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IMGA Ações Portugal 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:

8-10% p.a.

Term:

0 years

Category:

Other

Manager:

Oxy Capital

3CC Portugal Golden Income Fund

Open

The 3CC Portugal Golden Income Fund is an open-ended, CMVM-regulated alternative investment fund managed by 3 Comma Capital. It blends stable income from Portuguese corporate bonds with growth exposure to U.S. and global equities, digital assets and gold, while meeting all eligibility requirements for the Portuguese Golden Visa.

Minimum Investment:

€100,000

Return Target:

7-10% p.a.

Term:

6 years

Category:

Other

Manager:

3 Comma Capital

Optimize Portugal Golden Opportunities Fund

Open

The Optimize Portugal Golden Opportunities Fund is an open-ended UCITS investment fund designed to meet Portugal Golden Visa requirements through regulated capital markets exposure. Managed by Optimize Investment Partners SGOIC, it focuses primarily on Portuguese listed equities and debt securities, with no direct or indirect real estate exposure. The fund offers daily liquidity, transparent NAV pricing, and CMVM supervision, positioning it as a liquid alternative to traditional closed-ended Golden Visa funds.

Minimum Investment:

€500,000

Return Target:

0-0% p.a.

Term:

0 years

Category:

Other

Manager:

Optimize Investment Partners

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:

Other

Manager:

Celtis Venture Partners

IMGA Silver Domus Fund

Open

The IMGA Silver Domus Fund is a closed-end venture capital vehicle focused on Portugal’s fast-growing Senior Living sector. It invests in assisted living, continuing care, home-care operators, and specialised senior facilities, targeting value-add opportunities supported by long-term demographic demand. The fund aims for stable, inflation-linked returns through a mix of operating partnerships and strategic expansion across Portugal.

Minimum Investment:

€50,000

Return Target:

0-0% p.a.

Term:

0 years

Category:

Venture Capital

Manager:

IM Gestão de Ativos (IMGA)

IMGA Portuguese Corporate Debt Fund

Open

The IMGA Portuguese Corporate Debt Fund offers conservative exposure to corporate bonds and commercial paper issued mainly by Portuguese companies. It’s designed for investors seeking steady, lower-volatility returns, daily liquidity, and a strategy built around high-quality issuers with a strong foothold in Portugal’s real economy.

Minimum Investment:

€500,000

Return Target:

0-0% p.a.

Term:

0 years

Category:

Debt

Manager:

IM Gestão de Ativos (IMGA)

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