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Portugal Liquid Opportunities, FCR 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.

Horizon Fund

Open

Open Ended Fund investing 65% in Portuguese Fixed Income and 35% in Digital Assets with access to Golden Visa in Portugal

Minimum Investment:

€100,000

Return Target:

15-20% projected IRR

Term:

6 years

Category:

Mixed

Manager:

Octanova SCR, S.A.

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:

Outperform PSI-20 index through active management

Term:

0 years

Category:

Mixed

Manager:

IM Gestão de Ativos (IMGA)

Mercúrio Fund II, FCR

Open

Closed-ended private equity and debt vehicle targeting mature Portuguese companies through special-situations equity and debt instruments, structured to satisfy Portuguese Golden Visa requirements.

Minimum Investment:

€100,000

Return Target:

Mid-teens per year (gross)

Term:

10 years

Category:

Private Equity & Debt

Manager:

Oxy Capital – SGOIC, S.A.

3CC Portugal Golden Income Fund

Open

Open-ended Alternative Investment Fund focused on capital preservation with 70% exposure to Portuguese corporate bonds and 30% to global equities & digital assets, offering daily liquidity and eligibility for the Portuguese Golden Visa.

Minimum Investment:

€100,000

Return Target:

10% p.a. expected ROI

Term:

0 years

Category:

Multi-Asset

Manager:

3 Comma Capital SCR, S.A.

Lince Yield Fund, FCR

Open

Open-ended FCR vehicle targeting profitable Portuguese SMEs via senior secured and mezzanine debt, plus hybrid instruments, to deliver stable 5 % p.a. dividends and structured for Portuguese Golden Visa eligibility (minimum €100 000)

Minimum Investment:

€100,000

Return Target:

5% p.a. stable dividends

Term:

6 years

Category:

Private Debt & Hybrid Instruments

Manager:

Lince Capital, SCR, S.A.

Flex Space Fund

Open

A CMVM-regulated, closed-end private equity fund investing exclusively in district.space, a Portuguese flex office operator, targeting an underdeveloped market with strong demand and guaranteed exit.

Minimum Investment:

€100,000

Return Target:

11.65% IRR

Term:

8 years

Category:

Private Equity

Manager:

Insula Capital SGOIC

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