Below you’ll find a list of funds qualifying for the Portuguese Golden Visa (which you can read more about on Nomad Gate).
Over the years this investment option has gained popularity, although from 2022 the minimum investment needed to qualify for a Golden Visa has been increased to €500,000 per family. Still, especially given the promise of higher returns and the ease of completing the investment remotely, the fund option remains a popular option for those who don’t mind the higher minimum investment amount.
Click to learn more about each individual fund below:
Invests in equities and bonds (corporate and sovereign) listed in regulated markets and that have a daily quotation.
Min. investment in fund: €1,000 ·
Fund term: Open-ended ·
Sign up by: Open-ended
Investment in public equities with >60% allocation to the largest Portuguese listed equities and <40% allocated to Oxy Capital’s proprietary international listed equities strategy.
Min. investment in fund: €100,000 ·
Fund term: Open-ended ·
Sign up by: Open-ended
The portfolio blends equities, bonds, and commodities, each playing a complementary role, to stay balanced and resilient across changing economic cycles.
Min. investment in fund: €100,000 ·
Fund term: Open-ended ·
Sign up by: Open-ended
Strategy of purchasing, holding, and cultivating large orchards, with a long term focus on organic transition and soil health.
Min. investment in fund: €200,000 ·
Fund term: 8 years ·
Sign up by: November 1, 2025
Focuses on renewable energy, energy efficiency and clean mobility.
Min. investment in fund: €150,000 ·
Fund term: 8 years ·
Sign up by: February 2026
Invests into winning areas of the Portuguese economy such as tourism, renewable energy, healthcare and agriculture all in co-investment with leading fund managers in those areas.
Min. investment in fund: €100,000 ·
Fund term: 7 years ·
Sign up by: April 2026
Open-ended fund that invests at least 60% of the portfolio in equities and bonds of Portuguese companies and the remaining can be allocated internationally, from sovereign bonds to ETFs. The maximum exposure to equities is 65%.
Min. investment in fund: €100,000 ·
Fund term: Open-ended ·
Sign up by: Open-ended