Optimize Investment Partners
Optimize Portugal Golden Opportunities Fund is an open-ended alternative investment fund regulated by CMVM License Nº 327 (ID: 1093) and managed by Optimize Investment Partners, investing in other with a minimum commitment of €500,000 with no lock-up period.
Based on monthly performance history through 2026-01.
Capital at risk. Past performance isn't indicative of future returns. Figures are shown in euro (EUR); fees reduce returns, and for investors funding from another currency amounts may rise or fall with exchange rates. This is not investment advice.
Investor decision panel
Golden Visa note: The manager states this fund is intended for Golden Visa applicants, but this claim is not shown as independently verified here.
Cumulative returns compounded from monthly performance data.
Past performance does not predict future returns and is not a reliable indicator of future performance. Figures are sourced from the fund manager and shown in the fund's reporting currency; for investors in another currency, returns may be affected by exchange-rate movements.
Disclaimer: Past performance does not predict future returns and is not a reliable indicator of future results. All investments carry risk of loss; capital is at risk.
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa .
The Optimize Portugal Golden Opportunities Fund was created in response to the post-2023 evolution of Portugal’s Golden Visa framework, where direct real estate investments were removed and capital-market-based funds became the primary qualifying route. Structured as an open-ended UCITS securities fund, it operates under one of the most stringent regulatory regimes in the European Union, offering daily valuation, high transparency, and continuous oversight by the Portuguese Securities Market Commission (CMVM). Managed by Optimize Investment Partners SGOIC, S.A., an independent Lisbon-based asset manager, the fund follows an active “Portugal Value” strategy. Its mandate prioritises investment in Portuguese listed equities and debt instruments, targeting companies with solid fundamentals and long-term growth potential that trade at valuation discounts relative to broader European peers. The fund explicitly excludes direct and indirect real estate exposure, ensuring clear compliance with current Golden Visa eligibility rules. Unlike the closed-ended private equity structures commonly used for residency-by-investment, the Optimize fund provides daily subscription and redemption, market-to-market pricing via published Net Asset Value (NAV), and a transparent fee model with no performance fee. Assets are held by an independent custodian and audited by a recognised international audit firm, reinforcing operational and governance safeguards. With a portfolio heavily concentrated in Portugal and a long-term capital appreciation objective, the fund is positioned as a liquid, regulated, and compliance-focused solution for investors seeking Golden Visa eligibility through public markets rather than illiquid private vehicles.
We source from CMVM-regulated managers where applicable. Verify each fund's registration and GV suitability with counsel.
Information as reported by fund manager. Terms may vary by investor class.
Redemption terms may vary by investor class. Verify details with the fund manager.
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6 team members
Team members are employed by the fund manager, not Movingto. Profiles listed for directory comparison.
Pedro Lino is CEO and CIO of Optimize Investment Partners and Chairman of Optimize SICAV in Luxembourg. He has over 20 years’ experience in asset...
Nuno Santos is Executive Director and Commercial Director at Optimize Investment Partners. He started his career in 1992 in insurance consulting,...
Carlos Pinto is Senior Investment Manager at Optimize Investment Partners and part of the core team managing the Optimize Golden Opportunities fund....
Pedro Oliveira is a Board Member at Optimize Investment Partners, bringing almost a decade of leadership across compliance, governance, and...
José Santos Teixeira is the President of Optimize Investment Partners and one of the firm’s longest-serving leaders, with more than 17 years shaping...
Ruben Sequeira is a Board Advisor at Optimize Investment Partners, bringing more than eight years of experience across performance analysis, risk...
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You invest in units or shares of the fund, not directly in its underlying assets. Investment in funds involves risks, including the possible loss of principal. Where a fund is described as sustainable, ESG, or impact-oriented, those characteristics reflect the fund's own disclosures — check the fund's documents and any SFDR classification; a sustainability label does not by itself determine return or risk. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.
Managed by
Min Investment
€500,000
Fund-stated objective
Not disclosed
Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers.
No published fund-stated objective
This fund hasn't specified a fund-stated objective, so no return is assumed. Enter your own assumption below to model an outcome — any figure you enter is your own, not the fund's.Ask Movingto what disclosure is missing, then confirm any objective against current fund documents.
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Display returns after disclosed management and performance fees
Fund minimum: €500,000
Typical holding period
No published fund target — enter your own assumption
No published fund-stated objective: This fund hasn't specified a return objective, so no return is assumed. Any figure here is your own assumption, not the fund's or a Movingto projection. Actual performance may differ significantly, and capital is at risk. Confirm fund-specific information against current fund documents and qualified advisers.
