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Capital Growth Golden Visa Investment Funds

Compare 7 Capital Growth investment funds for Golden Visa applications.

3C

3CC Portugal Golden Income Fund

GV-intended (manager-stated)
Open
Data reviewed Nov 30, 2025
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.

ISIN: PT3CMEHM0002CMVM: 2108Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return7–10% p.a.Manager-stated, not guaranteed
RedemptionDaily
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.

ISIN: PTEBEEHM0002CMVM: 2122Min: €100,000Mgmt: 2%
Min. Investment€100,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionMonthly
Fees:2%Mgmt·20%Perf
IG

IMGA Ações Portugal Fund

GV-intended (manager-stated)
Open
Data reviewed Dec 7, 2025
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.

ISIN: A: PTAFIALM0006; R: PTIG1DHM0003; P: PTIG2OHM0009; I: PTAFIJHM0003CMVM: 184Min: €500Mgmt: 2.175%
Min. Investment€500
Target Return20% p.a.Manager-stated, not guaranteed
RedemptionDaily
Fees:2.175%Mgmt·NonePerf
QC

QUADRANTIS PRIVATE EQUITY II

GV-intended (manager-stated)
Open
Data reviewed Mar 18, 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.Manager-stated, not guaranteed
RedemptionQuarterly
Fees:1.5%Mgmt·20%Perf
OI

Optimize Portugal Golden Opportunities Fund

Open
Data reviewed Dec 12, 2025
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 .

ISIN: PTOPZWHM0007CMVM: 1093Min: €500,000Mgmt: 1.8%
Min. Investment€500,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionQuarterly
Fees:1.8%Mgmt·NonePerf
QC

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Closed
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.

ISIN: PTQUAWIM0006Min: €200,000Mgmt: 2.5%
Min. Investment€200,000
Target Return6–8% p.a.Manager-stated, not guaranteed
RedemptionQuarterly
Fees:2.5%Mgmt·30%Perf
SC

Portugal Investment 1

Open
Data reviewed Dec 12, 2025
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.

ISIN: CYF000001968CMVM: 12445Min: €150,000Mgmt: 1.5%
Min. Investment€150,000
Target Return8–11% p.a.Manager-stated, not guaranteed
RedemptionAnnually
Fees:1.5%Mgmt·20%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 7 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 in total qualifying investment (post-October 2023 rules), which excludes funds with direct real-estate investment — confirm fund-specific eligibility with qualified Portuguese legal counsel. 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.

No investment fund is risk-free, and capital is at risk — including the risk of losing some or all of your investment. Capital Growth funds may be regulated investment vehicles, but regulation governs conduct and disclosure; it is not a guarantee of returns or of capital protection. Outcomes depend on the fund's strategy, assets, fees, liquidity, and market conditions. Review each fund's prospectus and Key Information Document and consult your own qualified legal and financial advisers before investing.

For Golden Visa purposes you generally maintain the qualifying investment through the residence and renewal period. Holding periods and the naturalisation timeline changed under Portugal's 2026 Nationality Law and must be confirmed with qualified Portuguese legal counsel.

Portugal Golden Visa applications often allow family members (e.g. spouse, dependent children, dependent parents), but eligibility depends on relationship and dependency rules that can change — confirm with qualified Portuguese legal counsel.

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