Portugal Golden
Opportunities

Golden Visa Eligible

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*Update October 2023*

 

New Portuguese Golden Visa Rules


In a recent update to the Portugal Golden Visa program, substantial changes have been introduced , limiting eligibility for participation to investment funds without real estate holdings. Previously, real estate investments and funds with real estate assets were commonly used as a pathway to securing Portuguese residency, but they are now no longer included in the program's criteria.

The Portugal Golden Opportunities fund stands out as one of the few that will remain eligible for obtaining a Portuguese Golden Visa, since it does not have any assets related with real estate.


 

Overview

100%

Max. stock exposure

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.

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

Quote chart

Annual Total Returns(1)

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

    Invest in this Fund

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

    Daily pricing and liquidity

    Advantage over venture capital or real estate investment funds

    Tax free

    The Fund has tax exemptions or reduced tax fees on income and capital gains

    Managed by professionals

    Assets actively managed by professionals

    Redeem at any time

    Enjoy unrestricted investment flexibility

    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

    Documents

    Get more information


    Reach out to our Financial Professionals


    (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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