Portugal Mixed Investment Funds
Browse 3 funds specializing in Mixed eligible for the Golden Visa.
Avg. Target Yield
8.5% p.a.
Avg. Lock-up Period
Varies
GV Eligible
3 of 3
Horizon Fund is an open-ended, CMVM-regulated alternative fund that blends Portuguese fixed income with exposure to large-cap digital assets. Managed by Octanova SCR, it aims for long-term growth and eligibility for the Golden Visa by investing 65% in high-quality Portuguese bonds and up to 35% in BTC, ETH, and SOL through regulated custodians.
The 3CC Portugal Golden Income Fund is an open-ended, CMVM-regulated alternative investment fund managed by 3 Comma Capital. It blends stable income from Portuguese corporate bonds with growth exposure to U.S. and global equities, digital assets and gold, while meeting all eligibility requirements for the Portuguese Golden Visa.
The Optimize Portugal Golden Opportunities Fund is an open-ended UCITS investment fund designed to meet Portugal Golden Visa requirements through regulated capital markets exposure. Managed by Optimize Investment Partners SGOIC, it focuses primarily on Portuguese listed equities and debt securities, with no direct or indirect real estate exposure. The fund offers daily liquidity, transparent NAV pricing, and CMVM supervision, positioning it as a liquid alternative to traditional closed-ended Golden Visa funds.
Frequently Asked Questions about Mixed Portugal Golden Visa Investment Funds
What are Mixed Golden Visa investment funds?
Mixed Golden Visa investment funds are specialized investment vehicles that focus on mixed sectors and are eligible for Portugal's Golden Visa program. These funds allow non-EU investors to obtain Portuguese residency by investing €500,000 or more in qualified mixed investment opportunities.
How many Mixed Golden Visa funds are available?
Currently, there are 3 mixed funds available in our directory that are eligible for the Portugal Golden Visa program. Each fund has been verified to meet the program's requirements and investment criteria.
What is the minimum investment for Mixed Golden Visa funds?
Portugal Golden Visa fund route requires €500,000 total investment (post-October 2023 regulatory changes), with no real estate exposure permitted. Individual mixed fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Source: IMI Daily regulatory updates.
Are Mixed Golden Visa funds safe investments?
Mixed Golden Visa funds are regulated investment vehicles that must meet strict criteria set by Portuguese authorities. While all investments carry risk, these funds are subject to regulatory oversight and must demonstrate their ability to support Portugal's economic development goals in the mixed sector.
How long do I need to hold my investment in Mixed Golden Visa funds?
For Golden Visa eligibility, you must maintain your investment in Mixed funds for a minimum of 5 years. After this period, you may be eligible for permanent residency or citizenship, depending on other requirements such as language proficiency and time spent in Portugal.
Can I include family members in my Mixed Golden Visa application?
Yes, when investing in Mixed Golden Visa funds, you can include your spouse, dependent children under 26, and dependent parents over 65 in your application. This makes the investment particularly attractive for families seeking EU residency.