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Balanced Portugal Golden Visa Investment Funds

Explore Balanced Golden Visa Investment Funds and compare qualified options. Use our ROI calculator to estimate potential returns, or browse all funds to find the best match for your investment goals.

3 funds tagged with Balanced

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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.

Minimum Investment

500,000

Target Return

4.2% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:0%
Performance:0%

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.

Minimum Investment

500,000

Target Return

N/A

Fund Structure

Open-ended

Redemption Terms

Not Available
Closed
Management:0%
Performance:0%

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.

Minimum Investment

100,000

Target Return

5% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily
0
Management:1.5%
Performance:20%

Frequently Asked Questions about Balanced Portugal Golden Visa Investment Funds