No Lock-Up Golden Visa Investment Funds
Compare 2 No Lock-Up investment funds for Golden Visa applications.
Optimize Portugal Golden Opportunities Fund
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.
Heed Top Investment Fund
A CMVM-regulated, open-ended alternative investment fund that invests primarily in Portuguese bonds and equities, with flexibility to allocate to ETFs, other funds, and international securities for diversification
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 2 no lock-up funds 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 total investment (post-October 2023 regulatory changes), with no real estate exposure permitted. 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 Lock-Up funds marketed for the Golden Visa are regulated investment vehicles subject to oversight. While all investments carry risk, these funds must demonstrate their ability to support Portugal's economic development goals in the no lock-up sector. Consult with legal and financial advisors before investing.
For Golden Visa purposes, you must maintain your investment in No Lock-Up 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. Confirm all requirements with Portuguese legal counsel.
Yes, when investing in No Lock-Up 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.