No Lock-Up Golden Visa Investment Funds
Compare 1 No Lock-Up investment fund for Golden Visa applications.
Optimize Portugal Golden Opportunities Fund
Open-ended UCITS securities fund investing in Portuguese listed equities and bonds. The manager's KID states that redemption requests can be made daily and recommends a five-year holding period; the prospectus states that settlement is normally five business days after a request and that redemptions can be suspended in defined circumstances.
Frequently Asked Questions about No Lock-Up Portugal Golden Visa Investment Funds
No Lock-Up Golden Visa investment funds are specialized investment vehicles that focus on no lock-up 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 no lock-up investment opportunities—subject to verification by Portuguese legal counsel.
Currently, there are 1 no lock-up fund 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 no lock-up 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. No Lock-Up 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.