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Capital Growth Golden Visa Investment Funds

Compare 8 Capital Growth investment funds for Golden Visa applications.

QC

QUADRANTIS PRIVATE EQUITY II

GV-intended (manager-stated)
Open
Data reviewed Apr 28, 2026
PFIC: QEF available
Private Equity

The fund adopts a diversified and risk-focused strategy based on two core pillars: secured credit and investment-grade bonds. It finances contracts between established entities with strong guarantees and protective mechanisms, enhancing security for investors. In parallel, the fund invests in BBB to AAA-rated government and corporate bonds from Portugal and international markets, aiming to deliver stable and consistent returns while preserving capital.

CMVM: 2222Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return6.5–10% p.a.
RedemptionQuarterly
Fees:1.5%Mgmt·20%Perf
OC

Horizon Fund

GV-intended (manager-stated)
Open
Data reviewed May 11, 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
Target ReturnNot disclosed
RedemptionMonthly
Fees:2%Mgmt·20%Perf
3C

3CC Portugal Golden Income Fund

GV-intended (manager-stated)
Open
Data reviewed May 11, 2026
PFIC: QEF available
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
IG

IMGA Ações Portugal Fund

GV-intended (manager-stated)
Open
Data reviewed Apr 28, 2026
Other

IMGA Ações Portugal is a long-established equity fund focused exclusively on companies listed on the Portuguese stock market. Active since 1995 and managed by IM Gestão de Ativos, the fund seeks to grow your investment over time by holding a variety of Portuguese stocks, with daily updates on value, no fees for joining or leaving, and a strong history of performance over many years.

CMVM: 184Min: €500Mgmt: 2.175%
Min. Investment€500
Target Return20% p.a.
RedemptionDaily
Fees:2.175%Mgmt·NonePerf
SC

Portugal Investment 1

Open
Data reviewed Apr 28, 2026
Private Equity

Portugal Investment 1, a closed-end private equity fund structured as a Fundo de Capital de Risco (FCR). The fund mainly puts money into Portuguese companies, especially in hospitality, tourism, and industry, aiming for long-term growth while following the new rules for Portugal's Golden Visa funds after 2023.

CMVM: 12445Min: €500,000Mgmt: 1%
Min. Investment€500,000
Target Return8–11% p.a.
RedemptionNot Available
Fees:1%Mgmt·20%Perf
OI

Optimize Portugal Golden Opportunities Fund

Open
Data reviewed May 1, 2026
PFIC: QEF available
Other

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

CMVM: 1093Min: €500,000Mgmt: 1.8%
Min. Investment€500,000
Target ReturnNot disclosed
RedemptionQuarterly
Fees:1.8%Mgmt·NonePerf
LC

Lince Growth Fund II

Open
Data reviewed May 11, 2026
PFIC: QEF available
Private Equity

Lince Growth Fund I, FCR is a regulated Portuguese growth-equity fund investing in established, revenue-generating SMEs. Focused on industrial and circular economy, it targets scalable businesses that need capital to modernise, expand, or internationalise. Fully compliant with Golden Visa rules, it provides exposure to Portugal’s real economy with professional, active management.

Min: €100,000Mgmt: 2%
Min. Investment€100,000
Target Return12–15% p.a.
RedemptionEnd of Term
Fees:2%Mgmt·20%Perf
QC

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Open
Data reviewed May 11, 2026
PFIC: QEF available
Venture Capital

PEEIF II is a closed-ended venture capital fund focused on financing Portugal’s energy transition through renewable energy production, industrial energy efficiency projects, and clean-technology infrastructure. Managed by Quadrantis Capital and regulated by the CMVM, the fund is structured to qualify under Portugal’s investment fund framework for the Golden Visa program after 2023, with no direct or indirect real estate exposure.

Min: €200,000Mgmt: 2.5%
Min. Investment€200,000
Target Return6–8% p.a.
RedemptionQuarterly
Fees:2.5%Mgmt·30%Perf

Frequently Asked Questions about Capital Growth Portugal Golden Visa Investment Funds

Capital Growth Golden Visa investment funds are specialized investment vehicles that focus on capital growth sectors and are marketed for Portugal's Golden Visa program (per manager statements). These funds allow non-EU investors to potentially obtain Portuguese residency by investing €500,000 or more in capital growth investment opportunities—subject to verification by Portuguese legal counsel.

Currently, there are 8 capital growth funds available in our directory that are marketed for the Portugal Golden Visa route (per manager statements). Each fund should be verified with Portuguese legal counsel to confirm eligibility.

Portugal Golden Visa fund route requires €500,000 total investment (post-October 2023 regulatory changes), with no real estate exposure permitted. Individual capital growth fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Eligibility must be confirmed with Portuguese legal counsel.

Capital Growth funds marketed for the Golden Visa are regulated investment vehicles subject to oversight. While all investments carry risk, these funds must demonstrate their ability to support Portugal's economic development goals in the capital growth sector. Consult with legal and financial advisors before investing.

For Golden Visa purposes, you must maintain your investment in Capital Growth funds for a minimum of 5 years. After this period, you may be eligible for permanent residency or citizenship, depending on other requirements such as language proficiency and time spent in Portugal. Confirm all requirements with Portuguese legal counsel.

Yes, when investing in Capital Growth Golden Visa funds, you can include your spouse, dependent children under 26, and dependent parents over 65 in your application. This makes the investment particularly attractive for families seeking EU residency.

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