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Balanced Golden Visa Investment Funds
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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 PartnersYour 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.