Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa .
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Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.
Monthly returns and fund metrics over time
Disclaimer: Historical performance is not indicative of future results. Past performance does not guarantee future returns. All investments carry risk of loss.
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Optimize Portugal Golden Opportunities Fund is a UCITS-compliant, open-ended vehicle designed for Golden Visa investors, blending a 75% allocation to Portuguese listed equities with 25% in bonds to achieve lower volatility and attractive long-term capital appreciation. The fund provides daily NAV and processing of subscriptions/redemptions within five business days, with no lock-up period or redemption fees. Investors benefit from PFIC compliance and the ability for U.S. persons to elect QEF treatment. The minimum investment of €500,000 (€505,255 including taxes and commissions) must be maintained for five years to satisfy Golden Visa requirements. Past performance (net of fees) includes +4.2% in 2022, +17.3% in 2023, +6.3% in 2024, and +8.4% year-to-date through April 30, 2026.
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.
Always confirm regulatory details with the fund manager and legal counsel before investing.
1 team member
UCITS-compliant pro, 21y+ experience. Ex-DIF Broker Chair, now Chairman @ Optimize & President @ Optimize SICAV. Econ degree (Nova).
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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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Fund minimum: €1,000
Typical holding period
Fund target: 0-0% p.a.
Investment Risk Disclosure: These projections are for illustrative purposes only and do not guarantee future performance. Past performance is not indicative of future results. All investments carry risk, including potential loss of principal. Consult with a qualified financial advisor before making investment decisions.
Everything you need to know about investing in Optimize Portugal Golden Opportunities Fund
Yes, fully UCITS compliant with daily liquidity.
75% Portuguese equities, 25% bonds for balanced growth.