The Golden Visa via Investment Funds
Although the investment funds available to Golden Visa applicants have more traditional cost structures and management fees than other funds on the market, the cheapest, easiest and quickest route to obtaining the Golden Visa may be through investing in Funds.
Since 2018, interest has been growing in the option of investing in a fund that meets certain qualifications. Currently, the minimum investment amount is EUR 500,000.
Investment advantages
- You save a lot of time by not having to explore and search for properties, nor do you have to waste time managing the costs and maintenance of your property.
- You also save a lot of money on fees and taxes.
- Investment in funds is more diversified and is associated with more stable risks and rates of return, always varying according to the type of fund.
Due to CMVM (Comissão do Mercado de Valores Mobiliários, the Portuguese regulatory body) regulations, it is not possible to publish many details about individual funds, however we have contacted the managers of some of the best rated funds available to Golden Visa investors.
Golden Visa Eligible Investment Funds
Golden Heed Fund | Heed Capital
- Minimum investment for GV: EUR 500,000
- Term of fund: 8 years
- Investment profile: Real estate investment (residential and commercial).
- Open to Americans: Yes
Iberian Student Living Fund | Heed Capital
- Minimum investment for GV: EUR 500,000
- Term of fund: 6 years
- Investment profile: Portfolio of built student housing
- Open to Americans: Yes
ImpactNow Fund | Heed Capital
- Minimum investment for GV: EUR 500,000
- Term of fund: 10 years
- Investment profile: The first Portuguese Impact Venture Capital Fund managed by entrepreneurs for entrepreneurs, unlocking a significant amount of private capital and focused exclusively on the SDG 2030 agenda.
- Open to Americans: Yes
MedCapital Fund | C2 Capital
- Minimum investment for GV: EUR 500.000
- Term of fund: 10 years
- Investment profile: Investments in small and medium sized healthcare operators; regional consolidation of small operators
- Open to Americans: Yes
Innovation Fund | Lince Capital
- Minimum investment for GV: EUR 500.000
- Term of fund: 8 years + 2 years (optional)
- Investment profile: growth capital, debt strategy and start-ups
- Open to Americans: Yes
Navigator II | Lince Capital, FCR
- Minimum investment for GV: EUR 500.000
- Term of the fund: 7 years + 2 years with investment term of 5 years
- Investment profile: real estate market (residential and commercial)
- Open to Americans: Yes
Recap Fund | Insula Capital
- Minimum investment for GV: EUR 500.000
- Term of the fund: 8 years
- Investment Profile: Real Estate Investment (Residential, Office, Commerce, Hotel). Location in Portugal (minimum 60%) and Other European Capitals, Switzerland and UK (maximum 40%)
- Open to Americans: Yes
Self Storage | Insula Capital
- Minimum investment for GV: EUR 500.000
- Term of fund: 7 years
- Investment profile: Investment in the acquisition of self-storage facilities and operators located in the city center of highly fragmented, underdeveloped and fast growing markets
- Open to Americans: Yes
88 Fund | Insula Capital
- Minimum investment for GV: EUR 500.000
- Term of the fund: 8 years
- Investment profile: Investment in the luxury short term rental real estate business
- Open to Americans: Yes
Eagle Fund | Insula Capital
- Minimum investment for GV: EUR 500.000
- Term of the fund: 10 years
- Investment profile: Investment in real estate companies that finance development projects or buy commercial real estate assets for a long-term lease in the future
- Open to Americans: Yes
Although the investment funds available to Golden Visa applicants have more traditional cost structures and management fees than other funds on the market, the cheapest, easiest and quickest route to obtaining the Golden Visa may be through investing in Funds.