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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.

9 funds tagged with Open Ended

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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.

Minimum Investment

100,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
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

0% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
Management:1.5%
Performance:10%

Open-ended private equity & venture capital fund focused on value creation in unlisted Portuguese SMEs and mid-caps via special-situations investments, structured to satisfy Portuguese Golden Visa requirements.

Minimum Investment

150,000

Target Return

8-11% p.a.

Fund Structure

Open-ended

Redemption Terms

Not Available
Closed
Management:1%
Performance:20%

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

8-10% p.a.

Fund Structure

Open-ended

Redemption Terms

Weekly
Management:1.2%
Performance:20%

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

0-20% p.a.

Fund Structure

Open-ended

Redemption Terms

N/A
Management:1.5%
Performance:15%

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

5-0% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.5%
Performance:20%

Open-ended Alternative Investment Fund focused on capital preservation with 70% exposure to Portuguese corporate bonds and 30% to global equities & digital assets, offering daily liquidity and eligibility for the Portuguese Golden Visa.

Minimum Investment

100,000

Target Return

7-10% p.a.

Fund Structure

Open-ended

Redemption Terms

Weekly

5 days notice required

Management:1.5%
Performance:20%

Horizon Fund

Verified
GV Eligible
Open

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

0% p.a.

Fund Structure

Open-ended

Redemption Terms

Monthly

15 days notice required

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

1,000

Target Return

0% p.a.

Fund Structure

Open-ended

Redemption Terms

Daily

5 days notice required

Management:1.8%
Performance:0%

Frequently Asked Questions about Open Ended Portugal Golden Visa Investment Funds