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Tax Free Golden Visa Investment Funds

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2 funds tagged with Tax Free

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Open-ended private equity & venture capital fund focused on value creation in unlisted Portuguese SMEs and mid-caps via special-situations investments, structured to satisfy Portuguese Golden Visa requirements.

Main Region

Portugal (100%)

Target Return

8-11% annualized

Mgmt Fee:
Gated
Perf Fee:
Gated
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A CMVM-regulated, open-ended alternative investment fund that invests primarily in Portuguese bonds and equities, with flexibility to allocate to ETFs, other funds, and international securities for diversification.

Category

Balanced

Main Region

Portugal (75%)

Target Return

5% annually

Mgmt Fee:
Gated
Perf Fee:
Gated
Premium Data Available

Access detailed fee analysis, performance metrics, and comparison tools

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