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.
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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
Information as reported by fund manager. Terms may vary by investor class.
Redemption terms may vary by investor class. Verify details with the fund manager.
Always confirm regulatory details with the fund manager and legal counsel before investing.
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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.
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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.
Everything you need to know about investing in Portugal Liquid Opportunities, FCR
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.