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
Sign in to view complete fee structure and additional details
Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.
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 regulated by CMVM.
Information as reported by fund manager. Terms may vary by investor class.
Redemption terms may vary by investor class. Verify details with the fund manager.
Always confirm regulatory details with the fund manager and legal counsel before investing.
Enquire about Heed Top Investment Fund. The fund manager will respond within 24-48 hours.
Get expert legal support for your Golden Visa application
✨ Our experts help you navigate the Golden Visa process and secure approval efficiently
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.
A closed-end venture capital fund focusing on digital economy and technology-driven businesses with high scalability potential, particularly in Portugal.
A closed-end venture capital fund focused on prime asset-backed opportunities in Portugal's real economy, including real estate development, tourism infrastructure, and renewable energy.
A closed-end venture capital fund focusing on marine economy and waterfront-related assets with strong sustainable growth prospects, particularly in Portugal's coastal regions.
If this fund is full or doesn't meet your requirements, here are similar options with comparable risk profiles and investment strategies.
Open-ended private equity & venture capital fund focused on value creation in unlisted Portuguese SMEs and mid-caps via special-situations investments, structured to satisfy Portuguese Golden Visa requirements.
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.
An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.
Compare Heed Top Investment Fund with similar investment funds to analyze performance, fees, and investment requirements.
Project potential returns based on your investment parameters
Display returns after management and performance fees
Fund minimum: €100,000
Typical holding period
Fund target: 5-0% p.a.
Investment Risk Disclosure: These projections are for illustrative purposes only and do not guarantee future performance. Past performance is not indicative of future results. All investments carry risk, including potential loss of principal. Consult with a qualified financial advisor before making investment decisions.
Everything you need to know about investing in Heed Top Investment Fund
€100,000 per investor. For Golden Visa applicants, the minimum investment is €500,000 in eligible funds.
The fund targets 5% per annum net of fees, with an accumulation policy (no income distributions).
The fund offers daily subscriptions and redemptions, with redemption proceeds paid within 4-5 business days.
Non-residents are exempt from Portuguese tax on income and capital gains. Portuguese residents are taxed at 28% on both.
Yes, the fund is fully compliant for the €500,000 Golden Visa investment route.
At least 60% in bonds and equities of Portuguese commercial companies, with the remainder in corporate bonds, ETFs, and other diversified instruments.
Yes