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Funds Managed by Celtis Venture Partners

Your 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.

Category

Multi-Asset

Main Region

Portugal (60%)

Target Return

N/A

About Our Funds

Established 0
Portugal
0M Fund Size
Multi-Asset
Open
N/A Target Return

Steady Growth Investment Fund is an open-ended, actively managed vehicle designed to deliver stable, long-term returns by blending 70 % bonds, 15 % equities, 10 % gold and 5 % deposits. The bond sleeve spans corporate and government issuers across Portugal, Europe and North America, while equity exposure is achieved via diversified stock indices and ETFs. The portfolio is rebalanced quarterly to navigate market cycles and protect capital. Despite major geopolitical and economic shocks over the past seven years, the strategy has achieved a cumulative 4.14 % gain and currently delivers an annualized return of 7.86 %.

Investment Highlights

  • • Minimum investment: €0
  • • Management fee: 0% annually
  • • Fund term: 0 years
  • • Regulated by: N/A
  • • ✅ Golden Visa eligible investment

Frequently Asked Questions

FAQs about Steady Growth Investment Fund

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Need personalized advice? Our fund advisory team can help you determine if Steady Growth Investment Fund is right for your Golden Visa investment strategy.