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Other Golden Visa Investment Funds

Compare 4 Other investment funds for Golden Visa applications.

Mgmt Fee

1.5% – 2.2%

per annum

Min. Investment

€500 – €500K

range across funds

Target Return

Varies

see each fund's target

Term

Not disclosed

fund term range

3 of 4 funds independently verified

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.

4 funds in Other category

Sorted by relevance
3C

3CC Portugal Golden Income Fund

GV-intended (manager-stated)
Open
Data reviewed Nov 30, 2025
PFIC: QEF available
Other

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.

ISIN: PT3CMEHM0002CMVM: 2108Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return7–10% p.a.Manager-stated, not guaranteed
RedemptionDaily
Fees:1.5%Mgmt·20%Perf
IG

IMGA Ações Portugal Fund

GV-intended (manager-stated)
Open
Data reviewed Dec 7, 2025
Other

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.

ISIN: A: PTAFIALM0006; R: PTIG1DHM0003; P: PTIG2OHM0009; I: PTAFIJHM0003CMVM: 184Min: €500Mgmt: 2.175%
Min. Investment€500
Target Return20% p.a.Manager-stated, not guaranteed
RedemptionDaily
Fees:2.175%Mgmt·NonePerf
IG

IMGA GV Portuguese Equities

GV-intended (manager-stated)
Open
Data reviewed May 11, 2026
Other

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.

ISIN: PTIGGHHM0008CMVM: 2345Min: €100,000Mgmt: 1.95%
Min. Investment€100,000
Target Return8% p.a.Manager-stated, not guaranteed
RedemptionEnd of Term
Fees:1.95%Mgmt·NonePerf
OI

Optimize Portugal Golden Opportunities Fund

Open
Data reviewed Dec 12, 2025
PFIC: QEF available
Other

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

ISIN: PTOPZWHM0007CMVM: 1093Min: €500,000Mgmt: 1.8%
Min. Investment€500,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionQuarterly
Fees:1.8%Mgmt·NonePerf

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 income, others target capital growth, and some combine both. Targets are objectives, not guarantees, and capital is at risk. 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.

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