Target yield 3–5% Golden Visa Investment Funds
Compare 3 Target yield 3–5% investment funds for Golden Visa applications.
3CC Atlantic Bond Fund
The Atlantic Bond Fund is an Open-ended Alternative Investment Fund designed and managed by 3 Comma Capital. The fund aims to provide its participants with capital appreciation over a five-year period, with an investment policy designed to achieve absolute returns within the recommended investment horizon (100% bond fund).
IMGA Portuguese Corporate Debt Fund
The IMGA Portuguese Corporate Debt Fund offers conservative exposure to corporate bonds and commercial paper issued mainly by Portuguese companies. It’s designed for investors seeking steady, lower-volatility returns, daily liquidity, and a strategy built around high-quality issuers with a strong foothold in Portugal’s real economy.
Corporate Bond Fund
The Corporate Bond Fund (CBF) is an open-ended fund focused on capital preservation and income generation. It is built on a core principle of risk mitigation through diversification, spanning across security types, maturities, and sector allocations. The fund offers weekly subscriptions and redemptions, with no performance fees, ensuring flexibility and cost transparency for investors. The CBF reflects ActiveCap’s commitment to transparent, disciplined, and risk-conscious portfolio management. It aims to deliver stable mid-single-digit returns while minimizing volatility and preserving capital. The CBF is currently open for subscription and eligible for the Golden Visa Programme.
Frequently Asked Questions about Target yield 3–5% Portugal Golden Visa Investment Funds
Target yield 3–5% Golden Visa investment funds are specialized investment vehicles that focus on target yield 3–5% 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 target yield 3–5% investment opportunities—subject to verification by Portuguese legal counsel.
Currently, there are 3 target yield 3–5% 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 target yield 3–5% fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Eligibility must be confirmed with Portuguese legal counsel.
Target yield 3–5% 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 target yield 3–5% sector. Consult with legal and financial advisors before investing.
For Golden Visa purposes, you must maintain your investment in Target yield 3–5% 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 Target yield 3–5% 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.