This website provides information for general purposes only.Read our full disclaimer
Movingto Logo
Tag

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

Sorted by relevance

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

500,000

TARGET ANNUAL RETURN

4.2% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

5 days notice required

Management: 0%Performance: 0%

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 ANNUAL RETURN

10% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily

5 days notice required

Management: 1.5%Performance: 20%

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.

MINIMUM INVESTMENT

500,000

TARGET ANNUAL RETURN

N/A

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Not Available
Closed
Management: 0%Performance: 0%

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

15-20% annually

FUND STRUCTURE

Closed-ended
(7 years)

REDEMPTION TERMS

End of Term
Closed
Management: 2%Performance: 20%

Lince Yield Fund, FCR

GV Eligible
Open

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)

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

5% annually

FUND STRUCTURE

Closed-ended
(6 years)

REDEMPTION TERMS

End of Term
Closed
Management: 2%Performance: 20%

Solar Future Fund

GV Eligible
Open

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.

MINIMUM INVESTMENT

250,000

TARGET ANNUAL RETURN

12% annually

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily
0
Management: 2%Performance: 20%

Mercúrio Fund II, FCR

GV Eligible
Open

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

Mid-teens per year (gross)

FUND STRUCTURE

Closed-ended
(10 years)

REDEMPTION TERMS

End of Term
Closed
Management: 2%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 ANNUAL RETURN

Low teens per year (gross)

FUND STRUCTURE

Open-ended

REDEMPTION TERMS

Daily
0
Management: 1.2%Performance: 20%

Flex Space Fund

GV Eligible
Open

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.

MINIMUM INVESTMENT

100,000

TARGET ANNUAL RETURN

11.65% annually

FUND STRUCTURE

Closed-ended
(8 years)

REDEMPTION TERMS

End of Term
Closed
Management: 1.5%Performance: 20%

Lakeview Fund

GV Eligible
Open

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.

MINIMUM INVESTMENT

650,000

TARGET ANNUAL RETURN

10% annually

FUND STRUCTURE

Closed-ended
(6 years)

REDEMPTION TERMS

End of Term
Closed
Management: 2%Performance: 20%

Frequently Asked Questions about Small-cap < €50M Portugal Golden Visa Investment Funds