Portugal Golden Visa Investment Funds
Explore our qualified Portugal Golden Visa Investment funds list with our comprehensive directory.
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11 funds found
Fund investment in Fixed Income and Digital Assets with access to Golden Visa in Portugal
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Category
Main Region
Portugal (100%)
Target Return
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
Fund Manager
Optimize Investment PartnersOpen-ended Alternative Investment Fund focused on capital preservation with 70% exposure to Portuguese corporate bonds and 30% to global equities & digital assets, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Category
Main Region
Portugal (Bonds) (70%)
Target Return
10% p.a. expected ROI
Fund Manager
3 Comma Capital SCR, S.A.Unlock Premium Fund Advisory
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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.
Category
Main Region
Portugal (100%)
Target Return
8-11% annualized
Fund Manager
Saratoga Capital PartnersYour path to secure wealth building through a diversified, actively managed multi-asset strategy combining bonds, equities, gold and deposits, tailored for Golden Visa investors in Portugal.
Closed-ended private equity fund targeting profitable SMEs and mid-caps in the "Blue Economy," with €28 m anchor commitment from the European Investment Fund and eligibility for the Portuguese Golden Visa (minimum €100 000 investment).
Category
Main Region
Portugal (85%)
Target Return
IRR > 20% & > 3.3× MoM
Fund Manager
Growth Partners Capital, S.A.Unlock Premium Fund Advisory
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Closed-ended venture capital and private equity fund targeting growth and consolidation of Portuguese industrial and circular-economy SMEs via equity, hybrid and debt instruments, structured to satisfy Golden Visa requirements.
Open-ended FCR vehicle targeting profitable Portuguese SMEs via senior secured and mezzanine debt, plus hybrid instruments, to deliver stable 5 % p.a. dividends and structured for Portuguese Golden Visa eligibility (minimum €100 000)
Portugal Golden Visa–eligible climate fund investing in solar energy-as-a-service projects and battery storage, with expedited onboarding support and community integration, managed under CMVM regulation.
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Closed-ended private equity and debt vehicle targeting mature Portuguese companies through special-situations equity and debt instruments, structured to satisfy Portuguese Golden Visa requirements.
Category
Main Region
Portugal (60%)
Target Return
Mid-teens per year (gross)
Fund Manager
Oxy Capital – SGOIC, S.A.Open-ended, FACTA-compliant public equities vehicle managed by Oxy Capital – SGOIC, S.A., investing over 60% in Portuguese listed equities and under 40% in international equities via Oxy's proprietary strategy; perpetual subscriptions with daily liquidity and no redemption fee after three years for Golden Visa investors.
Category
Main Region
Portugal (65%)
Target Return
Low teens per year (gross)
Fund Manager
Oxy Capital – SGOIC, S.A.Get Started with Your Investment Journey
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Qualified Investment Funds
All funds listed are approved by CMVM (Portuguese Securities Market Commission) and qualify for the Portugal Golden Visa program.
Regulated & Secure
Benefit from Portugal's robust regulatory framework ensuring transparency and investor protection in all Golden Visa investments.
Growth Potential
Access diverse investment opportunities across various sectors including technology, real estate, and renewable energy.
About Portugal Golden Visa Investment Funds
Portugal's Golden Visa program offers a pathway to European residency through qualifying investments. Investment funds represent one of the most popular and accessible routes, requiring a minimum investment of €500,000 in approved funds.
These funds are carefully regulated by the Portuguese Securities Market Commission (CMVM) and must meet specific criteria to qualify for the Golden Visa program. They offer investors the opportunity to diversify their portfolio while obtaining European residency rights.
Our comprehensive directory helps you navigate the available options, compare fund performance, and make informed investment decisions for your Golden Visa application.