Optimize Portugal Golden Opportunities Fund
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Minimum Investment
€500,000
Target Return
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
Fund Size
N/A
Term
Perpetual (open-ended)
Established
2008
Regulated By
CMVM (Portuguese Securities Supervisor); SEC; FINRA
Location
Portugal
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Proprietary Risk Assessment
Our comprehensive risk scoring methodology evaluates funds across multiple dimensions
Overall Risk Score
Low Risk
Key Assumptions & Mappings
Disclaimer: This proprietary risk assessment is for informational purposes only and should not be considered as investment guidance. Risk scores are based on our internal methodology and may not reflect all relevant factors. Past performance does not guarantee future results. Please consult with a qualified financial guidance professional before making investment decisions.
Investment Processing Timeline
Expected processing time: 12-19 days
Initial Review
1-2 daysDocument verification and preliminary assessment
Due Diligence
3-5 daysBackground checks and compliance verification
Golden Visa Review
5-7 daysImmigration compliance and eligibility verification
UCITS Regulatory Approval
2-3 daysUCITS compliance and regulatory clearance
Final Approval
1-2 daysInvestment committee review and final approval
Important Notes
- • Processing times are estimates and may vary based on application complexity
- • Additional documentation requests may extend processing time
- • Peak periods may result in longer processing times
- • We'll keep you updated at each stage of the process
Data Freshness
Portugal Golden Visa Qualified Fund
This fund meets the requirements for Portugal Golden Visa investment with a minimum investment of €280,000
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Important Notice for Investors
Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.
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ROI Calculator for Optimize Portugal Golden Opportunities Fund
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