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< 1% management fee Portugal Golden Visa Investment Funds

Explore < 1% 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.

4 funds tagged with < 1% management fee

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Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

4.2% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

5 days notice required

Management: 0%Performance: 0%

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.

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

N/A

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Not Available
Closed
Management: 0%Performance: 0%

Portugal Prime Fund

GV Eligible
Open

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

5% annually

FUND STRUCTURE

Closed-ended
(8 years)

REDEMPTION TERMS

End of Term
Closed
Management: 0.2%Performance: 25%

Portugal Prime, FCR

GV Eligible
Open

Closed-end CMVM-regulated private equity fund investing in hospitality operators (non-real-estate) across Portugal's tourism sector; offers two tracks — 2% p.a. fixed (Capital Preservation, exit at citizenship) or ~10% target IRR (Upside, exit at maturity); Golden Visa eligible (minimum €100,000).

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

2% annually

FUND STRUCTURE

Closed-ended
(8 years)

REDEMPTION TERMS

End of Term
Closed
Management: 0.2%Performance: 25%

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