Portugal Golden
Opportunities
Golden Visa Eligible
Overview
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 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:
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
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 account2Account opening
You will need to submit the account opening form, as well as personal documents3Amount Transfer
Transfer the amount from the foreign bank account to the Portuguese bank account4Subscribe Fund
Order the bank transfer to Optimize bank account
