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< 1% management fee Golden Visa Investment Funds

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3 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.

Category

Balanced

Main Region

Portugal (100%)

Target Return

Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Multi-Asset

Main Region

Portugal (60%)

Target Return

N/A

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (100%)

Target Return

5% capped (Capital Preservation) or 10% target (Upside Participation)

Fund Manager

BiG Capital SGOIC
Mgmt Fee:
Gated
Perf Fee:
Gated
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