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Long Term Golden Visa Investment Funds

Compare 8 Long Term investment funds for Golden Visa applications.

A-

Alpha Fund

GV-intended (manager-stated)
Open
Data reviewed Apr 17, 2026
Private Equity

The Alpha Fund is a private equity fund focused on special situations. Its primary objective is to invest in companies with sound business models but distressed balance sheets, typically resulting from external events that have impacted their financial structure in recent years. The fund is currently open for subscription and is eligible for the Golden Visa programme, offering investors both attractive return potential and residency benefits.

ISIN: PTAAPPIM0000CMVM: 2181Min: €100,000Mgmt: 2%
Min. Investment€100,000
Target Return20–25% p.a.Manager-stated, not guaranteed
RedemptionNot Available
Fees:2%Mgmt·20%Perf
HC

Heed Top Investment Fund

GV-intended (manager-stated)
Open
Data reviewed Dec 7, 2025
PFIC: QEF available
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

ISIN: PTVORYHM0007CMVM: 115Min: €100,000Mgmt: 1.5%
Min. Investment€100,000
Target Return5% p.a.Manager-stated, not guaranteed
RedemptionDaily
Fees:1.5%Mgmt·20%Perf
IG

IMGA Silver Domus Fund

GV-intended (manager-stated)
Open
Data reviewed Dec 7, 2025
Venture Capital

The IMGA Silver Domus Fund is a closed-end venture capital vehicle focused on Portugal’s fast-growing Senior Living sector. It invests in assisted living, continuing care, home-care operators, and specialised senior facilities, targeting value-add opportunities supported by long-term demographic demand. The fund aims for stable, inflation-linked returns through a mix of operating partnerships and strategic expansion across Portugal.

CMVM: 2275Min: €50,000Mgmt: 1.5%
Min. Investment€50,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionQuarterly
Fees:1.5%Mgmt·NonePerf
OC

Mercúrio Fund II, FCR

GV-intended (manager-stated)
Open
Data reviewed Dec 12, 2025
PFIC: QEF available
Private Equity

Mercúrio Fund II, FCR is a closed-ended private equity fund managed by Oxy Capital, focused on acquiring and transforming mature Portuguese SMEs. Launched in 2025, it targets special situations, operational turnarounds, and growth-stage opportunities while remaining fully compliant with Portugal’s post-2023 Golden Visa rules and maintaining zero real-estate exposure.

ISIN: PTOXSEIM0007CMVM: 1851Min: €100,000Mgmt: 2%
Min. Investment€100,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionEnd of Term
Fees:2%Mgmt·20%Perf
GP

Growth Blue Fund

Open
Data reviewed Dec 6, 2025
Private Equity

Growth Blue is a closed-end private equity fund focused on Portugal’s Blue Economy, investing in SMEs and Mid-Caps with strong operational foundations and clear growth potential. Supported by the European Investment Fund and overseen by CMVM, it aims to create value by actively managing its investments and following a policy that focusses on sustainability.

ISIN: PTGWTKIM0009 (Cat. B), PTGWTLIM0008 (Cat. C)Min: €50,000Mgmt: 2%
Min. Investment€50,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionQuarterly
Fees:2%Mgmt·20%Perf
OI

Optimize Portugal Golden Opportunities Fund

Open
Data reviewed Dec 12, 2025
PFIC: QEF available
Other

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

ISIN: PTOPZWHM0007CMVM: 1093Min: €500,000Mgmt: 1.8%
Min. Investment€500,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionQuarterly
Fees:1.8%Mgmt·NonePerf
QC

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Closed
Data reviewed May 11, 2026
PFIC: QEF available
Venture Capital

PEEIF II is a closed-ended venture capital fund focused on financing Portugal’s energy transition through renewable energy production, industrial energy efficiency projects, and clean-technology infrastructure. Managed by Quadrantis Capital and regulated by the CMVM, the fund is structured to qualify under Portugal’s investment fund framework for the Golden Visa program after 2023, with no direct or indirect real estate exposure.

ISIN: PTQUAWIM0006Min: €200,000Mgmt: 2.5%
Min. Investment€200,000
Target Return6–8% p.a.Manager-stated, not guaranteed
RedemptionQuarterly
Fees:2.5%Mgmt·30%Perf
SF

Pela Terra II Regenerate Fund

Open
Data reviewed Dec 12, 2025
PFIC: QEF available
Private Equity

Pela Terra II: Regenerate is a Portugal-based, CMVM-regulated closed-end venture capital fund focused on regenerative agriculture and farmland private equity. Structured to meet Portugal Golden Visa requirements without direct real estate exposure, the fund invests in agricultural operating companies that acquire, regenerate, and operate farmland in Portugal’s interior regions.

ISIN: B-PTSFMQIM0007/ C-PTSFM6IM0007CMVM: 1816Min: €500,000Mgmt: 2%
Min. Investment€500,000
Target Return8–10% p.a.Manager-stated, not guaranteed
RedemptionEnd of Term
Fees:2%Mgmt·20%Perf

Frequently Asked Questions about Long Term Portugal Golden Visa Investment Funds

Long Term Golden Visa investment funds are specialized investment vehicles that focus on long term sectors and are marketed for Portugal's Golden Visa program (per manager statements). These funds allow non-EU investors to potentially obtain Portuguese residency by investing €500,000 or more in long term investment opportunities—subject to verification by Portuguese legal counsel.

Currently, there are 8 long term funds available in our directory that are marketed for the Portugal Golden Visa route (per manager statements). Each fund should be verified with Portuguese legal counsel to confirm eligibility.

Portugal Golden Visa fund route requires €500,000 in total qualifying investment (post-October 2023 rules), which excludes funds with direct real-estate investment — confirm fund-specific eligibility with qualified Portuguese legal counsel. Individual long term fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Eligibility must be confirmed with Portuguese legal counsel.

No investment fund is risk-free, and capital is at risk — including the risk of losing some or all of your investment. Long Term funds may be regulated investment vehicles, but regulation governs conduct and disclosure; it is not a guarantee of returns or of capital protection. Outcomes depend on the fund's strategy, assets, fees, liquidity, and market conditions. Review each fund's prospectus and Key Information Document and consult your own qualified legal and financial advisers before investing.

For Golden Visa purposes you generally maintain the qualifying investment through the residence and renewal period. Holding periods and the naturalisation timeline changed under Portugal's 2026 Nationality Law and must be confirmed with qualified Portuguese legal counsel.

Portugal Golden Visa applications often allow family members (e.g. spouse, dependent children, dependent parents), but eligibility depends on relationship and dependency rules that can change — confirm with qualified Portuguese legal counsel.

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