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Low Risk Golden Visa Investment Funds

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5 funds tagged with Low Risk

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Fund investment in Fixed Income and Digital Assets with access to Golden Visa in Portugal

Category

Mixed

Main Region

Portugal (35%)

Target Return

15-20% projected IRR

Fund Manager

Octanova SCR, S.A.

Open-ended Alternative Investment Fund focused on capital preservation with 70% exposure to Portuguese corporate bonds and 30% to global equities & digital assets, offering daily liquidity and eligibility for the Portuguese Golden Visa.

Category

Multi-Asset

Main Region

Portugal (Bonds) (70%)

Target Return

10% p.a. expected ROI

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

Open-ended FCR vehicle targeting profitable Portuguese SMEs via senior secured and mezzanine debt, plus hybrid instruments, to deliver stable 5 % p.a. dividends and structured for Portuguese Golden Visa eligibility (minimum €100 000)

Main Region

Portugal (100%)

Target Return

5% p.a. stable dividends

Open-ended, FACTA-compliant public equities vehicle managed by Oxy Capital – SGOIC, S.A., investing over 60% in Portuguese listed equities and under 40% in international equities via Oxy's proprietary strategy; perpetual subscriptions with daily liquidity and no redemption fee after three years for Golden Visa investors.

Category

Mixed

Main Region

Portugal (65%)

Target Return

Low teens per year (gross)

Frequently Asked Questions about Low Risk Golden Visa Funds