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
Multi-asset, daily liquidity fund, combining capital preservation and growth: 65% Portuguese corporate bonds; 20% global equities; 15% alternative assets (Bitcoin and gold).
Min. investment in fund: €100,000 ·
Fund term: Open-ended ·
Sign up by: Open-ended
Invests in climate & deep-tech startups in Portugal and Europe, that are validated by both its corporate partners and the EU's funding programs, with proven business models, and high scaling potential. Offers an option to qualify for IFICI tax regime (NHR 2.0).
Min. investment in fund: €150,000 ·
Fund term: 8+ years ·
Sign up by: June 2027