Portugal UCITS Investment Funds
Browse 2 funds specializing in UCITS eligible for the Golden Visa.
Avg. Target Yield
20.0% p.a.
Avg. Lock-up Period
Varies
GV Eligible
2 of 2
The Optimize Portugal Golden Opportunities Fund is an open-ended UCITS investment fund designed to meet Portugal Golden Visa requirements through regulated capital markets exposure. Managed by Optimize Investment Partners SGOIC, it focuses primarily on Portuguese listed equities and debt securities, with no direct or indirect real estate exposure. The fund offers daily liquidity, transparent NAV pricing, and CMVM supervision, positioning it as a liquid alternative to traditional closed-ended Golden Visa funds.
IMGA Ações Portugal is a long-established equity fund focused exclusively on companies listed on the Portuguese stock market. Active since 1995 and managed by IM Gestão de Ativos, the fund seeks to grow your investment over time by holding a variety of Portuguese stocks, with daily updates on value, no fees for joining or leaving, and a strong history of performance over many years.
Frequently Asked Questions about UCITS Portugal Golden Visa Investment Funds
What are UCITS Golden Visa investment funds?
UCITS Golden Visa investment funds are specialized investment vehicles that focus on ucits 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 ucits investment opportunities.
How many UCITS Golden Visa funds are available?
Currently, there are 2 ucits 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 UCITS 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 ucits fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Source: IMI Daily regulatory updates.
Are UCITS Golden Visa funds safe investments?
UCITS 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 ucits sector.
How long do I need to hold my investment in UCITS Golden Visa funds?
For Golden Visa eligibility, you must maintain your investment in UCITS 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 UCITS Golden Visa application?
Yes, when investing in UCITS 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.