Horizon Fund
Fund investment in Fixed Income and Digital Assets with access to Golden Visa in Portugal
Minimum Investment
€100,000
Target Return
15-20% projected IRR
Fund Size
100 Million EUR
Term
6 years
Established
2023
Regulated By
Octanova SCR, S.A. (registered with CMVM)
Location
Portugal
Proprietary Risk Assessment
Our comprehensive risk scoring methodology evaluates funds across multiple dimensions
Overall Risk Score
High Risk
Key Assumptions & Mappings
Disclaimer: This proprietary risk assessment is for informational purposes only and should not be considered as investment advice. Risk scores are based on our internal methodology and may not reflect all relevant factors. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
Investment Processing Timeline
Expected processing time: 13-21 days
Initial Review
1-2 daysDocument verification and preliminary assessment
Due Diligence
3-5 daysBackground checks and compliance verification
Golden Visa Review
5-7 daysImmigration compliance and eligibility verification
Regulatory Approval
3-5 daysFund-specific regulatory compliance review
Final Approval
1-2 daysInvestment committee review and final approval
Important Notes
- • Processing times are estimates and may vary based on application complexity
- • Additional documentation requests may extend processing time
- • Peak periods may result in longer processing times
- • We'll keep you updated at each stage of the process
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About the Fund
Horizon Fund is the first Golden-Visa-eligible SCR vehicle in Portugal, offering a blended strategy of 65% investment-grade Portuguese corporate bonds and 35% large-cap digital assets (e.g. Bitcoin, Ethereum). As an open-ended fund with monthly subscriptions and redemptions, it provides both liquidity and stability: bond holdings generate steady income while crypto allocations capture growth potential. A robust risk-management framework—including stop-loss triggers, liquidity buffers and independent oversight—helps control volatility. Early redemptions (within 5 years) incur a 2% fee to align investor horizons, after which redemptions are processed daily. Managed by Octanova SCR with seasoned fixed income and blockchain experts, Horizon Fund targets a 15–20% IRR over a six-year term, with full transparency via quarterly reports and annual audited statements.
Important Notice for Investors
Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.
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ROI Calculator for Horizon Fund
Minimum: €100,000
Fund target: 15-20% projected IRR
Important Legal Disclaimer
This calculator is for illustrative purposes only and does not constitute investment advice. Actual returns may vary significantly and are not guaranteed. Past performance does not predict future results. Investment in funds involves risk, including the possible loss of principal. Please consult with qualified financial advisors before making investment decisions. The expected returns shown are targets only and may not be achieved.