Target yield 5%+ Golden Visa Investment Funds
Compare 4 Target yield 5%+ investment funds for Golden Visa applications.
Lince Yield Fund, FCR
Lince Yield Fund, FCR is a regulated Portuguese private credit and income-focused fund targeting a 5% annual yield. It finances mature, financially sound SMEs through secured and mezzanine debt, prioritising capital preservation and stable distributions. Built for risk-averse Golden Visa investors, it combines defensive credit strategies with the safeguards of a CMVM-supervised FCR.
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Fortitude Portugal Special Situations II is a CMVM-regulated private equity fund focused on special situations across Portugal and Iberia. Backed by institutional partners and led by former Goldman Sachs leadership, the fund targets event-driven opportunities in industries from energy to hospitality. It aims for 15–20% net returns while remaining eligible for Portugal’s Golden Visa program.
3CC Portugal Golden Income Fund
The 3CC Portugal Golden Income Fund is an open-ended, CMVM-regulated alternative investment fund managed by 3 Comma Capital. It blends stable income from Portuguese corporate bonds with growth exposure to U.S. and global equities, digital assets and gold, while meeting all eligibility requirements for the Portuguese Golden Visa.
IMGA Futurum Tech Fund
The IMGA Futurum Tech Fund is a specialised Venture Capital Fund (FCR) regulated by the CMVM and domiciled in Portugal. The fund targets high-growth technology companies in the "Atlantic Corridor" through a strategic partnership between IM Gestão de Ativos (IMGA), Portugal's largest independent asset manager, and Futurum Capital. It offers investors a Golden Visa–eligible route (Capital Transfer) with zero real estate exposure, focusing on scalable startups bridging the Brazilian and Portuguese ecosystems.
Frequently Asked Questions about Target yield 5%+ Portugal Golden Visa Investment Funds
Target yield 5%+ Golden Visa investment funds are specialized investment vehicles that focus on target yield 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 5%+ investment opportunities—subject to verification by Portuguese legal counsel.
Currently, there are 4 target yield 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 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 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 5%+ sector. Consult with legal and financial advisors before investing.
For Golden Visa purposes, you must maintain your investment in Target yield 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 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.