This website provides information for general purposes only.Read our full disclaimer
Movingto Logo
Tag

1-1.5% management fee Portugal Golden Visa Investment Funds

Explore 1-1.5% management fee Golden Visa Investment Funds and compare qualified options. Use our ROI calculator to estimate potential returns, or browse all funds to find the best match for your investment goals.

9 funds tagged with 1-1.5% management fee

Sorted by relevance

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

TARGET ANNUAL RETURN

10% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

5 days notice required

Management: 1.5%Performance: 20%

Portugal Investment 1

GV Eligible
Open

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.

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

8-11% annually

FUND STRUCTURE

Closed-ended
(6 years)

REDEMPTION TERMS

End of Term
Closed
0
Management: 1%Performance: 20%

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

Low teens per year (gross)

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily
0
Management: 1.2%Performance: 20%

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

5% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily
0
Management: 1.5%Performance: 20%

Flex Space Fund

GV Eligible
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

TARGET ANNUAL RETURN

11.65% annually

FUND STRUCTURE

Closed-ended
(8 years)

REDEMPTION TERMS

End of Term
Closed
Management: 1.5%Performance: 20%

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

MINIMUM INVESTMENT

200,000

TARGET ANNUAL RETURN

5% annually

FUND STRUCTURE

Closed-ended
(10 years)

REDEMPTION TERMS

Annual
Closed
Management: 1%Performance: 0%

An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

Consistent income above Portuguese sovereign yields

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

1 days notice required

Management: 1%Performance: 0%

IMGA Silver Domus Fund

GV Eligible
Open

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

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

Stable rental yields with capital appreciation from demographic tailwinds

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Quarterly

30 days notice required

Management: 1.5%Performance: 10%

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

TARGET ANNUAL RETURN

20% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

1 days notice required

Management: 1.5%Performance: 15%

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