This website provides information for general purposes only.Read our full disclaimer
Movingto Logo
Tag

Low-risk Portugal Golden Visa Investment Funds

Explore Low-risk 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.

10 funds tagged with Low-risk

Sorted by relevance

Horizon Fund

UNVERIFIED
Open

Open Ended Fund investing 65% in Portuguese Fixed Income and 35% in Digital Assets with access to Golden Visa in Portugal

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

15-20% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Monthly
0
Management: 2%Performance: 20%

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 ANNUAL RETURN

4.2% annually

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 ANNUAL RETURN

10% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

5 days notice required

Management: 1.5%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 ANNUAL RETURN

N/A

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Not Available
Closed
Management: 0%Performance: 0%

Lince Yield Fund, FCR

UNVERIFIED
Open

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 ANNUAL RETURN

5% annually

FUND STRUCTURE

Closed-ended
(6 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 ANNUAL RETURN

Low teens per year (gross)

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily
0
Management: 1.2%Performance: 20%

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

MINIMUM INVESTMENT

200,000

TARGET ANNUAL RETURN

5% annually

FUND STRUCTURE

Closed-ended
(10 years)

REDEMPTION TERMS

Annual
Closed
Management: 1%Performance: 0%

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 ANNUAL 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 real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

Stable rental yields with capital appreciation from demographic tailwinds

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Quarterly

30 days notice required

Management: 1.5%Performance: 10%

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 ANNUAL RETURN

20% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

1 days notice required

Management: 1.5%Performance: 15%

Frequently Asked Questions about Low-risk Portugal Golden Visa Investment Funds