Portugal Tax Free Investment Funds
Browse 4 funds specializing in Tax Free eligible for the Golden Visa.
Avg. Target Yield
8.7% p.a.
Avg. Lock-up Period
Varies
GV Eligible
4 of 4
Horizon Fund is an open-ended, CMVM-regulated alternative fund that blends Portuguese fixed income with exposure to large-cap digital assets. Managed by Octanova SCR, it aims for long-term growth and eligibility for the Golden Visa by investing 65% in high-quality Portuguese bonds and up to 35% in BTC, ETH, and SOL through regulated custodians.
Flex Space Fund
A CMVM-regulated, SFDR Article 8 venture capital fund managed by Insula Capital that invests in Portuguese flexible workspaces, offering Golden Visa–eligible exposure to the “future of work” with targeted dividends from year two onwards.
Portugal Investment 1, a closed-end private equity fund structured as a Fundo de Capital de Risco (FCR). The fund mainly puts money into Portuguese companies, especially in hospitality, tourism, and industry, aiming for long-term growth while following the new rules for Portugal's Golden Visa funds after 2023.
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
Frequently Asked Questions about Tax Free Portugal Golden Visa Investment Funds
What are Tax Free Golden Visa investment funds?
Tax Free Golden Visa investment funds are specialized investment vehicles that focus on tax free sectors and are eligible for Portugal's Golden Visa program. These funds allow non-EU investors to obtain Portuguese residency by investing €500,000 or more in qualified tax free investment opportunities.
How many Tax Free Golden Visa funds are available?
Currently, there are 4 tax free funds available in our directory that are eligible for the Portugal Golden Visa program. Each fund has been verified to meet the program's requirements and investment criteria.
What is the minimum investment for Tax Free Golden Visa funds?
Portugal Golden Visa fund route requires €500,000 total investment (post-October 2023 regulatory changes), with no real estate exposure permitted. Individual tax free fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Source: IMI Daily regulatory updates.
Are Tax Free Golden Visa funds safe investments?
Tax Free Golden Visa funds are regulated investment vehicles that must meet strict criteria set by Portuguese authorities. While all investments carry risk, these funds are subject to regulatory oversight and must demonstrate their ability to support Portugal's economic development goals in the tax free sector.
How long do I need to hold my investment in Tax Free Golden Visa funds?
For Golden Visa eligibility, you must maintain your investment in Tax Free 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.
Can I include family members in my Tax Free Golden Visa application?
Yes, when investing in Tax Free 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.