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.
Minimum Investment
€100,000
Target Return
5% annually
Fund Size
90 Million EUR
Term
99 years
Established
2004
Regulated By
CMVM
Location
Portugal
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Proprietary Risk Assessment
Our comprehensive risk scoring methodology evaluates funds across multiple dimensions
Overall Risk Score
Low Risk
Key Assumptions & Mappings
Disclaimer: This proprietary risk assessment is for informational purposes only and should not be considered as investment guidance. Risk scores are based on our internal methodology and may not reflect all relevant factors. Past performance does not guarantee future results. Please consult with a qualified financial guidance professional before making investment decisions.
Investment Processing Timeline
Expected processing time: 13-21 days
Initial Review
1-2 daysDocument verification and preliminary assessment
Due Diligence
3-5 daysBackground checks and compliance verification
Golden Visa Review
5-7 daysImmigration compliance and eligibility verification
Regulatory Approval
3-5 daysFund-specific regulatory compliance review
Final Approval
1-2 daysInvestment committee review and final approval
Important Notes
- • Processing times are estimates and may vary based on application complexity
- • Additional documentation requests may extend processing time
- • Peak periods may result in longer processing times
- • We'll keep you updated at each stage of the process
Data Freshness
Portugal Golden Visa Qualified Fund
This fund meets the requirements for Portugal Golden Visa investment with a minimum investment of €280,000
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About the Fund
Heed Top is a CMVM-regulated, open-ended alternative investment fund designed to deliver consistent, moderate returns through a diversified investment approach. The fund invests at least 60% in bonds and equities of Portuguese commercial companies, with the remainder allocated to corporate and subordinated bonds, ETFs, equities, and other investment funds for enhanced diversification. The fund follows a prudent investment strategy with strict risk limits, including maximum 65% exposure to equity-related instruments and maximum 15% exposure per issuer (35% for sovereign OECD/EU securities). With daily liquidity and redemption proceeds paid within 4-5 business days, the fund offers flexibility while targeting 5% annual returns net of fees. Managed by Heed Capital SGOIC, S.A., an independent asset manager with over €350M under management and a 20+ year track record, the fund is fully compliant for Golden Visa investments and registered with both CMVM and the US SEC for accredited investors.
Important Notice for Investors
Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.
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