Equities Portugal Golden Visa Investment Funds
Explore Equities Golden Visa Investment Funds and compare qualified options. Use our ROI calculator to estimate potential returns, or browse all funds to find the best match for your investment goals.
6 funds tagged with Equities
Optimize Portugal Golden Opportunities Fund
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
€500,000
4.2% annually
FUND STRUCTURE
REDEMPTION TERMS
5 days notice required
3CC Portugal Golden Income Fund
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.
€100,000
10% annually
FUND STRUCTURE
REDEMPTION TERMS
5 days notice required
Steady Growth Investment Fund
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.
€500,000
N/A
FUND STRUCTURE
REDEMPTION TERMS
Portugal Liquid Opportunities, FCR
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.
€100,000
Low teens per year (gross)
FUND STRUCTURE
REDEMPTION TERMS
Heed Top Investment Fund
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.
€100,000
5% annually
FUND STRUCTURE
REDEMPTION TERMS
IMGA Ações Portugal Fund
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.
€500,000
20% annually
FUND STRUCTURE
REDEMPTION TERMS
1 days notice required