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Balanced Golden Visa Investment Funds

Compare 4 Balanced investment funds for Golden Visa applications.

3C

3CC Portugal Golden Income Fund

Open
Verified Jan 5, 2026
Other

The 3CC Portugal Golden Income Fund is an open-ended, CMVM-regulated alternative investment fund managed by 3 Comma Capital. It blends stable income from Portuguese corporate bonds with growth exposure to U.S. and global equities, digital assets and gold, while meeting all eligibility requirements for the Portuguese Golden Visa.

CMVM: 2108Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return7–10% p.a.
RedemptionDaily
Fees:1.5%Mgmt·20%Perf
SF

INZ Fund

Open
Verified Jan 5, 2026
Private Equity

INZ is a closed-ended Private Equity fund focused on renewable energy and energy-efficiency assets across Iberia, fully engineered for Golden Visa eligibility. Managed by STAG Fund Management and in line with UN Sustainable Development Goals, the fund aims to create steady, long-term value by investing in distributed solar, clean transportation, and low-carbon infrastructure using a careful, impact-focused approach.

Min: €150,000Mgmt: 1.6%
Min. Investment€150,000
Target Return8% p.a.
RedemptionEnd of Term
Fees:1.6%Mgmt·15%Perf
CV

Steady Growth Investment Fund

Open
Verified Nov 26, 2025
Other

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.

Min: €500,000Mgmt: None
Min. Investment€500,000
Risk ProfileConservative Risk
RedemptionEnd of Term
Fees:NoneMgmt·NonePerf
HC

Heed Top Investment Fund

Open
Verified Jan 5, 2026
Debt

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

CMVM: 115Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return5% p.a.
RedemptionDaily
Fees:1.5%Mgmt·20%Perf

Frequently Asked Questions about Balanced Portugal Golden Visa Investment Funds