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.
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.
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.
€500,000
Outperform PSI-20 index through active management
0 years
Mixed
IM Gestão de Ativos (IMGA)
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.
€100,000
5% annually
99 years
Balanced
Heed Capital SGOIC, S.A.
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.
€100,000
10% p.a. expected ROI
0 years
Multi-Asset
3 Comma Capital SCR, S.A.
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)
€100,000
5% p.a. stable dividends
6 years
Private Debt & Hybrid Instruments
Lince Capital, SCR, S.A.
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.
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