Funds Managed by Optimize Investment Partners
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 PartnersAbout Our Funds
Optimize Portugal Golden Opportunities Fund is a UCITS-compliant, open-ended vehicle designed for Golden Visa investors, blending a 75% allocation to Portuguese listed equities with 25% in bonds to achieve lower volatility and attractive long-term capital appreciation. The fund provides daily NAV and processing of subscriptions/redemptions within five business days, with no lock-up period or redemption fees. Investors benefit from PFIC compliance and the ability for U.S. persons to elect QEF treatment. The minimum investment of €500,000 (€505,255 including taxes and commissions) must be maintained for five years to satisfy Golden Visa requirements. Past performance (net of fees) includes +4.2% in 2022, +17.3% in 2023, +6.3% in 2024, and +8.4% year-to-date through April 30, 2025.
Investment Highlights
- • Minimum investment: €500,000
- • Management fee: 0% annually
- • Fund term: 0 years
- • Regulated by: CMVM (Portuguese Securities Supervisor); SEC; FINRA
- • ✅ Golden Visa eligible investment
Frequently Asked Questions
FAQs about Optimize Portugal Golden Opportunities Fund
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