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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.

Portugal Prime Fund

Open

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.

Minimum Investment:

€100,000

Return Target:

5% capped (Capital Preservation) or 10% target (Upside Participation)

Term:

8 years

Category:

Private Equity

Manager:

BiG Capital SGOIC

Portugal Prime, FCR

Open

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).

Minimum Investment:

€100,000

Return Target:

2% p.a. fixed (Capital Preservation) or ~10% target IRR (Upside)

Term:

8 years

Category:

Private Equity

Manager:

Biz Capital SGOIC

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.

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