Portugal Golden Opportunities

Golden Visa Open-Ended Fund

Main advantages:

Daily Liquidity

No redemption fee

Regulated Asset Management Company

CMVM - Portuguese SEC

Main advantages:

Daily Liquidity

No redemption fee

Regulated Asset Management Company

CMVM - Portuguese SEC

Golden Visa Portugal Program

  • Living, working and studying in Portugal

  • It is necessary to spend only 7 days/year in Portugal

  • Visa exemption for traveling within the “Schengen” area

  • Extendable to family members

  • 4th most powerful passport globally, with access to 191 countries

  • Portugal allows dual nationality

    About Optimize Investment Partners

    Portuguese Asset Management Company, founded in 2008, registered with the CMVM (Portuguese Securities Supervisor) under nr. 327, Independent, no conflicts of interest, no fines or sanctions, profitable company, low risk.

    € 300M assets under management

    17 different funds and discretionary managed accounts: Retirement Funds, Pension Funds and Investment Funds

    Over 18 000 clients

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    Application process for Golden Visa through investment in funds

    Skip the Bank Account Hassle in Portugal

    Transfer your funds directly from your bank account to Optimize and enjoy the benefit available to applicants from eligible countries—no need to open a bank account in Portugal . Eligible countries include the United States of America, Canada, Australia, New Zealand, Hong Kong, South Africa, Turkey, South Korea, Indonesia, Brazil, Taiwan, Japan, UK, Uruguay, Singapore, Israel, Malaysia, Switzerland and all European Union countries.

    Description


    The fund aims to provide participants with long-term investment appreciation, by investing in a portfolio that has between 80% to 100% exposure to Portuguese domiciliated companies. The fund does not have any exposure to real estate.

    The fund will have at least 60% of its portfolio invested in stocks and only invests in listed assets, stocks, bonds, or mutual funds. Its diversification strategy aims to reduce the volatility over the long run.

    Lower volatility through strategic allocation to bonds

    Invest in the biggest companies in Portugal

    Example of companies in the portfolio as of 2024-07-31.

    Major Portuguese energy company

    Market cap: 14,8 B€

    Leading Portuguese oil and gas company

    Market cap: 14,5 B€

    Global leader in wind and solar energy

    Market cap: 13,7 B€

    Portuguese retail group with international presence

    Market cap: 10,5 B€

    Annual Total Returns(1)

    Quote chart

    Listed on Morningstar and Financial Times

    Documents

    ACT NOW
    BEFORE IT’S TOO LATE!

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    Low Commissions

    (1) Past performance is not necessarily a guide to future performance. The value of the shares can increase or decrease depending on the risk level that varies between 1 (minimum risk) and 7 (maximum risk). The fund’s Prospectus and the Sub-funds KIIDs are available on the commercializing entities. The returns mentioned are net of management and deposit fees, audit costs and supervisory fee. The figures disclosed imply the taxation borne by the collective investment undertaking and the eventual payment of capital gains tax are investors responsibility. Investing in the collective investment undertaking may result in the loss of invested capital. The disclosed annualized performance measures, calculated based on a period exceeding one year, would only be obtained if the investment was made during the entire reference period. The average annual returns of the Optimize Portugal Golden Opportunities Fund (started on 31-12-2021) is defined between the respective dates and .

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