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Daily NAV Golden Visa Investment Funds

Compare 7 Daily NAV investment funds for Golden Visa applications.

3C

3CC Atlantic Bond Fund

GV-intended (manager-stated)
Open
Data reviewed Mar 18, 2026
PFIC: QEF available
Credit

The Atlantic Bond Fund is an Open-ended Alternative Investment Fund designed and managed by 3 Comma Capital. The fund aims to provide its participants with capital appreciation over a five-year period, with an investment policy designed to achieve absolute returns within the recommended investment horizon (100% bond fund).

ISIN: PT3CMOHM0000CMVM: 182126Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return4–6% p.a.Manager-stated, not guaranteed
RedemptionDaily
Fees:1.5%Mgmt·10%Perf
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
HC

Heed Top Investment Fund

GV-intended (manager-stated)
Open
Data reviewed Dec 7, 2025
PFIC: QEF available
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

ISIN: PTVORYHM0007CMVM: 115Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return5% 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
IG

IMGA Portuguese Corporate Debt Fund

GV-intended (manager-stated)
Open
Data reviewed 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.

ISIN: Class R: PTIG2PHM0008; Class I: PTIG2KHM0003; Class P: PTIG2QHM0007;CMVM: 1985Min: €500,000Mgmt: 1.7%
Min. Investment€500,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionDaily
Fees:1.7%Mgmt·NonePerf
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

Frequently Asked Questions about Daily NAV Portugal Golden Visa Investment Funds

Daily NAV Golden Visa investment funds are specialized investment vehicles that focus on daily nav 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 daily nav investment opportunities—subject to verification by Portuguese legal counsel.

Currently, there are 7 daily nav 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 daily nav 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. Daily NAV 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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