa applications.
1.2% – 2.2%
per annum
€500 – €500K
range across funds
11.4%
target return p.a.
5 months
fund term range
About Other Funds
This category includes specialized investment strategies that don't fit standard classifications, such as mixed-asset funds, niche sector investments, and hybrid instruments combining multiple asset classes.
6 funds in Other category
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.
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.
Portugal Liquid Opportunities, FCR
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.
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.
IMGA GV Portuguese Equities
The IMGA GV Portuguese Equities is an open-ended securities investment fund designed to provide investors with exposure to the Portuguese stock market. The fund’s primary goal is to achieve long-term capital appreciation by investing predominantly in companies listed on the Euronext Lisbon exchange.
IMGA Ações Portugal Fund
IMGA Ações Portugal is a long-established equity fund focused exclusively on companies listed on the Portuguese stock market. Active since 1995 and managed by IM Gestão de Ativos, the fund seeks to grow your investment over time by holding a variety of Portuguese stocks, with daily updates on value, no fees for joining or leaving, and a strong history of performance over many years.
Frequently Asked Questions about Other Portugal Golden Visa Investment Funds
Portugal Golden Visa investment funds in the "Other" category are funds that don't fit neatly into a single asset class like Private Equity, Debt, or Venture Capital. These may include multi-strategy funds, fund-of-funds, thematic strategies, mixed-asset mandates, or funds with unique investment approaches. Investors subscribe to fund units (typically for the Portugal Golden Visa fund route) and use the investment evidence for their Golden Visa application, subject to legal confirmation of eligibility.
Some funds in this category qualify as Portugal Golden Visa investment funds, but eligibility depends on the fund's structure and documentation—not the category label. Always confirm that a specific fund qualifies as a Portugal Golden Visa investment fund with Portuguese legal counsel before investing.
Funds fall into the "Other" category when their strategy spans multiple asset classes or doesn't align with standard categories. This can include hybrid strategies (combining equity and credit), fund-of-funds structures, impact-themed strategies, or funds with specialized mandates. The "Other" label simply reflects classification—it doesn't imply anything about fund quality, performance, or Golden Visa eligibility.
Risk profiles vary significantly across "Other" category Golden Visa funds because they can range from conservative multi-asset approaches to higher-risk thematic strategies. The risk of each Portugal Golden Visa investment fund depends on its actual underlying investments, leverage, diversification, and liquidity terms. Review each fund's specific strategy, risk disclosures, and track record rather than relying on category labels.
There is no meaningful "average return" for this category because the strategies vary so widely. Some funds target steady income, others target capital growth, and some combine both. Review each fund's documents for net-of-fees targets, how distributions work, and the investment time horizon.
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. Individual fund minimum subscriptions may vary.
Because strategies vary widely in this category, focus on: underlying strategy and asset types; fee structure (management fee, performance fee, all-in costs); lock-up terms and redemption mechanics; manager track record and team experience; diversification approach; reporting and valuation methodology; clarity of Golden Visa documentation. Use our comparison tool to evaluate funds side by side.
Click Request introduction on any fund page or use the category page CTA. Share your timeline, citizenship, and preferences (risk tolerance, liquidity needs, strategy). We'll connect you with the fund manager and—if you want—our Portugal Golden Visa legal team to confirm eligibility and next steps.
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.