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Diversified Golden Visa Investment Funds

Compare 13 Diversified investment funds for Golden Visa applications.

3C

3CC Atlantic Bond Fund

Open
Data reviewed Jul 1, 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
Risk ProfileConservative Risk
RedemptionDaily
Fees:1.5%Mgmt·10%Perf
3C

3CC Portugal Golden Income Fund

Open
Data reviewed Jul 1, 2026
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: 1.2%
Min. Investment€100,000
Risk ProfileBalanced Risk
RedemptionDaily
Fees:1.2%Mgmt·20%Perf
A-

Alpha Fund

Open
Data reviewed Apr 17, 2026
Private Equity

The Alpha Fund is a private equity fund focused on special situations. Its primary objective is to invest in companies with sound business models but distressed balance sheets, typically resulting from external events that have impacted their financial structure in recent years. The fund is currently open for subscription and is eligible for the Golden Visa programme, offering investors both attractive return potential and residency benefits.

ISIN: PTAAPPIM0000CMVM: 2181Min: €100,000Mgmt: 2%
Min. Investment€100,000
Lock-up Period10 years
RedemptionNot Available
Fees:2%Mgmt·20%Perf
A-

Corporate Bond Fund

Open
Data reviewed Jul 13, 2026
Credit

The Corporate Bond Fund (CBF) is an open-ended fund focused on capital preservation and income generation. It is built on a core principle of risk mitigation through diversification, spanning across security types, maturities, and sector allocations. The fund offers weekly subscriptions and redemptions, with no performance fees, ensuring flexibility and cost transparency for investors. The CBF reflects ActiveCap’s commitment to transparent, disciplined, and risk-conscious portfolio management. It aims to deliver stable mid-single-digit returns while minimizing volatility and preserving capital. The CBF is currently open for subscription and eligible for the Golden Visa Programme.

ISIN: PTAAPQHM0000, PTAAPSHM0008, PTAAPRHM0009CMVM: 2273Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Risk ProfileConservative Risk
RedemptionWeekly
Fees:1.5%Mgmt·NonePerf
HC

Heed Top Investment Fund

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
Risk ProfileConservative Risk
RedemptionDaily
Fees:1.5%Mgmt·20%Perf
OC

Horizon Fund

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
Lock-up Period5 years
RedemptionMonthly
Fees:2%Mgmt·20%Perf
IG

IMGA Portuguese Corporate Debt Fund

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
Lock-up Period5 years
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 securities fund investing in Portuguese listed equities and bonds. The manager's KID states that redemption requests can be made daily and recommends a five-year holding period; the prospectus states that settlement is normally five business days after a request and that redemptions can be suspended in defined circumstances.

ISIN: PTOPZWHM0007CMVM: 1093Min: €500,000Mgmt: 1.8%
Min. Investment€500,000
Lock-up PeriodNo lock-up
RedemptionDaily
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
Lock-up Period10 years
RedemptionNot disclosed
Fees:2.5%Mgmt·30%Perf
QC

PEEIF III - Portuguese Energy Efficiency Investment Fund III

Open
Data reviewed Mar 18, 2026
PFIC: QEF available
Clean Energy

The Portuguese Energy Efficiency Investment Fund III focuses on the renewable energy sector, supporting projects aligned with Portugal’s strong position in EU renewable production and broader ecological goals, with additional backing from EU and state support. As the third fund in this sector, it targets high-growth and strategic areas such as electric mobility, the carbon market, maritime economy, solar, wind, and hydroelectric energy. The fund invests exclusively in stable, proven companies with solid performance, benefiting from significant public support, including up to 40% state co-investment, to foster sustainable growth and long-term value.

CMVM: 2227Min: €100,000Mgmt: 2.5%
Min. Investment€100,000
Risk ProfileBalanced Risk
RedemptionQuarterly
Fees:2.5%Mgmt·30%Perf
SF

Pela Terra II Regenerate Fund

Open
Data reviewed Dec 12, 2025
PFIC: QEF available
Private Equity

Pela Terra II: Regenerate is a Portugal-based, CMVM-regulated closed-end venture capital fund focused on regenerative agriculture and farmland private equity. Structured to meet Portugal Golden Visa requirements without direct real estate exposure, the fund invests in agricultural operating companies that acquire, regenerate, and operate farmland in Portugal’s interior regions.

ISIN: B-PTSFMQIM0007/ C-PTSFM6IM0007CMVM: 1816Min: €500,000Mgmt: 2%
Min. Investment€500,000
Lock-up Period8 years
RedemptionEnd of Term
Fees:2%Mgmt·20%Perf
QC

Quadrantis Private Equity Credits & Bonds Fund – Subfund B

Closed
Data reviewed Mar 18, 2026
PFIC: QEF available
Private Equity

A CMVM-recognised private equity fund managed by Quadrantis Capital, combining private equity, credit and high-grade bond investments to target a 10% annual return and provide a Golden Visa-eligible route for investors.

CMVM: 2007Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Lock-up Period5 years
RedemptionNot disclosed
Fees:1.5%Mgmt·20%Perf
VS

Ventures.eu Fund I

Open
Review date pending
Venture Capital

A CMVM-regulated, VC fund with access to European high-growth startups and corporates. Offers an option to qualify for IFICI tax regime (NHR 2.0).

CMVM: 2085Min: €150,000Mgmt: 2%
Min. Investment€150,000
Lock-up Period8 years
RedemptionNot disclosed
Fees:2%Mgmt·20%Perf

Frequently Asked Questions about Diversified Portugal Golden Visa Investment Funds

Diversified Golden Visa investment funds are specialized investment vehicles that focus on diversified 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 diversified investment opportunities—subject to verification by Portuguese legal counsel.

Currently, there are 13 diversified 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 diversified 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. Diversified 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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