Steady Growth Investment Fund
Minimum€500,000
Fund-stated objectiveSee prospectusNot a forecast or guarantee.
Lock-upNot disclosed
CategoryOther
Optimize Portugal Golden Opportunities Fund
Optimize Investment Partners
Optimize Portugal Golden Oppor...
Open for subscriptions
Unverified
Optimize Portugal Golden Opportunities Fund
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.
- Manager
- Optimize Investment Partners
- Regulator
- CMVM License Nº 327 (ID: 1093)
- ISIN
- PTOPZWHM0007
- Strategy
- Other
- Min. Investment
- €500,000
- Typical GV Ticket
- €1,000
- Fund Size
- €350Mas of Jan 2026
- Management Fee
- 1.8%
- Performance Fee
- None
- Lock-up
- No lock-up
- Redemptions
- Daily
- Custodian
- Banco de Investimento Global, S.A.
- Auditor
- Mazars & Associados – SROC, S.A.
- Status
- Open
- GV-intended
- Manager-stated GV intent
Sources vary by field; tap or focus the source icons for details.|Last updated: |Verify on CMVM registry
Fund Snapshot
YTD
—
12 Month
—
Available Period
0.0%
Based on monthly performance history through 2026-01.
Legacy data — source review pending.
Available period uses the latest continuous monthly run; earlier disconnected records are excluded.
Key Facts
| Min Investment | €500,000 |
|---|---|
| Redemptions | Daily |
| Open to US | Not confirmed |
| Lock-up | No lock-up |
| Fund Size (AUM) | €350Mas of Jan 2026 |
Fees
| Management Fee | 1.8% |
|---|---|
| Performance Fee | None |
Additional Details
| NAV Frequency | Daily |
|---|---|
| Established | 2021 |
| CMVM ID | 1093 |
| Regulated By | CMVM License Nº 327 |
Compliance
CMVM #1093
UCITS
Figures are reported by the fund manager. Movingto verification of this profile is pending.
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
What to know before shortlisting this fund
Data completenessHigh (100%)
Last evidence checkNot available
Profile facts
- Strategy recorded as Other.
- Status recorded as open for subscriptions.
- Manager-reported risk band: Aggressive.
Confirm before shortlisting
- Confirm the stated 0-month lock-up against current fund documents.
- US-person onboarding and FATCA/PFIC handling are not confirmed.
Key unknowns
- No critical unknowns detected from the current structured profile.
Main diligence flags
- No major flags detected. Confirm current documents before investing.
Golden Visa note: The manager states this fund is intended for Golden Visa applicants, but this claim is not shown as independently verified here.
Historical Performance
Cumulative returns compounded from monthly performance data.
Legacy figures remain under source review. Amounts are shown in EUR; for investors in another currency, returns may be affected by exchange-rate movements.
YTD
—
12M
—
Available period
+0.00%
Jan 2024 - Jan 2026
12 monthly records
Legacy data — source review pending
These figures remain visible while Movingto verifies their source and reporting basis.
History is stale: the latest return is 2026-01; 2026-07 is due.
Period returns withheld — YTD: 6 of 7 required months missing; 12M: 10 of 12 required months missing.
Available period is limited to the latest continuous 1-month run (2026-01 to 2026-01); earlier disconnected records are excluded.
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.
About the Fund
Open-ended UCITS securities fund investing in Portuguese listed equities and bonds. The manager's KID states that redemption requests can be made daily and recommends a five-year holding period; the prospectus states that settlement is normally five business days after a request and that redemptions can be suspended in defined circumstances.
Optimize Portugal Golden Opportunities Fund is an open-ended UCITS securities fund focused on Portuguese listed equities and debt. According to the manager's January 2, 2026 prospectus and Key Information Document, investors may request redemption at any time, requests can be submitted daily, settlement is normally five business days after the request, and no redemption fee is charged. The KID recommends holding the product for five years; that recommendation is distinct from a contractual minimum holding period. The prospectus also permits redemption suspensions in specified market-stress and exceptional circumstances. These fund terms are separate from any immigration-law requirement to maintain a qualifying investment.
Regulatory Identifiers
We source from CMVM-regulated managers where applicable. Verify each fund's registration and GV suitability with counsel.
| CMVM Registration | 1093 |
|---|---|
| ISIN | PTOPZWHM0007 |
Fund Documents
Provided by the fund manager. Review the fund's official documents before subscribing; Movingto has not independently verified their contents.
- Half-yearly Report Portugal Golden Opportunities
- Annual Report Portugal Golden Opportunities
- KIID – Portugal Golden Opportunities
- Prospectus Portugal Golden Opportunities
- Portugal Golden Opportunities brochure
Key Terms
| Minimum Investment | €500,000 |
|---|---|
| Fund Structure | Other |
| Lock-up Period | No lock-up |
| Domicile | Portugal |
| Custodian | Banco de Investimento Global, S.A. |
| Auditor | Mazars & Associados – SROC, S.A. |
| ISIN | PTOPZWHM0007 |
| Typical Ticket | €1,000 |
| Risk Band | Aggressive |
| Fund Status | Open |
| Inception Date | 2021 |
Figures are reported by the fund manager. Movingto verification of this profile is pending. Terms may vary by investor class.
