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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

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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.

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%

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 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.

Minimum Investment

100,000

Target Return

5-0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:0.2%
Performance:25%

Closed-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).

Minimum Investment

100,000

Target Return

2-0% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

N/A
Management:0.2%
Performance:25%

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.

Minimum Investment

150,000

Target Return

8% p.a.

Fund Structure

Closed-ended(8 years)

Redemption Terms

End of Term
Closed
Management:1.6%
Performance:15%

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%

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

1,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.8%
Performance:0%

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