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.
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.
€500,000
N/A
0 years
Multi-Asset
Celtis Venture Partners
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.
€100,000
5% annually
99 years
Balanced
Heed Capital SGOIC, S.A.
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.
€500,000
Outperform PSI-20 index through active management
0 years
Mixed
IM Gestão de Ativos (IMGA)
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.
€100,000
Low teens per year (gross)
0 years
Mixed
Oxy Capital – SGOIC, S.A.
An open-end real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.
€500,000
Stable rental yields with capital appreciation from demographic tailwinds
0 years
Real Estate
IM Gestão de Ativos (IMGA)
A Golden Visa–eligible private equity vehicle investing in companies that finance and operate solar panel projects, focusing on stable returns from long-term lease agreements and power purchase agreements.
€500,000
8% per year, 1.64x target multiple
8 years
Private Equity
STAG Fund Management SCR, S.A.
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