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Bonds Golden Visa Investment Funds

Compare 5 Bonds investment funds for Golden Visa applications.

OC

Horizon Fund

GV-intended (manager-stated)
Open
Verified Jan 23, 2026
Crypto

Horizon Fund is an open-ended, CMVM-regulated alternative fund that blends Portuguese fixed income with exposure to large-cap digital assets. Managed by Octanova SCR, it aims for long-term growth and eligibility for the Golden Visa by investing 65% in high-quality Portuguese bonds and up to 35% in BTC, ETH, and SOL through regulated custodians.

CMVM: 2122Min: €100,000Mgmt: 2%
Min. Investment€100,000
Lock-up Period5 years
RedemptionMonthly
Fees:2%Mgmt·20%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
IG

IMGA Portuguese Corporate Debt Fund

Open
Verified Dec 7, 2025
Debt

The IMGA Portuguese Corporate Debt Fund offers conservative exposure to corporate bonds and commercial paper issued mainly by Portuguese companies. It’s designed for investors seeking steady, lower-volatility returns, daily liquidity, and a strategy built around high-quality issuers with a strong foothold in Portugal’s real economy.

CMVM: 1985Min: €500,000Mgmt: 1.7%
Min. Investment€500,000
Risk ProfileConservative Risk
RedemptionDaily
Fees:1.7%Mgmt·NonePerf
Private Equity

A CMVM-recognised private equity fund managed by Quadrantis Capital, combining private equity, credit and high-grade bond investments to target a 10% annual return and provide a Golden Visa-eligible route for investors.

Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return10% p.a.
RedemptionEnd of Term
Fees:1.5%Mgmt·20%Perf

Frequently Asked Questions about Bonds Portugal Golden Visa Investment Funds

Bonds Golden Visa funds are Portugal Golden Visa investment funds (often called Golden Visa funds) that primarily invest in bonds or bond-like fixed income instruments. These can include government bonds, corporate bonds, or credit-linked structures depending on the fund mandate. If the fund qualifies for the Portugal Golden Visa fund route, an investor subscribes to the fund units (not individual bonds) and uses the investment evidence for their Golden Visa application, subject to legal confirmation of eligibility.

The number can change as funds are added, updated, or reclassified. On this page, we list the funds currently tagged Bonds that are presented as Golden Visa funds based on manager disclosures and available documentation. Golden Visa eligibility must still be confirmed by Portuguese legal counsel before investing in any specific Portugal Golden Visa investment fund.

For the Portugal Golden Visa fund route, the commonly referenced minimum is €500,000 invested into qualifying Portugal Golden Visa investment funds (Golden Visa funds), subject to current rules and legal interpretation. Some bonds-focused funds may set higher minimum subscription amounts depending on strategy and demand.

Bonds-focused Golden Visa funds are often perceived as lower volatility than equity strategies, but they are not risk-free. Key risks include interest rate risk (bond prices can fall when rates rise), credit/default risk, concentration risk, liquidity risk, and how the fund values less-liquid instruments. The "safety" of a bonds-focused Portugal Golden Visa investment fund depends on credit quality, duration, diversification, and fees—not the "bonds" label.

For the Portugal Golden Visa, you generally need to maintain the qualifying investment throughout the required residence period until you reach a stage where you can exit under the program rules. However, fund liquidity and redemption terms are separate from visa rules. Many Portugal Golden Visa investment funds have lock-ups, limited redemption windows, or fund terms. Always check the fund's lock-up, redemption frequency, and notice periods—and confirm the Golden Visa holding requirement with Portuguese legal counsel.

In many cases, yes—Portugal Golden Visa applications often allow family members to be included, but eligibility depends on relationship and dependency rules and can change over time. This is a legal question: confirm your family eligibility and documentation requirements with Portuguese legal counsel as part of your Golden Visa process.

No. Movingto Funds provides information and introductions for Golden Visa funds and Portugal Golden Visa investment funds. We do not provide investment advice or recommend any specific fund. Always obtain independent financial advice and Portuguese legal advice before investing.