Portugal Golden Visa Fund Investment Has Quadrupled in Just Two Years
December 7, 2022
Meanwhile, the number of golden visas issued to American applicants has tripled in the same period. That is unlikely to be a coincidence.
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 | 1.00% | 2023-1 | 7 | €150,000 | 11% | Deloitte | 1.0% | STAG | Odeon Properties | Residential, Commercial RE |
| Self-Storage I | 1.00% | 2023-3 | 7 | €150,000 | 7% | BDO | 1.0% | Insula Capital | Colares Capital | Other: Self-Storage |
| NEXT | 1.80% | 2022-6 | 6 | €200,000 | 10% | BDO | 1.2% | STAG | Optylon Krea | Commercial RE |
| Pela Terra | 0.95% | 2023-12 | 7 | €100,000 | 10% | Deloitte | 1.0% | STAG | Impacto Pela Terra | Agricultural |
| Impacto | 0.00% | 2023-1 | 8 | €100,000 | 5% | BDO | 0.5% | STAG | Impacto Capital | Residential, Commercial RE |
| EQTY Global Growth | 1.50% | 2023-3 | 8 | €100,000 | 7% | BDO | 1.5% | STAG | EQTY Capital | Residential, Commercial RE |
| EQTY | 1.50% | 2022-5 | 8 | €100,000 | 7% | Deloitte | 1.5% | FundBox | EQTY Capital | Residential, Commercial RE |
| CGA | 0.00% | 2023-2 | 6 | €50,000 | 15% | BDO | 0.0% | STAG | CGA Group | Commercial RE |
| Golden Caravel | 1.75% | 2025-1 | 6 | €300,000 | 3% | 0.0% | Grosvenor | Square AM | Commercial RE | |
| Saratoga POR 1 | 0.55% | Continuous | Open-ended | €150,000 | 6% | KME | 0.0% | SCSS | Saratoga Capital | Mixed, ESG |
| Portugal Growth Ventures | 1.40% | 2023-5 | 8 | €350,000 | 6% | Baker Tilly | 0.0% | FundBox | None | Residential, Commercial RE |
| Portugal Yield II | 1.25% | 2023-9 | 8 | €250,290 | 5% | Ernst & Young | 3.0% | Iberis Capital | None | Commercial RE |
| Iberis Bluetech | 0.50% | 2023-1 | 8 | €257,500 | 15% | Ernst & Young | 3.0% | Iberis Capital | None | Technology |
| Portugal 88 FCR | 1.25% | 2023-8 | 8 | €350,000 | 5% | BDO | 1.0% | Insula Capital | Iconico | Residential RE |
| BlueCrow Growth | 1.00% | 2023-1 | 7 | €52,500 | 6% | 5.0% | Bluecrow | Mixed | ||
| Navigator II | 1.25% | 2022-8 | 7 | €100,000 | 10% | Ernst & Young | 0.0% | Lince Capital | Omnium, GOW | Residential, Commercial RE |
| MedCapital | 2.00% | 2025-1 | 10 | €150,000 | 20% | Ernst & Young | 1.0% | C2 Capital | Healthcare, Commercial RE | |
| Portugal Gateway | 2.00% | 2022-9 | 10 | €100,000 | 12% | BDO | 0.0% | Portugal Ventures | Kigeni | Technology |
| ActiveCap Opportunities | 2.00% | 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 | 1.60% | 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 | 1.00% | 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 | 0.67% | 2024-5 | 10 | €50,000 | 10% | KPMG | 0.0% | Cedrus Capital | Aretha Capital | Mixed |
| 7x Portugal | 1.00% | 2023-7 | 7 | €100,000 | 7% | ORA | 2.5% | Lakhani Group | Residential, Commercial RE | |
| Portugal Strategic Growth | 1.25% | 2023-7 | 9 | €200,000 | 6% | Ernst & Young | 3.0% | ECS Cap., JPM | Royal Oak | Commercial RE, Fixed Inc. |
| Antlanticorp | 2.00% | 2023-9 | 7 | €150,000 | 7% | BDO | 0.7% | Lynx | Atlanticorp | Residential, Commercial RE |
| Aspect Fund I | 0.60% | 2024-6 | 8 | €250,000 | 15% | Mazars | 0.0% | Heed Capital | Qualive Real Estate | Residential, Commercial RE |
| TerraNova | 1.50% | 2024-7 | 8 | €100,000 | 8% | Deloitte | 1.5% | Quadrantis | Terra Verde | Agricultural |
| Growth Iberia | 2.00% | 2024-1 | 10 | €250,000 | 20% | Deloitte | 2.0% | Growth Partners Capital | None | Mixed |
| Vesta Fund | 2.0% | 2023-9 | 10 | €350,000 | 8% | EY | 3.5% | Oxy Capital | None | Residential, Commercial RE |
Golden Visa Fund Statistics
Stories About Portugal Golden Visa Funds
NEXT Fund And The Future Of Golden Visa Investments
November 14, 2022
Following the success of its residential real estate funds, Optylon Krea is making a big bet on the booming high-street retail market.
The Story So Far – Safak Nervo Tells The Tale Of OptylonKrea
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An interview with Safak Nervo, Optylon Krea’s CCO, on the company’s beginnings, rapid growth, and plans for the future.
Aspect Fund I: A High-Return, Quality-Projects Golden Visa Investment Opportunity
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Qualive has a track record of producing over 20% p.a. returns for investors since 2016. Now, golden visa investors can get exposure to the same performance via fund investment.
June Was Best Month in 2 Years for Portugal Golden Visa: US Applicants Break Into All-Time Top 5
July 7, 2022
Considering the clip at which Americans have been applying this year, they are likely to place 3rd in the all-time ranking within months.
100 Investors Have Chosen Portugal’s Golden Visa Fund Option so Far in 2022, China Volume at Record Low
June 13, 2022
American applicants and fund investments reach record highs while Chinese participation and per-applicant average investment hit record lows.
Portugal Golden Visa Fund Investment so Far in 2022 Already Exceeds Last Year’s Total
May 8, 2022
Investment in golden visa funds has already surpassed last year’s total, indicating fund investment could more than triple this year.
The Portugal Golden Visa Investment Fund Page in IMI: Make Sure Your Fund is Correctly Listed
April 24, 2022
See our new Portugal Golden Visa Investment Funds page; Comparison chart, statistics, and articles about golden visa eligible funds.
Portugal Golden Visa Fund Investment Soars as Americans Become Top Applicant Nationality
April 6, 2022
Portugal’s golden visa fund investment option has grown in lockstep with US participation in the program. That’s likely no coincidence.
Portugal’s Golden Visa After 2021: The Market’s Next Growth Areas
October 28, 2021
Hakan Kodal, who predicted the rise of the Portugal golden visa’s fund option in 2017, tells us what will happen over the next two years.
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