Fees
Fee Structure
Management Fee1.8%
Performance FeeNone
Subscription Fee1%
Fee Calculator
EUR
Incomplete estimate: Performance fee depends on actual returns above any hurdle and is not included in the annual cost estimate.
Annual management fee:€9,000
Performance fee:Depends on returns
Known annual cost:€9,000
Performance fees depend on actual returns above any hurdle. Missing fee disclosures are diligence gaps, not zero-cost assumptions. The annual management fee recurs every year and compounds to reduce your total return over the holding period; performance fees, when charged, reduce returns further — see the investment calculator on this page for the cumulative impact. Amounts are shown in EUR; if you fund from another currency, what you pay may rise or fall with exchange rates.
Geographic Allocation
Portugal85%
Other / Iberia & EU (incl. Spain)15%
Redemption Terms
| Redemption Status | Open |
|---|---|
| Frequency | Daily |
| Early Redemption Fee | None |
Additional Terms
Redemption requests can be submitted daily. Settlement is normally five business days after the request. The KID recommends a five-year holding period, which is not a contractual minimum holding period. Redemptions may be suspended under the conditions stated in the prospectus.
Redemption terms may vary by investor class. Verify details with the fund manager.
Fund Category
Other
View all funds in this category
Regulatory & Compliance
CMVM Registration1093
AuditorMazars & Associados – SROC, S.A.
CustodianBanco de Investimento Global, S.A.
NAV FrequencyDaily
PFIC/QEF Status
QEF Available
Always confirm regulatory details with the fund manager and legal counsel before investing.
Fund Team
6 team members
Team members are employed by the fund manager, not Movingto. Profiles listed for directory comparison.
PL
CEO & CIO
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...
NS
Executive Director / Commercial Director
Nuno Santos is Executive Director and Commercial Director at Optimize Investment Partners. He started his career in 1992 in insurance consulting,...
CP
Senior Investment Manager
Carlos Pinto is Senior Investment Manager at Optimize Investment Partners and part of the core team managing the Optimize Golden Opportunities fund....
PO
Board Member
Pedro Oliveira is a Board Member at Optimize Investment Partners, bringing almost a decade of leadership across compliance, governance, and...
JST
President at Optimize
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...
RS
Board Advisor
Ruben Sequeira is a Board Advisor at Optimize Investment Partners, bringing more than eight years of experience across performance analysis, risk...
Ask Movingto about Optimize Portugal Golden Opportunities Fund
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Disclaimer: Your enquiry goes to Movingto. Movingto does not provide investment advice or introduce visitors directly to fund managers from this site. 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.
Important Notice for Investors
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.
Optimize Portugal Golden Opportunities Fund
Managed by
OI
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.
Investment Calculator
Project potential returns based on your investment parameters
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.
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Compare Optimize Portugal Golden Opportunities Fund
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Frequently Asked Questions
The manager markets the fund for Portugal's Golden Visa fund route. Immigration eligibility is a separate legal question and must be confirmed against the current rules and the investor's circumstances by Portuguese legal counsel.
The manager's current prospectus states a €1,000 minimum initial subscription. Any minimum amount required for an immigration application is a separate legal requirement and should be confirmed against the current rules with Portuguese legal counsel.
The manager's prospectus describes a balanced portfolio focused on Portuguese listed equities and debt securities, with the allocation limits and permitted assets set out in the current fund documents.
The manager's current prospectus describes a portfolio of listed securities and liquid financial assets rather than direct real estate. Confirm the latest portfolio and constitutive documents before relying on this statement.
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 manager's prospectus states that the participation-unit value is calculated daily on business days. Redemption orders are priced using the participation-unit value calculated on the subsequent business day.
The fund is managed by Optimize Investment Partners SGOIC, an independent Portuguese asset manager regulated by the CMVM.
The current record names Banco de Investimento Global, S.A. as custodian. Confirm the current depositary and custody arrangements in the latest prospectus before relying on them.
The current record reports PFIC status and QEF support, but that status is manager-reported and has not been independently verified here. U.S. taxpayers should obtain the current PFIC/QEF documentation from the manager and advice from a qualified U.S. tax professional.
The manager's prospectus classifies the fund as carrying high market risk and states that neither capital preservation nor returns are guaranteed. It also identifies concentration, liquidity, operational, and other investment risks. Investors may lose some or all of the capital invested.
The manager's KID says redemption requests can be made daily and recommends a five-year holding period. The prospectus says settlement is normally five business days after the request, no redemption fee is charged, and redemptions may be suspended in specified circumstances. The five years is a recommended holding period, not a contractual minimum holding period.
Compliance & Structural Details
No fund-specific return objective is disclosed. Stated objectives are set by the fund and are not forecasts or guarantees. Past performance does not indicate future results and capital is at risk.
The profile lists CMVM ID 1093. The listed custodian is Banco de Investimento Global, S.A.. Registration is a securities-regulation status, not a quality or Golden Visa signal — verify current registry status and documents before subscribing.
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