This website provides information for general purposes only.Read our full disclaimer
Movingto Logo
Open for subscriptions
Unverified

Portugal Liquid Opportunities, FCR

Portugal Liquid Opportunities, FCR is a CMVM-regulated investment fund managed by Oxy Capital, investing primarily in other with weekly redemption opportunities.

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 investors.

Fund IDportugal-liq
Regulatory StatusUnregistered
Min. Investment€100,000
Management Fee1.2%

Fund Snapshot

Key Facts

Min Investment€100,000
RedemptionsWeekly
Open to USYes
Lock-upNo Lock-up

Fees

Management Fee
1.2%
Performance Fee
20%

Additional Details

NAV FrequencyMonthly
Established2012

Compliance

Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.

Historical Performance

No performance data available
Performance metrics will appear when data is provided

Fund Overview

About the Fund

Portugal Liquid Opportunities Fund is an open-ended, FACTA-compliant public equities vehicle managed by Oxy Capital – SGOIC, S.A., with a minimum subscription of €100,000. It allocates over 60% of its assets to Portuguese public equities—targeting leading national "champions"—and under 40% to international equities via Oxy's proprietary strategy. Designed for Golden Visa investors, subscriptions are perpetual with daily liquidity, and no redemption fee applies after three years. The fund targets low-teens gross annual returns, with all costs deducted from invested capital. Key features include: • Open-ended structure with perpetual subscriptions • Liquidity with Monthly NAV calculation • FACTA-compliant for international investors • Over 60% allocation to Portuguese public equities • Under 40% allocation to international equities • No redemption fee after year 3 • 5% IRR hurdle rate for performance fees

For broader context, see our full guide to Portugal Golden Visa investment funds.

Key Terms

Key Terms

Minimum Investment
€100,000
Fund Structure
Other
Fund Term
Perpetual
Domicile
Not disclosed
Custodian
Not disclosed
Auditor
Ernst & Young (EY)
ISIN
Not disclosed
Typical Ticket
Not disclosed
Risk Band
Not disclosed
Fund Status
Open
Inception Date
2012

Information as reported by fund manager. Terms may vary by investor class.

Financial Details

Fees

Fee Structure

Management Fee1.2%
Performance Fee20%
5% preferred return hurdle
Subscription Fee2%

Fee Calculator

Management fee:€0
Performance fee*:€0
Estimated annual cost:€0
*Performance fee only applies if returns exceed 5% hurdle

Geographic Allocation

Portugal65%
International35%

Redemption Terms

Redemption Status
Open
FrequencyWeekly
Lock-up Period0 months
Early Redemption Fee2%
Additional Terms

Daily NAV; no redemption fee after year 3; all costs deducted from invested capital.

Redemption terms may vary by investor class. Verify details with the fund manager.

Fund Structure

Regulatory & Compliance

CMVM RegistrationNot disclosed
AuditorErnst & Young (EY)
CustodianNot disclosed
NAV FrequencyMonthly
PFIC/QEF Status
QEF Available

Always confirm regulatory details with the fund manager and legal counsel before investing.

Team Information

Fund Team

13 team members

Team members are employed by the fund manager, not Movingto. Profiles listed for directory comparison.

BCG
Senior Associate

Bernardo Canedo Gomes is a Senior Associate at Oxy Capital, where he supports transaction execution and portfolio value creation across multiple...

BP
Associate

Bernardo is an Associate at Oxy Capital, working across deal analysis, portfolio monitoring and strategic support to several industrial and...

FG
Private Equity Associate

Francisco Gião is an associate at OxyCapital, contributing to transaction execution, financial modelling, and portfolio strategy across multiple...

GM
Partner

Gonçalo Mendes is a founding partner at Oxy Capital and one of the firm’s key strategic leaders. With a background that includes an MBA from Harvard...

GVC
Partner

Guilherme Valadares Carreiro is a Partner at Oxy Capital and one of the leads behind its Liquid Opportunities and Golden Visa-focused strategies....

IP
Partner

Igor Pereira is a long-standing Partner at Oxy Capital with more than a decade of experience driving the firm’s investment strategies. Before joining...

Get in Touch with Portugal Liquid Opportunities, FCR

Enquire about Portugal Liquid Opportunities, FCR. The fund manager will respond within 24-48 hours.

0/2000 characters

Disclaimer: This enquiry does not constitute investment advice or a commitment to invest. All investments carry risk. Past performance does not guarantee future results. By submitting this form, you agree to be contacted by the fund manager.

Important Notice for Investors

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.

Investment Calculator

Project potential returns based on your investment parameters

Display returns after management and performance fees

Fund minimum: €100,000

Typical holding period

%

Fund target: 8–10% p.a.

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.

More Other Funds

Similar Investment Range

Alternative Fund Suggestions

If this fund is full or doesn't meet your requirements, here are similar options with comparable risk profiles and investment strategies.

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€100,000
Target Return7–10% p.a.
Duration6 years
CategoryOther
Managed by 3 Comma Capital

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€500
Target Return20% p.a.
DurationNot disclosed
CategoryOther
Managed by IM Gestão de Ativos (IMGA)

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€500,000
Target ReturnSee prospectus
DurationNot disclosed
CategoryOther
Managed by Celtis Venture Partners

Frequently Asked Questions

The fund allocates over 60% to Portuguese public equities targeting leading national "champions" and under 40% to international equities via Oxy's proprietary strategy.

The fund is designed specifically for Golden Visa investors with perpetual subscriptions, daily liquidity, and compliance with Portuguese investment requirements.

The fund offers daily liquidity with daily NAV calculation. There is no redemption fee after year 3, making it highly liquid for long-term investors.

FACTA compliance ensures the fund meets international tax reporting requirements, making it suitable for international investors including those from the US.

Compliance & Structural Details

Management Fee: 1.2%. Performance Fee: 20%. Subscription Fee: 2%.