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.
8 funds tagged with Low-risk
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.
€500,000
0% p.a.
Fund Structure
Redemption Terms
30 days notice required
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)
€100,000
0% p.a.
Fund Structure
Redemption Terms
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.
€100,000
8-10% p.a.
Fund Structure
Redemption Terms
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.
€100,000
5-0% p.a.
Fund Structure
Redemption Terms
N/AClosed-end CMVM-regulated private equity fund investing in hospitality operators (non-real-estate) across Portugal's tourism sector; offers two tracks — 2% p.a. fixed (Capital Preservation, exit at citizenship) or ~10% target IRR (Upside, exit at maturity); Golden Visa eligible (minimum €100,000).
€100,000
2-0% p.a.
Fund Structure
Redemption Terms
N/AINZ 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. Capital preservation strategy with attractive target returns.
€150,000
8% p.a.
Fund Structure
Redemption Terms
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.
€100,000
7-10% p.a.
Fund Structure
Redemption Terms
5 days notice required
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa .
€1,000
0% p.a.
Fund Structure
Redemption Terms
5 days notice required