Optimize Portugal Golden Opportunities Fund
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Minimum Investment
€500,000
Target Return
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
Fund Size
N/A
Term
Perpetual (open-ended)
Established
2008
Regulated By
CMVM (Portuguese Securities Supervisor); SEC; FINRA
Location
Portugal
Proprietary Risk Assessment
Our comprehensive risk scoring methodology evaluates funds across multiple dimensions
Overall Risk Score
Low 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: 12-19 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
UCITS Regulatory Approval
2-3 daysUCITS compliance and regulatory clearance
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
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.
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 Optimize Portugal Golden Opportunities Fund
Minimum: €500,000
Fund target: Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
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.