Daily NAV Golden Visa Investment Funds
Explore Daily NAV Golden Visa Investment Funds and Compare
3 funds tagged with Daily NAV
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Category
Main Region
Portugal (100%)
Target Return
Past performance: +4.2% (2022), +17.3% (2023), +6.3% (2024), +8.4% YTD (Apr 2025)
Fund Manager
Optimize Investment PartnersOpen-ended Alternative Investment Fund focused on capital preservation with 70% exposure to Portuguese corporate bonds and 30% to global equities & digital assets, offering daily liquidity and eligibility for the Portuguese Golden Visa.
Category
Main Region
Portugal (Bonds) (70%)
Target Return
10% p.a. expected ROI
Fund Manager
3 Comma Capital SCR, S.A.Open-ended, FACTA-compliant public equities vehicle managed by Oxy Capital – SGOIC, S.A., investing over 60% in Portuguese listed equities and under 40% in international equities via Oxy's proprietary strategy; perpetual subscriptions with daily liquidity and no redemption fee after three years for Golden Visa investors.
Category
Main Region
Portugal (65%)
Target Return
Low teens per year (gross)
Fund Manager
Oxy Capital – SGOIC, S.A.