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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

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Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

4.2% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

5 days notice required

Management: 0%Performance: 0%

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

10% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

5 days notice required

Management: 1.5%Performance: 20%

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.

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

N/A

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Not Available
Closed
Management: 0%Performance: 0%

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

Low teens per year (gross)

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily
0
Management: 1.2%Performance: 20%

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

5% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily
0
Management: 1.5%Performance: 20%

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.

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

20% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

1 days notice required

Management: 1.5%Performance: 15%

Frequently Asked Questions about Equities Portugal Golden Visa Investment Funds