Fund Investment for Golden Visa
Invest €500,000 in a CMVM-approved fund and secure your Portugal Golden Visa. Professionally managed, diversified portfolios with full regulatory oversight.
Why Fund Investment?
Following the 2023 Golden Visa reforms that removed direct real estate as a qualifying option, fund investment has become the primary and most popular pathway to Portuguese residency. CMVM-approved funds offer a regulated, transparent, and professionally managed investment vehicle that satisfies Golden Visa requirements.
How It Works
You invest a minimum of €500,000 into one or more funds approved by the CMVM (Comissão do Mercado de Valores Mobiliários — Portugal's Securities Market Commission). The investment must be maintained for the duration of your Golden Visa (minimum 5 years). During this period, your capital is managed by professional fund managers.
CMVM-Approved Funds
Not all funds qualify for the Golden Visa. Only funds that are registered with and approved by the CMVM are eligible. These funds must invest at least 60% of their capital in Portuguese-based companies or assets. We work with established fund managers to connect you with compliant options.
Fund Types
- Venture Capital Funds: Invest in Portuguese startups and growth companies
- Private Equity Funds: Invest in established Portuguese businesses
- Real Estate Funds: Indirect property exposure through regulated fund structures
- Mixed Funds: Diversified across multiple asset classes
Key Advantages
- Golden Visa qualifying: Meets the €500,000 investment threshold
- Professional management: Experienced fund managers handle all investment decisions
- Diversification: Spread risk across multiple assets and sectors
- Regulatory oversight: Full CMVM supervision and compliance
- Liquidity potential: Some funds offer redemption options after the holding period
- No property management: No tenants, maintenance, or local management needed
Investment Timeline
- Fund selection & due diligence: 2–4 weeks
- Subscription & capital transfer: 1–2 weeks
- Golden Visa application: 6–8 months for approval
- Minimum holding period: 5 years (aligned with Golden Visa)
Risk & Returns
As with any investment, fund investments carry risk. Returns vary depending on fund type, market conditions, and the fund manager's strategy. Historical returns for Portuguese qualifying funds have ranged from 2% to 8% annually. We help you understand the risk profile of each fund option before committing.
Our Service
We guide you through the entire process — from fund selection and due diligence to subscription, Golden Visa application, and ongoing support. Our partnerships with leading CMVM-approved fund managers ensure you have access to high-quality investment options. Contact us at [email protected] or call +351 969 314 644.