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UCITS Golden Visa Investment Funds

Compare 2 UCITS investment funds for Golden Visa applications.

IG

IMGA Ações Portugal Fund

GV-intended (manager-stated)
Open
Data reviewed Dec 7, 2025
Other

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.

ISIN: A: PTAFIALM0006; R: PTIG1DHM0003; P: PTIG2OHM0009; I: PTAFIJHM0003CMVM: 184Min: €500Mgmt: 2.175%
Min. Investment€500
Target Return20% p.a.Manager-stated, not guaranteed
RedemptionDaily
Fees:2.175%Mgmt·NonePerf
OI

Optimize Portugal Golden Opportunities Fund

Open
Data reviewed Dec 12, 2025
PFIC: QEF available
Other

Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa .

ISIN: PTOPZWHM0007CMVM: 1093Min: €500,000Mgmt: 1.8%
Min. Investment€500,000
Target ReturnNot disclosedManager-stated, not guaranteed
RedemptionQuarterly
Fees:1.8%Mgmt·NonePerf

Frequently Asked Questions about UCITS Portugal Golden Visa Investment Funds

UCITS Golden Visa investment funds are specialized investment vehicles that focus on ucits 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 ucits investment opportunities—subject to verification by Portuguese legal counsel.

Currently, there are 2 ucits 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 in total qualifying investment (post-October 2023 rules), which excludes funds with direct real-estate investment — confirm fund-specific eligibility with qualified Portuguese legal counsel. Individual ucits fund subscription minimums may be lower, but total qualifying investment must reach €500,000. Eligibility must be confirmed with Portuguese legal counsel.

No investment fund is risk-free, and capital is at risk — including the risk of losing some or all of your investment. UCITS funds may be regulated investment vehicles, but regulation governs conduct and disclosure; it is not a guarantee of returns or of capital protection. Outcomes depend on the fund's strategy, assets, fees, liquidity, and market conditions. Review each fund's prospectus and Key Information Document and consult your own qualified legal and financial advisers before investing.

For Golden Visa purposes you generally maintain the qualifying investment through the residence and renewal period. Holding periods and the naturalisation timeline changed under Portugal's 2026 Nationality Law and must be confirmed with qualified Portuguese legal counsel.

Portugal Golden Visa applications often allow family members (e.g. spouse, dependent children, dependent parents), but eligibility depends on relationship and dependency rules that can change — confirm with qualified Portuguese legal counsel.

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