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Open Ended Portugal Golden Visa Investment Funds

Explore Open Ended 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.

7 funds tagged with Open Ended

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Open Ended Fund investing 65% in Portuguese Fixed Income and 35% in Digital Assets with access to Golden Visa in Portugal

Minimum Investment

100,000

Target Return

15-20% p.a.

Fund Structure

Open-ended

Redemption Terms

Monthly
0
Management:2%
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

500,000

Target Return

4.2% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:0%
Performance:0%

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

Low teens per year (gross)

Fund Structure

Open-ended

Redemption Terms

Daily
0
Management:1.2%
Performance:20%

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.

Minimum Investment

100,000

Target Return

5% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily
0
Management:1.5%
Performance:20%

An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.

Minimum Investment

100,000

Target Return

Consistent income above Portuguese sovereign yields

Fund Structure

Open-ended

Redemption Terms

Daily

1 days notice required

Management:1%
Performance:0%

An open-end real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.

Minimum Investment

500,000

Target Return

Stable rental yields with capital appreciation from demographic tailwinds

Fund Structure

Open-ended

Redemption Terms

Quarterly

30 days notice required

Management:1.5%
Performance:10%

An open-end equity fund focused exclusively on equities listed on Euronext Lisbon and other regulated Portuguese markets, seeking to outperform the PSI-20 index.

Minimum Investment

500,000

Target Return

20% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

1 days notice required

Management:1.5%
Performance:15%

Frequently Asked Questions about Open Ended Portugal Golden Visa Investment Funds