Optimize Portugal
Secure Your Plan B with a Golden Visa-Eligible Open-Ended Fund
- Euronext Lisbon Awards 2025
About this solution
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.
Minimum Fund Investment: € 1 000,00
Minimum Investment for Golden Visa Eligibility: € 500 000,00
Return per year*
Risk level: 5
Sector breakdown
Financials
19,3%
Consumer Staples
17,2%
Industrial
13,9%
Utilities
12,6%
Others
37,0%
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 fund’s current holdings.
Quote chart
The Fund’s quote varies according to the performance of financial markets and the appreciation of the assets in its portfolio.
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 2025-09-30.