Investment Risk Disclosure: The figures shown are an illustration, not a forecast. They are an estimate of future performance based on your own assumptions and on how this type of investment has behaved and/or on current market conditions, and are not an exact indicator — what you actually get will vary with market performance and how long you stay invested. This investment may result in a financial loss, as there is no capital guarantee. Past performance does not guarantee future results. Any future return is also subject to taxation, which depends on your personal situation and may change. Figures are shown in euro (EUR); if you fund from another currency, the amounts you pay and receive may rise or fall with exchange-rate movements. Confirm details against the fund's own documents and a qualified financial adviser before making any investment decision.
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.
3 Comma CapitalIMGA Ações Portugal is a long-established equity fund focused exclusively on companies listed on the Portuguese stock market. Active since 1995 and managed by IM Gestão de Ativos, the fund seeks to grow your investment over time by holding a variety of Portuguese stocks, with daily updates on value, no fees for joining or leaving, and a strong history of performance over many years.
IM Gestão de Ativos (IMGA)The IMGA GV Portuguese Equities is an open-ended securities investment fund designed to provide investors with exposure to the Portuguese stock market. The fund’s primary goal is to achieve long-term capital appreciation by investing predominantly in companies listed on the Euronext Lisbon exchange.
IM Gestão de Ativos (IMGA)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.
IM Gestão de Ativos (IMGA)A Golden Visa–eligible private equity fund targeting sustainable tourism and hospitality development in Portugal's Douro Valley, focusing on a 5-star luxury eco-resort.
STAG Fund ManagementThe IMGA Futurum Tech Fund is a specialised Venture Capital Fund (FCR) regulated by the CMVM and domiciled in Portugal. The fund targets high-growth technology companies in the "Atlantic Corridor" through a strategic partnership between IM Gestão de Ativos (IMGA), Portugal's largest independent asset manager, and Futurum Capital. It is marketed for the Golden Visa route via the Capital Transfer option, with eligibility subject to legal confirmation with zero real estate exposure, focusing on scalable startups bridging the Brazilian and Portuguese ecosystems.
IM Gestão de Ativos (IMGA)If this fund is full or doesn't meet your requirements, here are similar options with comparable risk profiles and investment strategies.
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.
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.
IMGA Ações Portugal is a long-established equity fund focused exclusively on companies listed on the Portuguese stock market. Active since 1995 and managed by IM Gestão de Ativos, the fund seeks to grow your investment over time by holding a variety of Portuguese stocks, with daily updates on value, no fees for joining or leaving, and a strong history of performance over many years.
Compare Optimize Portugal Golden Opportunities Fund with similar investment funds to analyze performance, fees, and investment requirements.
Yes. The fund is structured as a UCITS vehicle, offering daily liquidity, transparent pricing, and strict regulatory oversight under European investment fund rules.
Yes. The fund meets current Golden Visa requirements, including CMVM registration, qualifying Portuguese economic exposure, no real estate involvement, and a €500,000 qualifying subscription.
The standard minimum investment is €1,000. For Golden Visa applicants, the qualifying investment threshold is €500,000, excluding applicable subscription and banking fees.
The fund focuses on long-term capital appreciation by investing exclusively in listed Portuguese equities and bonds, maintaining broad diversification and avoiding private or illiquid assets.
No. The fund has zero direct or indirect exposure to real estate, ensuring full compliance with post-2023 Golden Visa regulations.
The fund offers daily liquidity with no contractual lock-up period. Redemptions are processed at NAV, typically settling within a few business days.
There is no minimum holding period at the fund level. However, Golden Visa applicants must maintain the qualifying investment for the duration required to preserve residency eligibility.
The fund charges a 1.8% annual management fee and a 1.0% subscription fee. There is no performance fee and no redemption or exit penalty.
The fund is classified with a risk level of 4 on a 1–7 scale, reflecting its equity-heavy exposure and focus on public markets rather than capital-preservation strategies.
The fund publishes a daily Net Asset Value (NAV), reflecting the real-time market value of its listed holdings.
The fund is managed by Optimize Investment Partners SGOIC, an independent Portuguese asset manager regulated by the CMVM.
All assets are held by an independent custodian bank, ensuring asset segregation and additional investor protection.
Yes. The fund is classified as a PFIC and provides QEF reporting support, making it accessible to U.S. taxpayers subject to PFIC rules, including certain retirement structures.
Unlike closed-ended private equity funds, this fund offers daily liquidity, transparent pricing, no long lock-ups, and exposure only to listed securities.
As with any market-based investment, performance can fluctuate. The fund does not guarantee returns, and investors remain exposed to market risk while benefiting from diversification and regulatory oversight.
The profile lists CMVM ID 1093. The listed custodian is Banco de Investimento Global, S.A.. Investors should verify current registry status and documents before subscribing.
The profile marks this fund as Golden Visa intended. Fund-route evidence must still be confirmed against current law, fund documents, and the applicant's own legal file.
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