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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.

Portugal Investment 1✓ VERIFIED

Open

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.

Minimum Investment:

€150,000

Return Target:

8-11% p.a.

Term:

0 years

Category:

Private Equity & Venture Capital

Manager:

Saratoga Capital

Portugal Liquid Opportunities, FCR

Open

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.

Minimum Investment:

€100,000

Return Target:

8-10% p.a.

Term:

0 years

Category:

Mixed

Manager:

Oxy Capital

Mercúrio Fund II, FCR

Open

Closed-ended private equity and debt vehicle targeting mature Portuguese companies through special-situations equity and debt instruments, structured to satisfy Portuguese Golden Visa requirements.

Minimum Investment:

€100,000

Return Target:

0-0% p.a.

Term:

8 years

Category:

Private Equity & Debt

Manager:

Oxy Capital

IMGA Portuguese Corporate Debt Fund

Open

An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.

Minimum Investment:

€100,000

Return Target:

0-0% p.a.

Term:

0 years

Category:

Fixed Income & Digital Assets

Manager:

IM Gestão de Ativos (IMGA)

3CC Portugal Golden Income Fund

Open

Open-ended Alternative Investment Fund focused on capital preservation with 70% exposure to Portuguese corporate bonds and 30% to global equities & digital assets, offering daily liquidity and eligibility for the Portuguese Golden Visa.

Minimum Investment:

€100,000

Return Target:

7-10% p.a.

Term:

6 years

Category:

Multi-Asset

Manager:

3 Comma Capital

Steady Growth Investment Fund

Open

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.

Minimum Investment:

€500,000

Return Target:

0-0% p.a.

Term:

0 years

Category:

Multi-Asset

Manager:

Celtis Venture Partners

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