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1-1.5% management fee Golden Visa Investment Funds

Explore 1-1.5% management fee Golden Visa Investment Funds and Compare

9 funds tagged with 1-1.5% management fee

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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.

Category

Multi-Asset

Main Region

Portugal (Bonds) (70%)

Target Return

10% p.a. expected ROI

Mgmt Fee:
Gated
Perf Fee:
Gated
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Open-ended private equity & venture capital fund focused on value creation in unlisted Portuguese SMEs and mid-caps via special-situations investments, structured to satisfy Portuguese Golden Visa requirements.

Main Region

Portugal (100%)

Target Return

8-11% annualized

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Mixed

Main Region

Portugal (65%)

Target Return

Low teens per year (gross)

Mgmt Fee:
Gated
Perf Fee:
Gated
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A CMVM-regulated, open-ended alternative investment fund that invests primarily in Portuguese bonds and equities, with flexibility to allocate to ETFs, other funds, and international securities for diversification.

Category

Balanced

Main Region

Portugal (75%)

Target Return

5% annually

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (100%)

Target Return

11.65% IRR

Mgmt Fee:
Gated
Perf Fee:
Gated
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An asset-based, risk-mitigated investment vehicle designed to finance the ongoing production of film and television content with guaranteed worldwide distribution.

Main Region

Europe (70%)

Target Return

5% fixed annual payment

Fund Manager

Quadrantis Capital
Mgmt Fee:
Gated
Perf Fee:
Gated
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An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.

Main Region

Portugal (80%)

Target Return

Consistent income above Portuguese sovereign yields

Mgmt Fee:
Gated
Perf Fee:
Gated
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An open-end real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.

Category

Real Estate

Main Region

Portugal (100%)

Target Return

Stable rental yields with capital appreciation from demographic tailwinds

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Mixed

Main Region

Portugal (100%)

Target Return

Outperform PSI-20 index through active management

Mgmt Fee:
Gated
Perf Fee:
Gated
Premium Data Available

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Frequently Asked Questions about 1-1.5% management fee Golden Visa Funds