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Bonds Golden Visa Investment Funds

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6 funds tagged with Bonds

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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 UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.

Category

Balanced

Main Region

Portugal (100%)

Target Return

Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)

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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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.

Category

Multi-Asset

Main Region

Portugal (60%)

Target Return

N/A

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Balanced

Main Region

Portugal (75%)

Target Return

5% annually

Mgmt Fee:
Gated
Perf Fee:
Gated
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An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.

Main Region

Portugal (80%)

Target Return

Consistent income above Portuguese sovereign yields

Mgmt Fee:
Gated
Perf Fee:
Gated
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