Portugal Golden

Golden Visa Eligible



Max. stock exposure


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 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.

Who should invest in this Fund?

Any investor (Portuguese or Foreign) that is looking for exposure to the Portuguese stock market

Any foreign citizen seeking a Golden Visa

Golden Visa Portugal Program

  • Living, working and studying in Europe

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

  • Visa exemption for traveling within the “Schengen” area

  • Extendable to family members

  • Allows to travel to 186 countries

  • Portugal allows dual nationality

    Invest in this Fund

    Investing in this fund as a way to access the Golden Visa Program:

    Application process for Golden Visa through investment in funds

    • 1Get tax identification number

      Obtain Portuguese tax identification number as a non-resident and can then open a Portuguese bank account
    • 2Account opening

      You will need to submit the account opening form, as well as personal documents
    • 3Amount Transfer

      Transfer the amount from the foreign bank account to the Portuguese bank account
    • 4Subscribe Fund

      Order the bank transfer to Optimize bank account

    Low Commissions

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