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Portugal Capital Growth Investment Funds

Browse 7 funds specializing in Capital Growth eligible for the Golden Visa.

Avg. Target Yield

11.3% p.a.

Avg. Lock-up Period

Varies

GV Eligible

7 of 7

OC

Horizon Fund

Verified
GV Eligible
Open
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.

Min. Investment100,000
Lock-up Period6 years
RedemptionMonthly
Fees:2%Mgmt·20%Perf
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.

Min. Investment100,000
Target Return7–10% p.a.
RedemptionDaily
Fees:1.5%Mgmt·20%Perf
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.

Min. Investment500,000
Target Return8–11% p.a.
RedemptionNot Available
Fees:1%Mgmt·20%Perf
Other

The Optimize Portugal Golden Opportunities Fund is an open-ended UCITS investment fund designed to meet Portugal Golden Visa requirements through regulated capital markets exposure. Managed by Optimize Investment Partners SGOIC, it focuses primarily on Portuguese listed equities and debt securities, with no direct or indirect real estate exposure. The fund offers daily liquidity, transparent NAV pricing, and CMVM supervision, positioning it as a liquid alternative to traditional closed-ended Golden Visa funds.

Min. Investment500,000
Risk ProfileConservative Risk
RedemptionDaily
Fees:1.8%Mgmt·NonePerf
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.

Min. Investment500
Target Return20% p.a.
RedemptionDaily
Fees:2.175%Mgmt·NonePerf
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. Investment200,000
Target Return6–8% p.a.
RedemptionEnd of Term
Fees:2.5%Mgmt·30%Perf
Venture Capital

A closed-end venture capital fund managed by Insight Venture, investing in innovative and sustainable projects across Portugal with a focus on value creation and long-term capital growth.

Min. Investment50,000
Lock-up Period7 years
RedemptionEnd of Term
Fees:2.5%Mgmt·12.5%Perf

Frequently Asked Questions about Capital Growth Portugal Golden Visa Investment Funds

What are Capital Growth Golden Visa investment funds?

Capital Growth Golden Visa investment funds are specialized investment vehicles that focus on capital growth sectors and are eligible for Portugal's Golden Visa program. These funds allow non-EU investors to obtain Portuguese residency by investing €500,000 or more in qualified capital growth investment opportunities.

How many Capital Growth Golden Visa funds are available?

Currently, there are 7 capital growth funds available in our directory that are eligible for the Portugal Golden Visa program. Each fund has been verified to meet the program's requirements and investment criteria.

What is the minimum investment for Capital Growth Golden Visa funds?

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. Source: IMI Daily regulatory updates.

Are Capital Growth Golden Visa funds safe investments?

Capital Growth Golden Visa funds are regulated investment vehicles that must meet strict criteria set by Portuguese authorities. While all investments carry risk, these funds are subject to regulatory oversight and must demonstrate their ability to support Portugal's economic development goals in the capital growth sector.

How long do I need to hold my investment in Capital Growth Golden Visa funds?

For Golden Visa eligibility, 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.

Can I include family members in my Capital Growth Golden Visa application?

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.