3-5% annual yield Golden Visa Investment Funds
Explore 3-5% annual yield Golden Visa Investment Funds and Compare
5 funds tagged with 3-5% annual yield
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Category
Main Region
Portugal (100%)
Target Return
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
Fund Manager
Optimize Investment PartnersAccess detailed fee analysis, performance metrics, and comparison tools
Open-ended FCR vehicle targeting profitable Portuguese SMEs via senior secured and mezzanine debt, plus hybrid instruments, to deliver stable 5 % p.a. dividends and structured for Portuguese Golden Visa eligibility (minimum €100 000)
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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.
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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.
Category
Main Region
Portugal (100%)
Target Return
5% capped (Capital Preservation) or 10% target (Upside Participation)
Fund Manager
BiG Capital SGOICAccess detailed fee analysis, performance metrics, and comparison tools
An asset-based, risk-mitigated investment vehicle designed to finance the ongoing production of film and television content with guaranteed worldwide distribution.
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