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Portugal Diversified Investment Funds

Browse 9 funds specializing in Diversified eligible for the Golden Visa.

Avg. Target Yield

11.3% p.a.

Avg. Lock-up Period

Varies

GV Eligible

9 of 9

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
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
Venture Capital

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

Min. Investment150,000
Target Return20% p.a.
RedemptionEnd of Term
Fees:2%Mgmt·20%Perf
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.

Min. Investment500,000
Target Return8–10% p.a.
RedemptionEnd of Term
Fees:2%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
Venture Capital

A closed-end venture capital fund focusing on digital economy and technology-driven businesses with high scalability potential, particularly in Portugal.

Min. Investment100,000
Lock-up Period8 years
RedemptionEnd of Term
Fees:2.5%Mgmt·12.5%Perf
Other

Your path to secure wealth building through a diversified, actively managed multi-asset strategy combining bonds, equities, gold and deposits, tailored for Golden Visa investors in Portugal.

Min. Investment500,000
Risk ProfileConservative Risk
RedemptionEnd of Term
Fees:NoneMgmt·NonePerf
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 Diversified Portugal Golden Visa Investment Funds

What are Diversified Golden Visa investment funds?

Diversified Golden Visa investment funds are specialized investment vehicles that focus on diversified 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 diversified investment opportunities.

How many Diversified Golden Visa funds are available?

Currently, there are 9 diversified 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 Diversified 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 diversified fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Source: IMI Daily regulatory updates.

Are Diversified Golden Visa funds safe investments?

Diversified 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 diversified sector.

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

For Golden Visa eligibility, you must maintain your investment in Diversified 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 Diversified Golden Visa application?

Yes, when investing in Diversified 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.