Steady Growth Investment Fund 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.
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.
€100,000
10% p.a. expected ROI
0 years
Multi-Asset
3 Comma Capital SCR, S.A.
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
€500,000
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
0 years
Balanced
Optimize Investment Partners
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.
€500,000
Outperform PSI-20 index through active management
0 years
Mixed
IM Gestão de Ativos (IMGA)
A venture capital/private equity fund investing in high-growth technology companies with strong innovation potential and scalable business models.
€500,000
IRR in excess of 15% over investment horizon
8 years
Private Equity & Venture Capital
IM Gestão de Ativos (IMGA)
A Golden Visa–eligible private equity vehicle investing in companies that finance and operate solar panel projects, focusing on stable returns from long-term lease agreements and power purchase agreements.
€500,000
8% per year, 1.64x target multiple
8 years
Private Equity
STAG Fund Management SCR, S.A.
A Golden Visa–eligible private equity fund targeting sustainable tourism and hospitality development in Portugal's Douro Valley, focusing on a 5-star luxury eco-resort.
€500,000
11% IRR (projected)
8 years
Private Equity
STAG Fund Management SCR, S.A.
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