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Portugal Short lock-up (<5 years) Investment Funds

Browse 2 funds specializing in Short lock-up (<5 years) eligible for the Golden Visa.

Avg. Target Yield

5.0% p.a.

Avg. Lock-up Period

Varies

GV Eligible

2 of 2

OC

Horizon Fund

Verified
GV Eligible
Open
Crypto

Horizon Fund is an open-ended, CMVM-regulated alternative fund that blends Portuguese fixed income with exposure to large-cap digital assets. Managed by Octanova SCR, it aims for long-term growth and eligibility for the Golden Visa by investing 65% in high-quality Portuguese bonds and up to 35% in BTC, ETH, and SOL through regulated custodians.

Min. Investment100,000
Target Return0-0% p.a.
RedemptionMonthly
Fees:2%Mgmt·20%Perf
Other

IMGA Ações Portugal is a long-established equity fund focused exclusively on companies listed on the Portuguese stock market. Active since 1995 and managed by IM Gestão de Ativos, the fund seeks to grow your investment over time by holding a variety of Portuguese stocks, with daily updates on value, no fees for joining or leaving, and a strong history of performance over many years.

Min. Investment500
Target Return0–20% p.a.
RedemptionDaily
Fees:2.175%Mgmt·NonePerf

Frequently Asked Questions about Short lock-up (<5 years) Portugal Golden Visa Investment Funds

What are Short lock-up (<5 years) Golden Visa investment funds?

Short lock-up (<5 years) Golden Visa investment funds are specialized investment vehicles that focus on short lock-up (<5 years) sectors and are eligible for Portugal's Golden Visa program. These funds allow non-EU investors to obtain Portuguese residency by investing €500,000 or more in qualified short lock-up (<5 years) investment opportunities.

How many Short lock-up (<5 years) Golden Visa funds are available?

Currently, there are 2 short lock-up (<5 years) funds available in our directory that are eligible for the Portugal Golden Visa program. Each fund has been verified to meet the program's requirements and investment criteria.

What is the minimum investment for Short lock-up (<5 years) Golden Visa funds?

Portugal Golden Visa fund route requires €500,000 total investment (post-October 2023 regulatory changes), with no real estate exposure permitted. Individual short lock-up (<5 years) fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Source: IMI Daily regulatory updates.

Are Short lock-up (<5 years) Golden Visa funds safe investments?

Short lock-up (<5 years) Golden Visa funds are regulated investment vehicles that must meet strict criteria set by Portuguese authorities. While all investments carry risk, these funds are subject to regulatory oversight and must demonstrate their ability to support Portugal's economic development goals in the short lock-up (<5 years) sector.

How long do I need to hold my investment in Short lock-up (<5 years) Golden Visa funds?

For Golden Visa eligibility, you must maintain your investment in Short lock-up (<5 years) 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.

Can I include family members in my Short lock-up (<5 years) Golden Visa application?

Yes, when investing in Short lock-up (<5 years) 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.