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Fixed Income Golden Visa Investment Funds

Compare 6 Fixed Income investment funds for Golden Visa applications.

OC

Horizon Fund

GV-intended (manager-stated)
Open
Verified Jan 23, 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.

CMVM: 2122Min: €100,000Mgmt: 2%
Min. Investment€100,000
Lock-up Period5 years
RedemptionMonthly
Fees:2%Mgmt·20%Perf
3C

3CC Portugal Golden Income Fund

Open
Verified Jan 5, 2026
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.

CMVM: 2108Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return7–10% p.a.
RedemptionDaily
Fees:1.5%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.

CMVM: 1093Min: €500,000Mgmt: 1.8%
Min. Investment€500,000
Risk ProfileConservative Risk
RedemptionDaily
Fees:1.8%Mgmt·NonePerf
HC

Heed Top Investment Fund

Open
Verified Jan 5, 2026
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

CMVM: 115Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return5% p.a.
RedemptionDaily
Fees:1.5%Mgmt·20%Perf
IG

IMGA Portuguese Corporate Debt Fund

Open
Verified 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.

CMVM: 1985Min: €500,000Mgmt: 1.7%
Min. Investment€500,000
Risk ProfileConservative Risk
RedemptionDaily
Fees:1.7%Mgmt·NonePerf
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.

Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return10% p.a.
RedemptionEnd of Term
Fees:1.5%Mgmt·20%Perf

Frequently Asked Questions about Fixed Income Portugal Golden Visa Investment Funds