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.
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Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.
Steady Growth Investment Fund is an open-ended, actively managed vehicle designed to deliver stable, long-term returns by blending 70 % bonds, 15 % equities, 10 % gold and 5 % deposits. The bond sleeve spans corporate and government issuers across Portugal, Europe and North America, while equity exposure is achieved via diversified stock indices and ETFs. The portfolio is rebalanced quarterly to navigate market cycles and protect capital. Despite major geopolitical and economic shocks over the past seven years, the strategy has achieved a cumulative 4.14 % gain and currently delivers an annualized return of 7.86 %.
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.
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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: €500,000
Typical holding period
Fund target: 0-0% 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.
Everything you need to know about investing in Steady Growth Investment Fund
A CMVM-regulated balanced-risk fund designed to build wealth steadily by blending traditional financial assets with select alternative investments under a single, actively managed vehicle.
It's overseen by Celtis Venture Partners—a team of seasoned investment professionals, including João Sousa Dias, João Baptista, Miguel Alpendre, Carlos Pontes Lopes, Mark Gomes and Inês Cunha e Silva—bringing over 30 years of combined experience.
The fund aims to raise €50 million in equity and targets a 15–20% annual IRR for investors, balancing growth with capital preservation.
70% Bonds, 15% Gold, 10% Equities, 5% Bank Deposits.
60% Portugal, 15% Europe, 15% Global markets, 5% USA, 5% Other regions.
Up to 20% in tangible assets such as classic vehicles (value appreciation), compact workspaces (asset-backed income) and a luxury-goods e-commerce platform, to diversify beyond financial markets.
The fund is actively managed and updated quarterly, ensuring allocations stay aligned with market conditions and target risk/return parameters.
Its strategy delivered a 4.14% cumulative gain over the past seven years—even amid COVID-19, the Ukraine war, rising inflation and interest-rate spikes—demonstrating resilience to volatility.
Investors have realized a 7.86% annualized return since the fund's launch.
The first 6% of profits accrue entirely to investors (LPs). The next 2% goes to the fund manager (GP). Profits beyond 8% are split 75% to LPs / 25% to GPs.
It follows a 10-year lifecycle (Year 0–10), from initial capital deployment through to final divestment and profit distribution.
Yes—if an investor opts to withdraw during the investment period, their participation units can be repurchased by the partners at prevailing valuations.
The fund aims to distribute annual dividends, contingent on its yearly financial performance, with full payment of any accrued dividends in the divestment period.
Diversification across asset classes and geographies, a mix of yield-generating and real-asset holdings, plus alternative investments, all under active quarterly management, work together to smooth returns and protect capital.
It embraces a moderate-risk profile—balancing fixed income, commodities, equities and select tangible assets—to achieve stable long-term growth while minimizing downside exposure.