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
Horizon Fund
Open Ended Fund investing 65% in Portuguese Fixed Income and 35% in Digital Assets with access to Golden Visa in Portugal
€100,000
15-20% p.a.
Fund Structure
Redemption Terms
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
€500,000
4.2% p.a.
Fund Structure
Redemption Terms
5 days notice required
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.
€100,000
Low teens per year (gross)
Fund Structure
Redemption Terms
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.
€100,000
5% p.a.
Fund Structure
Redemption Terms
An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.
€100,000
Consistent income above Portuguese sovereign yields
Fund Structure
Redemption Terms
1 days notice required
An open-end real estate fund specializing in senior living and long-term rental residential assets in Portugal, targeting demographic demand drivers.
€500,000
Stable rental yields with capital appreciation from demographic tailwinds
Fund Structure
Redemption Terms
30 days notice required
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.
€500,000
20% p.a.
Fund Structure
Redemption Terms
1 days notice required