Portugal Golden Visa: Investment Fund Directory 🇵🇹
⚠️ Important update: Starting October 7, 2023, only investments into funds that do not invest in real estate (directly or indirectly) will still qualify for the Golden Visa. It may take some time for us to update all our relevant content. For the time being you are likely to find funds in our directory that no longer qualifies. Until the new regulations are in place (hopefully by the end of 2023) it’s not possible to determine exactly which funds will or will not qualify going forward. If you want to invest in a fund before then, please only invest in funds that have nothing to do with real estate!
Fund investments have become an increasingly popular route to qualify for the Portuguese Golden Visa. Starting in late 2023, it will likely become the by far most popular investment option as the long-time favorite real estate option is being phased out.
On this page you’ll find some of the most popular funds available. Note that funds that directly or indirectly invest in real estate will also no longer qualify starting in the fall of 2023. Keep this in mind when selecting your investment.
Currently, we are listing 27 available funds (before the GV rules change). Not all of these will qualify in 2024 onwards.
Here are some of the more popular funds which are also likely to continue qualifying going forward:
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Pela Terra II
Strategy of purchasing, holding, and cultivating large orchards, with a long term focus on organic transition and soil health.
€200,000
Subscription deadline
November 1, 2025
Duration
8 years
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SHARING Education Fund
Investment in IB schools in Tagus Park in Oeiras and Madeira.
€100,000
Subscription deadline
June 30, 2024
Duration
10 years
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Mercurio Fund
Growth/buyout of mature companies in Portugal favoring equity-like returns with strong downside protection. 10% of capital in the fund is by investment team, aligning the interest of all stakeholders.
€100,000
Subscription deadline
December 31, 2024
Duration
7 years
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Optimize Portugal Golden Opportunities
Invests in equities and bonds (corporate and sovereign) listed in regulated markets and that have a daily quotation.
€1,000
Subscription deadline
Open-ended
Duration
Open-ended
You can also click here to learn about all 27 available funds.