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Golden Visa Eligible Portugal Golden Visa Investment Funds

Explore Golden Visa Eligible 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.

24 funds tagged with Golden Visa Eligible

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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 Return

4.2% p.a.

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 Return

10% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.5%
Performance:20%

Open-ended private equity & venture capital fund focused on value creation in unlisted Portuguese SMEs and mid-caps via special-situations investments, structured to satisfy Portuguese Golden Visa requirements.

Minimum Investment

500,000

Target Return

8-11% p.a.

Fund Structure

Closed-ended(6 years)

Redemption Terms

End of Term
Closed
0
Management:1%
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 Return

N/A

Fund Structure

Open-ended

Redemption Terms

Not Available
Closed
Management:0%
Performance:0%

Closed-ended private equity fund targeting profitable SMEs and mid-caps in the "Blue Economy," with €28 m anchor commitment from the European Investment Fund and eligibility for the Portuguese Golden Visa (minimum €100 000 investment).

Minimum Investment

100,000

Target Return

20% p.a.

Fund Structure

Closed-ended(10 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

Closed-ended venture capital and private equity fund targeting growth and consolidation of Portuguese industrial and circular-economy SMEs via equity, hybrid and debt instruments, structured to satisfy Golden Visa requirements.

Minimum Investment

100,000

Target Return

15-20% p.a.

Fund Structure

Closed-ended(7 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

Open-ended FCR vehicle targeting profitable Portuguese SMEs via senior secured and mezzanine debt, plus hybrid instruments, to deliver stable 5 % p.a. dividends and structured for Portuguese Golden Visa eligibility (minimum €100 000)

Minimum Investment

100,000

Target Return

5% p.a.

Fund Structure

Closed-ended(6 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

Portugal Golden Visa–eligible climate fund investing in solar energy-as-a-service projects and battery storage, with expedited onboarding support and community integration, managed under CMVM regulation.

Minimum Investment

250,000

Target Return

12% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily
0
Management:2%
Performance:20%

Closed-ended private equity and debt vehicle targeting mature Portuguese companies through special-situations equity and debt instruments, structured to satisfy Portuguese Golden Visa requirements.

Minimum Investment

100,000

Target Return

Mid-teens per year (gross)

Fund Structure

Closed-ended(10 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

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 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 Return

5% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily
0
Management:1.5%
Performance:20%

A CMVM-regulated, closed-ended private equity and venture capital fund investing in high-growth technology-driven companies, with a focus on scalability, innovation, and strong exit potential.

Minimum Investment

100,000

Target Return

Double-digit net IRRs

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

A CMVM-regulated, closed-end private equity fund investing exclusively in district.space, a Portuguese flex office operator, targeting an underdeveloped market with strong demand and guaranteed exit.

Minimum Investment

100,000

Target Return

11.65% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:1.5%
Performance:20%

A CMVM-regulated private equity fund investing in large-scale regenerative agriculture projects in Portugal, focusing on degraded land restoration and sustainable high-value crop production.

Minimum Investment

100,000

Target Return

8-10% p.a.

Fund Structure

Closed-ended(10 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

A Golden Visa–eligible private equity vehicle investing in companies that finance and operate solar panel projects, focusing on stable returns from long-term lease agreements and power purchase agreements.

Minimum Investment

500,000

Target Return

8% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

A Golden Visa–eligible private equity fund targeting sustainable tourism and hospitality development in Portugal's Douro Valley, focusing on a 5-star luxury eco-resort.

Minimum Investment

500,000

Target Return

11% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

A closed-end venture capital fund investing primarily in SMEs with high growth potential, focusing on tourism-related sectors and Portuguese companies.

Minimum Investment

100,000

Target Return

High growth through SME investments

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2.5%
Performance:12.5%

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

Minimum Investment

100,000

Target Return

High growth through digital economy investments

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2.5%
Performance:12.5%

A closed-end venture capital fund focused on prime asset-backed opportunities in Portugal's real economy, including real estate development, tourism infrastructure, and renewable energy.

Minimum Investment

100,000

Target Return

Stable income plus capital appreciation from real economy assets

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2.5%
Performance:12.5%

A closed-end venture capital fund focusing on marine economy and waterfront-related assets with strong sustainable growth prospects, particularly in Portugal's coastal regions.

Minimum Investment

100,000

Target Return

Sustainable growth from marine economy investments

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2.5%
Performance:12.5%

An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.

Minimum Investment

100,000

Target Return

Consistent income above Portuguese sovereign yields

Fund Structure

Open-ended

Redemption Terms

Daily

1 days notice required

Management:1%
Performance:0%

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 Return

20% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

1 days notice required

Management:1.5%
Performance:15%

A venture capital/private equity fund investing in high-growth technology companies with strong innovation potential and scalable business models.

Minimum Investment

500,000

Target Return

15% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:2%
Performance:20%

Private equity fund targeting 15-20% IRR through special situations investments in Iberia, with Golden Visa eligibility and CMVM regulation.

Minimum Investment

100,000

Target Return

15-20% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of term only
Management:2%
Performance:20%

Frequently Asked Questions about Golden Visa Eligible Portugal Golden Visa Investment Funds