Portugal Golden Opportunities
Golden Visa Open-Ended Fund
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
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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 and Malaysia.
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€
Quote chart
Listed on Morningstar and Financial Times
Bloomberg Ticker
OPTPTGO PL
Documents
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BEFORE IT’S TOO LATE!
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Low Commissions
1%
Subscription
0%
Redemption
1,80%
Management
(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 .
