Steady Growth Investment Fund
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.
Minimum Investment
€0
Target Return
N/A
Fund Size
N/A
Term
Perpetual (open-ended)
Established
0
Regulated By
N/A
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: 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
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 %.
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 Steady Growth Investment Fund
Minimum: €0
Fund target: N/A
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.