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> 5% annual yield Golden Visa Investment Funds

Explore > 5% annual yield Golden Visa Investment Funds and Compare

12 funds tagged with > 5% annual yield

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Fund investment in Fixed Income and Digital Assets with access to Golden Visa in Portugal

Category

Mixed

Main Region

Portugal (35%)

Target Return

15-20% projected IRR

Fund Manager

Octanova SCR, S.A.
Mgmt Fee:
Gated
Perf Fee:
Gated
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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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Closed-ended private equity fund targeting profitable SMEs and mid-caps in the "Blue Economy," with €28 m anchor commitment from the European Investment Fund and eligibility for the Portuguese Golden Visa (minimum €100 000 investment).

Main Region

Portugal (85%)

Target Return

IRR > 20% & > 3.3× MoM

Mgmt Fee:
Gated
Perf Fee:
Gated
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Closed-ended venture capital and private equity fund targeting growth and consolidation of Portuguese industrial and circular-economy SMEs via equity, hybrid and debt instruments, structured to satisfy Golden Visa requirements.

Main Region

Portugal (100%)

Target Return

15-20% p.a.

Mgmt Fee:
Gated
Perf Fee:
Gated
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Portugal Golden Visa–eligible climate fund investing in solar energy-as-a-service projects and battery storage, with expedited onboarding support and community integration, managed under CMVM regulation.

Main Region

Portugal (100%)

Target Return

12% p.a.

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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A CMVM-regulated private equity fund investing in large-scale regenerative agriculture projects in Portugal, focusing on degraded land restoration and sustainable high-value crop production.

Main Region

Portugal (100%)

Target Return

8-10% IRR, ~2.0x MoIC

Mgmt Fee:
Gated
Perf Fee:
Gated
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Investment opportunity in the development of a 5-star luxury tourist complex in Portugal's West Region, near Óbidos, offering attractive projected returns and lifestyle benefits.

Category

Real Estate

Main Region

Portugal (100%)

Target Return

10% IRR

Fund Manager

Visadoro
Mgmt Fee:
Gated
Perf Fee:
Gated
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INZ Fund

A Golden Visa–eligible private equity vehicle investing in companies that finance and operate solar panel projects, focusing on stable returns from long-term lease agreements and power purchase agreements.

Main Region

Portugal (100%)

Target Return

8% per year, 1.64x target multiple

Mgmt Fee:
Gated
Perf Fee:
Gated
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A Golden Visa–eligible private equity fund targeting sustainable tourism and hospitality development in Portugal's Douro Valley, focusing on a 5-star luxury eco-resort.

Main Region

Portugal (100%)

Target Return

11% IRR (projected)

Mgmt Fee:
Gated
Perf Fee:
Gated
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A venture capital/private equity fund investing in high-growth technology companies with strong innovation potential and scalable business models.

Main Region

Portugal (70%)

Target Return

IRR in excess of 15% over investment horizon

Mgmt Fee:
Gated
Perf Fee:
Gated
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Frequently Asked Questions about > 5% annual yield Golden Visa Funds