Investment Funds
We introduce you to some of the most popular funds qualified for golden visa application.
These venture capital / private equity funds are managed by respected fund management companies in Portugal. Each with a unique profile and investment strategy that appeals to clients with different investment objectives and risk profiles.
Portugal Golden Visa Investment Funds
Below are Portuguese Golden Visa eligible investment funds.
Fund investment has a minimum investment threshold of 500k euros. But you can split your investment into multiple funds to further diversify, and balance your risk and return of the investment.
Here is our previous post about some fundamental advantages of fund investments. The post also talks about some of the decision making point when choosing a fund. The minimum investment threshold has increased, but the fundamentals are still the same.
The Golden Portugal is THE expert in getting Portugal Golden Visa by the Investment Fund Route. Take a look at our client profile for 2021 where almost 90% of our clients have chosen the fund route. Our core team members are all from the financial industry, with ample of experiences and strong connections in asset management and the Portuguese fund industry.
Talk to us if you want to navigate in this pool of newly created funds and equip yourself with the background and knowledge of making a sound investment that matches your objectives and goals, while managing a balanced risk and return according to your own risk profile.
Insight Fund
A non leverage real estate fund that invests in rental properties and residential developments in Portugal. Annual return of 3%. You can have the option to get the principal or an apartment in lieu of getting the principal in year 6.
- Qualified Portugal Golden Visa Investment Funds
Ceres Fund
Invests in rental premises used by food retail business (mainly supermarkets), one of the few sectors in Portugal not negatively affected by the pandemic. The fund has two sub-funds, one more conservative and the other riskier. Target annual return is 7% and above. There is a put option that investors can exercise at year 6 to get their principal back, with a cap on return of 3% per year for the more conservation sub-fund or 4.5% per year for the less conservative.
- Qualified Portugal Golden Visa Investment Funds
Next Fund
Invests in prime commercial assets in a high-street retail, logistics, and specialised offices such as health centres, co-working spaces, mainly in Lisbon and also in other Mediterranean cities like Madrid, Milan, Athens, where they can seek good opportunities for acquiring assets and taking advantages of the anticipated rebound. Target preferred dividend is 3% annually, with a target total return of 11% p.a. (at the exit).
- Qualified Portugal Golden Visa Investment Funds!
Portugal 88
A real estate fund that invest in the luxury airbnb residences. Anticipated return of 5% with owner’s usage in the luxury residence.
- Portugal Golden Visa Qualified Funds
Iberian Student Living
A real estate fund that invest in student accommodations. With a minimum of 60% of the investment in Portugal. Target annual return of 7%.
- Portugal Golden Visa Qualified Funds
Atlantic Via Capital Fund
Invests in Portuguese real-estate properties focusing on distressed assets, unique property with strong upside potential and properties with existing cash flows. Unique feature of switching to a property at the end of 6 years.
- Portugal Golden Visa Qualified Funds
Black Bull Fund
A real estate fund that invest in a wide range of sectors with a focus on asset with good cash flow and high quality tenants and asset with strong upside. Also direct investment in companies in sectors of healthcare, energy, etc. Target return of 8%. Fund manager – Quadrantis Capital
- Portugal Golden Visa Eligible Funds
New Edge Fund
A fund that invest in 40% bonds or equivalent assets and 60% in real assets.
- Portugal Golden Visa Eligible Funds
Portugal Opportunity Fund
Invests in hospitality, top tier residential and student housing real estate, for value add opportunities. 30% yield and 70% growth strategy. Target annual return around 8%.
- Portugal Golden Visa Eligible Funds
Pela Terra Fund
Invests one of the lowest volatile asset – agricultural land, in buy-and-lease arrangements with large-scale growers, and a buy back scheme in 5-6 years where the produce are mature. Target preferred dividend of 5% per year and 14% return at exit.
- Qualified Portugal Golden Visa Investment Funds
Odeon Fund
Invests in two residential projects for sale, an upscale restaurant and a hotel, for the rental income. Target dividend of 4% per year and 11% return at exit.
- Qualified Portugal Golden Visa Investment Funds!
Prima Fund
Invests in branded luxury residence. Yield from 2.5% and up depending on the tranche of investment. You will also have the option to get a property of the branded residence at the end instead of getting the principle.
- Qualified Portugal Golden Visa Investment Funds!
Impacto Fund
Invests in prime residential developments in Portugal. Target annual return of 3%.
- Eligible Portugal Golden Visa Investment Funds
Arta Fund
Invests in mainly prime residential developments in Portugal and UK. Target return of 3%. There is an option to get a studio or one-bed apartment in lieu of the principal.
- Eligible Portugal Golden Visa Investment Funds
Blue Crow Fund
Invest in commercial, industrial, logistics and agricultural leasing assets that have been least affected by the pandemic. Looking for high quality and stable rental returns, mainly investing in projects with existing potential tenants. Target return of 5% per annum
- Eligible Portugal Golden Visa Investment Funds
Portuguese Growth Fund
Invests in residential A typical PE fund with a broad perspective and investment scope that invests in SME companies, with a diversified industry. Sources strong active minority share positions in niche leaders, innovators and growth companies in Portugal with revenues over €10 million. Target annual return around 15%.
- Qualified Portuguese Golden Visa Investment Funds
Sharing Fund
Invests in an educational project consisting two existing and two new international baccalaureate (IB) schools and a student residence. Target annual return of 7%. There is a put option that investors can exercise at year 6 or year 10 to get their principle back, with a cap on return of 4%.
- Qualified Portuguese Golden Visa Investment Funds
Indico Fund
A niche fund that invests in Blue economy and ocean sustainability, partnered with Pristine Sea, an initiative of National Geographic.
- Qualified Portuguese Golden Visa Investment Funds
Portugal Gateway
Invests in young enterprises in Portugal that is expanding globally. A joint venture with Portugal Ventures, the largest and most active VC investor in Portugal. Target annual return of 10%.
- Qualified Portuguese Golden Visa Investment Funds
Aston Gold Fund
Closed for subscription
Inception One Fund
Closed for subscription
Golden Bridge Fund
Closed for subscription
Articles on Portugal Golden Visa Investment Funds
Find Real estate investment options for Portugal Golden Visa.
What is Portugal Golden Visa? – A Complete Summary
