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IMGA Portuguese Corporate Debt 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.

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.

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 Silver Domus Fund

Open

An open-end real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.

Minimum Investment:

€500,000

Return Target:

Stable rental yields with capital appreciation from demographic tailwinds

Term:

0 years

Category:

Real Estate

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.

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)

Horizon Fund

Open

Open Ended Fund investing 65% in Portuguese Fixed Income and 35% in Digital Assets with access to Golden Visa in Portugal

Minimum Investment:

€100,000

Return Target:

15-20% projected IRR

Term:

6 years

Category:

Mixed

Manager:

Octanova SCR, S.A.

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