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Horizon 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 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:

Low teens per year (gross)

Term:

0 years

Category:

Mixed

Manager:

Oxy Capital – SGOIC, S.A.

IMGA Ações Portugal Fund

Open

An open-end equity fund focused exclusively on equities listed on Euronext Lisbon and other regulated Portuguese markets, seeking to outperform the PSI-20 index.

Minimum Investment:

€500,000

Return Target:

Outperform PSI-20 index through active management

Term:

0 years

Category:

Mixed

Manager:

IM Gestão de Ativos (IMGA)

Heed Top Investment Fund

Open

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

Return Target:

5% annually

Term:

99 years

Category:

Balanced

Manager:

Heed Capital SGOIC, S.A.

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:

10% p.a. expected ROI

Term:

0 years

Category:

Multi-Asset

Manager:

3 Comma Capital SCR, S.A.

Lince Yield Fund, FCR

Open

Open-ended FCR vehicle targeting profitable Portuguese SMEs via senior secured and mezzanine debt, plus hybrid instruments, to deliver stable 5 % p.a. dividends and structured for Portuguese Golden Visa eligibility (minimum €100 000)

Minimum Investment:

€100,000

Return Target:

5% p.a. stable dividends

Term:

6 years

Category:

Private Debt & Hybrid Instruments

Manager:

Lince Capital, SCR, S.A.

Ventures.eu Fund I

Open

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.

Minimum Investment:

€100,000

Return Target:

Double-digit net IRRs

Term:

8 years

Category:

Private Equity & Venture Capital

Manager:

Heed Capital SGOIC, S.A.

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