Open Ended Golden Visa Investment Funds
Explore Open Ended Golden Visa Investment Funds and Compare
7 funds tagged with Open Ended
Fund investment in Fixed Income and Digital Assets with access to Golden Visa in Portugal
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Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Category
Main Region
Portugal (100%)
Target Return
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
Fund Manager
Optimize Investment PartnersAccess detailed fee analysis, performance metrics, and comparison tools
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.
Category
Main Region
Portugal (65%)
Target Return
Low teens per year (gross)
Fund Manager
Oxy Capital – SGOIC, S.A.Access detailed fee analysis, performance metrics, and comparison tools
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.
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An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.
Category
Main Region
Portugal (80%)
Target Return
Consistent income above Portuguese sovereign yields
Fund Manager
IM Gestão de Ativos (IMGA)Access detailed fee analysis, performance metrics, and comparison tools
An open-end real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.
Category
Main Region
Portugal (100%)
Target Return
Stable rental yields with capital appreciation from demographic tailwinds
Fund Manager
IM Gestão de Ativos (IMGA)Access detailed fee analysis, performance metrics, and comparison tools
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.
Category
Main Region
Portugal (100%)
Target Return
Outperform PSI-20 index through active management
Fund Manager
IM Gestão de Ativos (IMGA)Access detailed fee analysis, performance metrics, and comparison tools