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Portugal Prime Fund

A closed-end private equity fund regulated by CMVM, investing in Portugal's thriving hospitality sector. Designed to comply fully with the Portugal Golden Visa requirements.

Fund Snapshot

Key Facts

Min Investment€100,000
RedemptionsN/A
Open to USYes
Lock-up96 months
Fund Size (AUM)N/A

Fees

Management Fee
0.2%
Performance Fee
25%

Additional Details

NAV FrequencyN/A
Established2024
Notice PeriodN/A
Regulated ByN/A

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Compliance

GV Eligible

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 Prime Fund is a specialized hospitality investment fund targeting Portugal's strongest tourism hubs. Winner of Fund Manager of the Year 2024 with a 100% Golden Visa success rate. The fund leverages Portugal's position as a leading European destination with tourism representing 19% of GDP and 31M+ visitors in 2023. Key Investment Highlights: • Golden Visa pathway with minimum €500,000 investment requirement • Risk level of only 3 out of 7 - other GV funds have risk level of 6 • Winner of Fund Manager of the Year 2024 • 100% success rate for Golden Visa applications • Direct investments from overseas accepted (no Portuguese bank account required) • Hospitality sector focus - tripled revenue since 2010 while Portuguese stock market declined 27% • Development & operation model investing in hotel operators (rooms, F&B, events) rather than direct property • Ultra-low fee structure: 0.20% management fee vs industry average of 2% • Two investment strategies: Capital Preservation (5% capped IRR) or Upside Participation (10% target IRR) • Exclusive investor perks including 7-day annual hotel stays at portfolio properties Two Investment Options: 1. Upside participation – targets net annual returns above 10%, requiring investment until maturity (8 years) 2. Capital preservation – capped at 5% annual return net of fees, with exit possible after obtaining permanent residency (5–6 years) Exclusive Benefits: • Investors committing the full €500k receive one complimentary week per year in deluxe hotels or serviced apartments • VIP project visits in the Algarve with limo service and guided tours Current Portfolio: • Vila Maria (Albufeira) - Operating modern hotel with rooftop pool & ocean views • Marina Apart-hotel - 310 units under construction, prime waterfront location • Beachfront Hotel - 182 rooms/suites with spa, gym, and events spaces under development The fund offers a streamlined 4-week process from start to Golden Visa application, managed via the Portugal Prime Investor Platform with real-time access to reports and documentation.

Key Terms

Key Terms

Minimum Investment€100,000
Fund StructurePrivate Equity
Fund Term8 years
DomicileN/A
CustodianN/A
AuditorN/A
ISINN/A
Fund Status
Open
Inception Date2024

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

Financial Details

Fees

Fee Structure

Management Fee0.2%
Performance Fee25%

Fee Calculator

Management fee:€0
Performance fee*:€0
Estimated annual cost:€0

Geographic Allocation

Portugal100%

Fund Structure

Regulatory & Compliance

CMVM RegistrationN/A
AuditorN/A
CustodianN/A
NAV FrequencyN/A
PFIC/QEF Status
Status Unknown

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

Team Information

Fund Team

1 team member

BCST

BiG Capital SGOIC Team

Fund Management

20+ years of institutional fund management experience specializing in hospitality and real estate investments

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Get in Touch with Portugal Prime Fund

Enquire about Portugal Prime Fund. The fund manager will respond within 24-48 hours.

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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.

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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.

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Fund minimum: €100,000

Typical holding period

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Fund target: 5-0% 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.

Frequently Asked Questions about Portugal Prime Fund

Everything you need to know about investing in Portugal Prime Fund

What are the two investment options available?

Capital Preservation offers 5% capped IRR with exit upon citizenship (5-6 years), while Upside Participation targets 10% IRR with exit at fund maturity (8 years).

How does the reduced capital option work?

Investors can participate from €300K using an exclusive loan facility where €200K is loaned to the investor's non-Portuguese account. The loan provider takes yields while the investor retains Golden Visa eligibility.

What makes the fee structure attractive?

The fund charges only 0.20% management fee (1/10th of industry average), 0% subscription fee, and 25% performance fee only on profits above 5% hurdle.

What exclusive perks do investors receive?

Investors committing the full €500k receive one complimentary week per year in deluxe hotels or serviced apartments, plus VIP project visits in the Algarve with limo service and guided tours.

How quickly can I apply for Golden Visa after investing?

The streamlined process takes approximately 4 weeks from start to Golden Visa application, managed via the Portugal Prime Investor Platform.

Why invest in Portugal's hospitality sector?

Tourism represents 19% of Portugal's GDP with 31M+ visitors in 2023 (up 21% YoY). The hospitality sector has tripled revenue since 2010 while the Portuguese stock market declined 27%.