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Liquid Portugal Golden Visa Investment Funds

Explore Liquid 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.

7 funds tagged with Liquid

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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.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
Management:1%
Performance:0%

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

0% p.a.

Fund Structure

Open-ended

Redemption Terms

End of Term
Closed

30 days notice required

Management:0%
Performance:0%

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

12-0% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
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

0% p.a.

Fund Structure

Closed-ended(6 years)

Redemption Terms

End of Term
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

8-10% p.a.

Fund Structure

Open-ended

Redemption Terms

Weekly
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

5-0% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.5%
Performance:20%

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

7-10% p.a.

Fund Structure

Open-ended

Redemption Terms

Weekly

5 days notice required

Management:1.5%
Performance:20%

Frequently Asked Questions about Liquid Portugal Golden Visa Investment Funds