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Golden Visa funds for U.S. citizens Golden Visa Investment Funds

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28 funds tagged with Golden Visa funds for U.S. citizens

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Fund investment in Fixed Income and Digital Assets with access to Golden Visa in Portugal

Category

Mixed

Main Region

Portugal (35%)

Target Return

15-20% projected IRR

Fund Manager

Octanova SCR, S.A.
Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Balanced

Main Region

Portugal (100%)

Target Return

Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Multi-Asset

Main Region

Portugal (Bonds) (70%)

Target Return

10% p.a. expected ROI

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (100%)

Target Return

8-11% annualized

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Multi-Asset

Main Region

Portugal (60%)

Target Return

N/A

Mgmt Fee:
Gated
Perf Fee:
Gated
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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).

Main Region

Portugal (85%)

Target Return

IRR > 20% & > 3.3× MoM

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (100%)

Target Return

15-20% p.a.

Mgmt Fee:
Gated
Perf Fee:
Gated
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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)

Main Region

Portugal (100%)

Target Return

5% p.a. stable dividends

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (100%)

Target Return

12% p.a.

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (60%)

Target Return

Mid-teens per year (gross)

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Mixed

Main Region

Portugal (65%)

Target Return

Low teens per year (gross)

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Balanced

Main Region

Portugal (75%)

Target Return

5% annually

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (60%)

Target Return

Double-digit net IRRs

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (100%)

Target Return

11.65% IRR

Mgmt Fee:
Gated
Perf Fee:
Gated
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A closed-end private equity fund regulated by CMVM, investing in Portugal's thriving hospitality sector. Designed to comply fully with the Portugal Golden Visa requirements.

Main Region

Portugal (100%)

Target Return

5% capped (Capital Preservation) or 10% target (Upside Participation)

Fund Manager

BiG Capital SGOIC
Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (100%)

Target Return

8-10% IRR, ~2.0x MoIC

Mgmt Fee:
Gated
Perf Fee:
Gated
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Investment opportunity in the development of a 5-star luxury tourist complex in Portugal's West Region, near Óbidos, offering attractive projected returns and lifestyle benefits.

Category

Real Estate

Main Region

Portugal (100%)

Target Return

10% IRR

Fund Manager

Visadoro
Mgmt Fee:
Gated
Perf Fee:
Gated
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An asset-based, risk-mitigated investment vehicle designed to finance the ongoing production of film and television content with guaranteed worldwide distribution.

Main Region

Europe (70%)

Target Return

5% fixed annual payment

Fund Manager

Quadrantis Capital
Mgmt Fee:
Gated
Perf Fee:
Gated
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INZ Fund

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.

Main Region

Portugal (100%)

Target Return

8% per year, 1.64x target multiple

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (100%)

Target Return

11% IRR (projected)

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

Main Region

Portugal (60%)

Target Return

High growth through SME investments

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

Main Region

Portugal (60%)

Target Return

High growth through digital economy investments

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (60%)

Target Return

Stable income plus capital appreciation from real economy assets

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Main Region

Portugal (60%)

Target Return

Sustainable growth from marine economy investments

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

Main Region

Portugal (80%)

Target Return

Consistent income above Portuguese sovereign yields

Mgmt Fee:
Gated
Perf Fee:
Gated
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An open-end real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.

Category

Real Estate

Main Region

Portugal (100%)

Target Return

Stable rental yields with capital appreciation from demographic tailwinds

Mgmt Fee:
Gated
Perf Fee:
Gated
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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.

Category

Mixed

Main Region

Portugal (100%)

Target Return

Outperform PSI-20 index through active management

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

Main Region

Portugal (70%)

Target Return

IRR in excess of 15% over investment horizon

Mgmt Fee:
Gated
Perf Fee:
Gated
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Frequently Asked Questions about Golden Visa funds for U.S. citizens Golden Visa Funds