Optimize Portugal
Secure Your Plan B with a Golden Visa-Eligible Open-Ended Fund
- Euronext Lisbon Awards 2025
- Euronext Lisbon Awards 2026
About this solution
Portugal Golden Opportunities is an umbrella fund that provides flexible access to the Portuguese market through a range of specialised sub-funds, each with its own investment strategy and daily valuation. Investors can choose the approach that best suits their risk profile and objectives, while benefiting from diversified exposure to Portuguese equities, bonds and other financial instruments.
Minimum Fund Investment: € 1 000,00
Minimum Investment for Golden Visa Eligibility: € 500 000,00
Portugal 80
Return per year*
Risk level: 4
2026 YTD data as of June 29
Four sub-funds, one vision
Portugal 80
At least 80% in stocks and bonds of Portuguese companies.
Portugal 80A
Similar to Optimize Portugal 80, but exclusively intended for accredited U.S. investors.
Portugal 85
Investment strategy with at least 85% in stocks and bonds of Portuguese companies.
Portugal Corporate bonds
No equity exposure, focused on bonds issued by Portuguese companies.
The original Portugal Golden Opportunities Fund is represented by the Portugal 80 sub-fund, preserving its track record and strategy.
Sector breakdown examples
Financials
Industrial
Materials
Utilities
Consumer Staples
Some holdings
Major Portuguese energy company | Market cap: 13,6 B€
Leading Portuguese oil and gas company | Market cap: 9,4 B€
Global leader in wind and solar energy | Market cap: 13,7 B€
Portuguese retail group with international presence | Market cap: 13,1 B€
Optimize’s funds are well diversified; these are just a few examples of the current holdings in the Portugal 80 Fund.
Portugal 80
Fund performance
The Fund’s quote varies according to the performance of financial markets and the appreciation of the assets in its portfolio.
Beyond residency.
Built for performance.
Since inception, the fund has delivered strong annualized returns, showing that Portugal can offer not only residency optionality, but also a compelling investment opportunity.
Liquidity Without Redemption Fees
Your plans can change, and that’s okay. Enjoy the flexibility to redeem your investment at any time
Main advantages
Transparency
Listed assets, daily information
No restrictions
No Lock up period, no penalties
Diversification
Portfolio with multiple assets
Daily Liquidity
No redemption fee
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.
U.S. Investors Advantages
- Subscribe Optimize Portugal Golden Opportunities Fund using your IRA - no LLC required
- The only Portuguese investment fund eligible for the Golden Visa and registered with the U.S. SEC.
Application process for Golden Visa through investment in funds
Listed on Morningstar and Financial Times
The fund can also be accessed on the Bloomberg Terminal under the ticker OPTPTGO PL.
Golden Visa Program
Optimize Portugal Golden Opportunities offers a secure path to Portugal’s Golden Visa.
- Living, working and studying in Portugal
- Extendable to family members
- It is necessary to spend only 7 days/year in Portugal
- 4th most powerful passport globally, with access to 191 countries
- Visa exemption for traveling within the “Schengen” area
- Portugal allows dual nationality
Act now before it's too late!
Get more information
Reach out to our Financial Professionals
Documents
Optimize Investment Partners
Optimize Portugal Golden Opportunities
Fact Sheet
*Disclaimers
Returns
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. Data last updated on June 29, 2026.