Portugal Golden Visa: List of Open-Ended Funds 🇵🇹
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Since 2023, fund investments have become the most popular route to qualify for the Portuguese Golden Visa.
And given the uncertainty about the the proposed changes to the Nationality Law (which may increase the time to qualify for citizenship to 10 years), it’s probably for the better to invest in a fund where you can easily sell or liquidate your investment at any time.
Open-ended funds fit this bill. They are often mutual funds invested in liquid assets (such as listed equities and bonds) where you can redeem your investment at the current market price at any time. Currently, 9 out of the 37 funds listed on Nomad Gate are open-ended.
To make it easier to identify this type of fund we’ve included all the open-ended funds here:
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By clicking below, you certify that you are not a US resident as defined by Regulation S under the Securities Act of 1933.
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Portugal Liquid Opportunities
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.
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€100,000
Subscription deadline
Open-ended
Duration
Open-ended
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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.
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€1,000
Subscription deadline
Open-ended
Duration
Open-ended
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C2 Atlantic Open-Ended Fund
The portfolio blends equities, bonds, and commodities, each playing a complementary role, to stay balanced and resilient across changing economic cycles.
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€100,000
Subscription deadline
Open-ended
Duration
Open-ended
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Portugal Golden Income Fund
Multi-asset, daily liquidity fund, combining capital preservation and growth: 65% Portuguese corporate bonds; 20% global equities; 15% alternative assets (Bitcoin and gold).
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€100,000
Subscription deadline
Open-ended
Duration
Open-ended
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Heed Top
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%.
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€100,000
Subscription deadline
Open-ended
Duration
Open-ended
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Atlantic Bond Fund
A pure capital preservation strategy: 60% core allocation to Portuguese corporate bonds, 40% exposure to highly diversified European credit, and gold.
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€150,000
Subscription deadline
January 1, 2199
Duration
Open-ended
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Horizon Fund
Open-ended fund that invests 65% in Portuguese Large Cap Corporate Bonds and 35% in ETFs of Digital Assets (BTC).
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€100,000
Subscription deadline
Open-ended
Duration
Open-ended
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Sixty Degrees Ações Portugal
Mutual fund investing in equities listed in regulated markets and that have a daily quotation and liquidity.
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€100,000
Subscription deadline
Open-ended
Duration
Open-ended
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IMGA Ações Portugal
Mutual fund which invests in the Portuguese stock market. The highest annual management fee of the qualifying mutual funds at 2.175%.
Minimum investment This is the minimum investment needed for the specific fund. The total investment across funds in order to qualify for the Golden Visa still needs to be at least €500,000
€1,000
Subscription deadline
Open-ended
Duration
Open-ended
You can also click here to learn about all 37 available funds.
Disclaimer: The above list has been crowdsourced based on information received by Nomad Gate community members and fund representatives. The inclusion of a particular fund on this list does not constitute an endorsement by Nomad Gate, nor can we guarantee the accuracy of the information contained herein. Nothing on this website constitutes investment advice.
