Optimize Portugal Golden Opportunities Fund is a CMVM-regulated investment fund managed by Optimize Investment Partners, investing primarily in other with daily liquidity for investors.
The Optimize Portugal Golden Opportunities Fund is an open-ended UCITS investment fund designed to meet Portugal requirements through regulated capital markets exposure. Managed by Optimize Investment Partners SGOIC, it focuses primarily on Portuguese listed equities and debt securities, with no direct or indirect real estate exposure. The fund offers daily liquidity, transparent NAV pricing, and CMVM supervision, positioning it as a liquid alternative to traditional closed-ended funds.
Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.
Cumulative returns compounded from monthly data
Disclaimer: Historical performance is not indicative of future results. Past performance does not guarantee future returns. All investments carry risk of loss.
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, mark-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.
For broader context, see our full guide to Portugal Golden Visa investment funds.
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.
The fund operates as an open-ended UCITS vehicle with daily liquidity and no contractual lock-up or exit penalties. While redemptions are available at fund level, Golden Visa applicants must maintain the qualifying investment to preserve residency status.
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.
6 team members
Team members are employed by the fund manager, not Movingto. Profiles listed for directory comparison.
Carlos Pinto is Senior Investment Manager at Optimize Investment Partners and part of the core team managing the Optimize Golden Opportunities fund....
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...
Nuno Santos is Executive Director and Commercial Director at Optimize Investment Partners. He started his career in 1992 in insurance consulting,...
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...
Pedro Oliveira is a Board Member at Optimize Investment Partners, bringing almost a decade of leadership across compliance, governance, and...
Ruben Sequeira is a Board Advisor at Optimize Investment Partners, bringing more than eight years of experience across performance analysis, risk...
Enquire about Optimize Portugal Golden Opportunities Fund. The fund manager will respond within 24-48 hours.
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.
Using Industry Assumptions
This fund hasn't specified target returns. You can adjust the assumptions below to project potential outcomes.Contact the fund for precise targets.
Project potential returns based on your investment parameters
Display returns after management and performance fees
Fund minimum: €500,000
Typical holding period
Industry average assumption
Using Industry Assumptions: This projection uses market averages as the fund hasn't specified target returns. Actual performance may differ significantly. Contact the fund manager for fund-specific projections.
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.
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.
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.
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.
Pela Terra II: Regenerate is a Portugal-based, CMVM-regulated closed-end venture capital fund focused on regenerative agriculture and farmland private equity. Structured to meet Portugal Golden Visa requirements without direct real estate exposure, the fund invests in agricultural operating companies that acquire, regenerate, and operate farmland in Portugal’s interior regions.
Portugal Investment 1, a closed-end private equity fund structured as a Fundo de Capital de Risco (FCR). The fund mainly puts money into Portuguese companies, especially in hospitality, tourism, and industry, aiming for long-term growth while following the new rules for Portugal's Golden Visa funds after 2023.
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.
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.
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.
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.
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 5 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.
Yes, it is registered under CMVM ID 1093. The custodian is Banco de Investimento Global, S.A..