Portugal Golden VisaFund Index
Data-driven rankings of Golden Visa-eligible investment funds in Portugal
Complete Fund Index
| Manager | Status | ||||||
|---|---|---|---|---|---|---|---|
1 | Optimize Portugal Golden Opportunities Fund Balanced | Optimize Investment Partners | €500k | Open | |||
2 | Portugal Liquid Opportunities, FCR Mixed | Oxy Capital – SGOIC, S.A. | €100k | Open | |||
3 | IMGA Portuguese Corporate Debt Fund Fixed Income & Digital Assets | IM Gestão de Ativos (IMGA) | €100k | Open | |||
4 | 3CC Portugal Golden Income Fund Multi-Asset | 3 Comma Capital SCR, S.A. | €100k | Open | |||
5 | Solar Future Fund Clean Energy (Solar & Battery Storage) | Tejo Ventures & Green One Capital | €250k | Open | |||
6 | Steady Growth Investment Fund Multi-Asset | Celtis Venture Partners | €0k | Open | |||
7 | Portugal Prime Fund Private Equity | BiG Capital SGOIC | €100k | Open | |||
8 | Pela Terra II Regenerate Fund Private Equity | Pela Terra Capital SGOIC, S.A. | €100k | Open | |||
9 | Lakeview Fund Real Estate | Visadoro | €650k | Open | |||
10 | Global European Cinema Fund (GECF) Private Equity | Quadrantis Capital | €200k | Open |
Our Ranking Methodology
Our comprehensive methodology for evaluating and ranking Golden Visa investment funds
Performance (40%)
Highest WeightEvaluates fund performance metrics including returns, volatility, and consistency over time. We analyze historical performance, risk-adjusted returns, and benchmark comparisons.
Regulatory Quality (25%)
Second PriorityReviews regulatory compliance, licensing, and oversight by Portuguese authorities. Includes assessment of fund registration, compliance history, and regulatory standing.
Fee Structure (20%)
Cost EfficiencyAnalyzes management fees, performance fees, and other costs to determine value for investors. Compares fee structures across similar funds and assesses cost-effectiveness.
Investor Protection (15%)
Safety FocusEvaluates investor protection measures, transparency, and fund governance structures. Reviews reporting standards, investor communication, and conflict of interest policies.
Scoring System
Methodology updated regularly to reflect market changes and regulatory updates. Scores are based on publicly available information and professional analysis.
Index Created By
Dean Fankhauser
CEO of Movingto
Created and designed this comprehensive fund index to help investors make informed decisions about Golden Visa investment opportunities.
Anna Luisa Lacerda
Licensed Portuguese Lawyer
Conducted comprehensive due diligence on all funds included in this index, ensuring regulatory compliance and accuracy of information.