Daily NAV Golden Visa Investment Funds
Explore Daily NAV Golden Visa Investment Funds and Compare
5 funds tagged with Daily NAV
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Category
Main Region
Portugal (100%)
Target Return
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
Fund Manager
Optimize Investment PartnersAccess detailed fee analysis, performance metrics, and comparison tools
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
Main Region
Portugal (Bonds) (70%)
Target Return
10% p.a. expected ROI
Fund Manager
3 Comma Capital SCR, S.A.Access detailed fee analysis, performance metrics, and comparison tools
Open-ended, FACTA-compliant public equities vehicle managed by Oxy Capital – SGOIC, S.A., investing over 60% in Portuguese listed equities and under 40% in international equities via Oxy's proprietary strategy; perpetual subscriptions with daily liquidity and no redemption fee after three years for Golden Visa investors.
Category
Main Region
Portugal (65%)
Target Return
Low teens per year (gross)
Fund Manager
Oxy Capital – SGOIC, S.A.Access detailed fee analysis, performance metrics, and comparison tools
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.
Access detailed fee analysis, performance metrics, and comparison tools
An open-end equity fund focused exclusively on equities listed on Euronext Lisbon and other regulated Portuguese markets, seeking to outperform the PSI-20 index.
Category
Main Region
Portugal (100%)
Target Return
Outperform PSI-20 index through active management
Fund Manager
IM Gestão de Ativos (IMGA)Access detailed fee analysis, performance metrics, and comparison tools