Heed Top Investment Fund Alternatives | Portugal Golden Visa Investment Funds
These are similar Golden Visa eligible funds with comparable investment strategies and requirements. Review each option to find the best match for your investment goals.
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
€500,000
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
0 years
Balanced
Optimize Investment Partners
A CMVM-regulated, closed-ended private equity and venture capital fund investing in high-growth technology-driven companies, with a focus on scalability, innovation, and strong exit potential.
€100,000
Double-digit net IRRs
8 years
Private Equity & Venture Capital
Heed Capital SGOIC, S.A.
Open Ended Fund investing 65% in Portuguese Fixed Income and 35% in Digital Assets with access to Golden Visa in Portugal
€100,000
15-20% projected IRR
6 years
Mixed
Octanova SCR, S.A.
A closed-end private equity fund regulated by CMVM, investing in Portugal's thriving hospitality sector. Designed to comply fully with the Portugal Golden Visa requirements.
€100,000
5% capped (Capital Preservation) or 10% target (Upside Participation)
8 years
Private Equity
BiG Capital SGOIC
Closed-end CMVM-regulated private equity fund investing in hospitality operators (non-real-estate) across Portugal's tourism sector; offers two tracks — 2% p.a. fixed (Capital Preservation, exit at citizenship) or ~10% target IRR (Upside, exit at maturity); Golden Visa eligible (minimum €100,000).
€100,000
2% p.a. fixed (Capital Preservation) or ~10% target IRR (Upside)
8 years
Private Equity
Biz Capital SGOIC
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.
€100,000
Low teens per year (gross)
0 years
Mixed
Oxy Capital – SGOIC, S.A.
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