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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.

Heed Top Investment Fund

Open

A CMVM-regulated, open-ended alternative investment fund that invests primarily in Portuguese bonds and equities, with flexibility to allocate to ETFs, other funds, and international securities for diversification

Minimum Investment:

€100,000

Return Target:

5-0% p.a.

Term:

0 years

Category:

Other

Manager:

Heed Capital

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

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:

0-0% p.a.

Term:

0 years

Category:

Other

Manager:

Celtis Venture Partners

IMGA Ações Portugal Fund

Open

An open-end equity fund focused exclusively on equities listed on Euronext Lisbon and other regulated Portuguese markets, seeking to outperform the PSI-20 index.

Minimum Investment:

€500,000

Return Target:

0-20% p.a.

Term:

0 years

Category:

Other

Manager:

IM Gestão de Ativos (IMGA)

Crown Investments Fund

Open

A closed-end venture capital fund managed by Insight Venture, investing in innovative and sustainable projects across Portugal with a focus on value creation and long-term capital growth.

Minimum Investment:

€50,000

Return Target:

0-0% p.a.

Term:

7 years

Category:

Venture Capital

Manager:

Insight Venture - Sociedade de Capital de Risco, S.A.

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