Short lock-up (<5 years) Golden Visa Investment Funds
Compare 2 Short lock-up (<5 years) investment funds for Golden Visa applications.
Horizon Fund
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.
IMGA Ações Portugal Fund
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.
Frequently Asked Questions about Short lock-up (<5 years) Portugal 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 marketed for Portugal's Golden Visa program (per manager statements). These funds allow non-EU investors to potentially obtain Portuguese residency by investing €500,000 or more in short lock-up (<5 years) investment opportunities—subject to verification by Portuguese legal counsel.
Currently, there are 2 short lock-up (<5 years) funds available in our directory that are marketed for the Portugal Golden Visa route (per manager statements). Each fund should be verified with Portuguese legal counsel to confirm eligibility.
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. Eligibility must be confirmed with Portuguese legal counsel.
Short lock-up (<5 years) funds marketed for the Golden Visa are regulated investment vehicles subject to oversight. While all investments carry risk, these funds must demonstrate their ability to support Portugal's economic development goals in the short lock-up (<5 years) sector. Consult with legal and financial advisors before investing.
For Golden Visa purposes, 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. Confirm all requirements with Portuguese legal counsel.
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.