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No Lock-Up Golden Visa Investment Funds

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Optimize Portugal Golden Opportunities Fund

Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.

Category

Balanced

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 Partners

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1-1.5% management fee12% Return3-5% annual yield5 % Yield5% Dividend5-10 year lock-up< 1% management fee> 1.5% management fee> 5% annual yieldAI-Driven