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.
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