Small-cap < €50M Portugal Golden Visa Investment Funds
Explore Small-cap < €50M 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.
10 funds tagged with Small-cap < €50M
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 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.
€100,000
10% p.a.
Fund Structure
Redemption Terms
5 days notice required
Your path to secure wealth building through a diversified, actively managed multi-asset strategy combining bonds, equities, gold and deposits, tailored for Golden Visa investors in Portugal.
€500,000
N/A
Fund Structure
Redemption Terms
Closed-ended venture capital and private equity fund targeting growth and consolidation of Portuguese industrial and circular-economy SMEs via equity, hybrid and debt instruments, structured to satisfy Golden Visa requirements.
€100,000
15-20% p.a.
Fund Structure
Redemption Terms
Open-ended FCR vehicle targeting profitable Portuguese SMEs via senior secured and mezzanine debt, plus hybrid instruments, to deliver stable 5 % p.a. dividends and structured for Portuguese Golden Visa eligibility (minimum €100 000)
€100,000
5% p.a.
Fund Structure
Redemption Terms
Portugal Golden Visa–eligible climate fund investing in solar energy-as-a-service projects and battery storage, with expedited onboarding support and community integration, managed under CMVM regulation.
€250,000
12% p.a.
Fund Structure
Redemption Terms
Closed-ended private equity and debt vehicle targeting mature Portuguese companies through special-situations equity and debt instruments, structured to satisfy Portuguese Golden Visa requirements.
€100,000
Mid-teens per year (gross)
Fund Structure
Redemption Terms
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
Flex Space Fund
A CMVM-regulated, closed-end private equity fund investing exclusively in district.space, a Portuguese flex office operator, targeting an underdeveloped market with strong demand and guaranteed exit.
€100,000
11.65% p.a.
Fund Structure
Redemption Terms
Lakeview Fund
Investment opportunity in the development of a 5-star luxury tourist complex in Portugal's West Region, near Óbidos, offering attractive projected returns and lifestyle benefits.
€650,000
10% p.a.