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Portugal Debt Funds

Aggregated stats for 3 active funds

Avg. Target Return

5.0% p.a.

Based on 3 funds with disclosed returns

Avg. Min Investment

€233K

3 Golden Visa eligible

Typical Lock-up

Not disclosed

Most common period across funds

3 funds in Debt category

Sorted by relevance
Debt

Lince Yield Fund, FCR is a regulated Portuguese private credit and income-focused fund targeting a 5% annual yield. It finances mature, financially sound SMEs through secured and mezzanine debt, prioritising capital preservation and stable distributions. Built for risk-averse Golden Visa investors, it combines defensive credit strategies with the safeguards of a CMVM-supervised FCR.

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

Min. Investment500,000
Risk ProfileConservative Risk
RedemptionDaily
Fees:1.7%Mgmt·NonePerf
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

Min. Investment100,000
Target Return5% p.a.
RedemptionDaily
Fees:1.5%Mgmt·20%Perf

Frequently Asked Questions about Debt Portugal Golden Visa Investment Funds

Are Debt funds safe?

Debt funds generally offer lower risk compared to equity strategies. They focus on fixed-income instruments with predictable returns. Suitable for conservative investors seeking stable income streams.

What is the average return for Debt funds?

Based on disclosed data from 3 active debt funds, the average target return is approximately 5.0% per annum. However, individual fund returns vary significantly based on strategy, risk profile, and market conditions. Always review each fund's specific performance targets, historical track record, and risk factors before investing.

How many Debt funds are Golden Visa eligible?

Currently, 3 of the 3 debt funds in our directory are explicitly tagged as Golden Visa Eligible. These funds have been verified to meet Portugal's Golden Visa investment criteria, including CMVM regulation, minimum investment thresholds, and qualification requirements. Review each fund's eligibility documentation and consult with legal advisors to confirm Golden Visa qualification for your specific circumstances.

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