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Optimize Portugal Golden Opportunities Fund Alternatives | Portugal Golden Visa Investment Funds

These are similar Golden Visa eligible funds with comparable investment strategies and requirements. Review each option to find the best match for your investment goals.

Steady Growth Investment Fund

Open

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.

Minimum Investment:

€500,000

Return Target:

Unspecified

Term:

0 years

Category:

Other

Manager:

Celtis Venture Partners

IMGA Ações Portugal Fund

Open

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.

Minimum Investment:

€500

Return Target:

20% p.a.

Term:

0 years

Category:

Other

Manager:

IM Gestão de Ativos (IMGA)

Portugal Liquid Opportunities, FCR

Open

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.

Minimum Investment:

€100,000

Return Target:

8–10% p.a.

Term:

0 years

Category:

Other

Manager:

Oxy Capital

3CC Portugal Golden Income Fund

Open

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.

Minimum Investment:

€100,000

Return Target:

7–10% p.a.

Term:

6 years

Category:

Other

Manager:

3 Comma Capital

IMGA Portuguese Corporate Debt Fund

Open

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.

Minimum Investment:

€500,000

Return Target:

Unspecified

Term:

0 years

Category:

Debt

Manager:

IM Gestão de Ativos (IMGA)

Portugal Investment 1

Open

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.

Minimum Investment:

€500,000

Return Target:

8–11% p.a.

Term:

0 years

Category:

Private Equity

Manager:

Saratoga Capital

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