Balanced Golden Visa Investment Funds
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3 funds tagged with Balanced
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
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.
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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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