Portugal Golden Visa Investment Funds

Investors can qualify for the Portuguese Golden Visa by investing at least EUR 500,000 in one of the investment funds listed in the table below. Since 2018, interest in this Golden Visa qualifying investment class has risen sharply; fund investment now account for nearly one in four Golden Visa investments in Portugal.

Golden Visa Fund Comparison Chart

Sort and filter the chart to find suitable investment funds. All are certified by CMVM, the Portuguese Securities Market Commission (similar to the SEC in the United States). If you find an error in our data, please do not hesitate to reach out to us directly: alexandra@imidaily.com

Fund Name Mgmt. Fee (p.a.) Fund Close Lifecycle (years) Minimum Investment Target p.a IRR (%) Fund Auditor Subscription Fee Fund Manager Fund Advisor Asset classes
Odeon Private 1.0% 2023-1 7 €150,000 11% Deloitte 1.0% STAG Odeon Properties Residential, Commercial RE
Self-Storage I 1.0% 2023-3 7 €150,000 7% BDO 1.0% Insula Capital Colares Capital Other: Self-Storage
NEXT 1.8% 2022-6 6 €200,000 10% BDO 1.2% STAG Optylon Krea Commercial RE
PelaTerra 1.0% 2023-1 7 €100,000 10% Deloitte 1.0% STAG Impacto Pela Terra Agricultural
Impacto 0.0% 2023-1 8 €350,000 3% BDO 1.0% STAG Impacto Capital Residential, Commercial RE
EQTY Global Growth 1.5% 2023-3 8 €100,000 7% BDO 1.5% STAG EQTY Capital Residential, Commercial RE
EQTY 1.5% 2022-5 8 €100,000 7% Deloitte 1.5% FundBox EQTY Capital Residential, Commercial RE
CGA 0.0% 2023-2 6 €50,000 15% BDO 0.0% STAG CGA Group Commercial RE
Golden Caravel 1.8% 2025-1 6 €300,000 3% 0.0% Grosvenor Square AM Commercial RE
Saratoga POR 1 0.6% Continuous Open-ended €150,000 6% KME 0.0% SCSS Saratoga Capital Mixed, ESG
Portugal Growth Ventures 1.4% 2023-5 8 €350,000 6% Baker Tilly 0.0% FundBox None Residential, Commercial RE
Portugal Yield II 1.3% 2023-9 8 €250,290 5% Ernst & Young 3.0% Iberis Capital None Commercial RE
Iberis Bluetech 0.5% 2023-1 8 €257,500 15% Ernst & Young 3.0% Iberis Capital None Technology
Portugal 88 FCR 1.3% 2023-8 8 €350,000 5% BDO 1.0% Insula Capital Iconico Residential RE
BlueCrow Growth 1.0% 2023-1 7 €52,500 6% 5.0% Bluecrow Mixed
Navigator II 1.3% 2022-8 7 €100,000 10% Ernst & Young 0.0% Lince Capital Omnium, GOW Residential, Commercial RE
MedCapital 2.0% 2025-1 10 €150,000 20% Ernst & Young 1.0% C2 Capital Healthcare, Commercial RE
Portugal Gateway 2.0% 2022-9 10 €100,000 12% BDO 0.0% Portugal Ventures Kigeni Technology
ActiveCap Opportunities 2.0% 2024-1 10 €250,000 13% ORA 2.0% ActiveCap CP ActiveCap CP Mixed
impACT NOW 2023-7 10 €100,000 Heed Capital Impact Now ESG, Startups
Indico Blue 2023-9 10 €250,000 Indico CP ESG, Startups
Planeur 2023-1 10 €350,000 Mixed
Prima Europe 1.6% 2023-1 6 €150,000 20% BDO 1.2% STAG OptylonKrea Residential RE
Sustainable Innovation 2022-8 6 €250,000 KPMG Grosvenor Healthcare, ESG, Startups
Iberian Student Living 1.0% 2023-5 9 €150,000 8% Ernst & Young 5.0% Heed Capital IPIM Residential RE
Gaia 2023-9 8 €150,000 BDO Insula Capital Agricultural
Aretha Portugal Vision 0.7% 2024-5 10 €50,000 10% KPMG 0.0% Cedrus Capital Aretha Capital Mixed
7x Portugal 1.0% 2023-7 7 €100,000 7% ORA 2.5% Lakhani Group Residential, Commercial RE
Portugal Strategic Growth 1.3% 2023-1 7 €200,000 6% Ernst & Young 3.0% ECS Cap., JPM Royal Oak Commercial RE, Fixed Inc.

Golden Visa Fund Statistics

Stories About Portugal Golden Visa Funds

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