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Private Equity Investment Funds in Portugal

The Portuguese private equity sector has seen significant growth in recent years outpacing forecasts and beating the Eurozone average. This growth has been fueled by vibrant service exports, solid investment from the Portuguese Recovery and Resilience Plan, and a booming tourism industry. The Golden Visa program, continues to attract foreign investors, spurring innovation in the sector.

Family businesses form the backbone of the Portuguese economy, offer considerable opportunities for private equity funds. These businesses employ a large portion of the workforce and contribute significantly to the country’s GDP. Portugal’s public debt has been decreasing, and companies are becoming financially stronger, making the investment climate even more favorable. The tourism sector’s impressive recovery and growth highlight the dynamic and promising environment for private equity investments in Portugal.

Portugal Golden Visa: Private Equity Investment Funds

The Portugal Golden Visa program allows foreign investors to acquire residency in Portugal by investing a minimum of 500,000 into eligible investment funds.

There is now an extensive number of golden visa eligible private equity investment funds in Portugal. Below is a handpicked list of investment funds that are regulated by the CMVM that qualify for the Portugal Golden Visa.

Feel free to reach out to us if you wish to book a meeting with the fund manager and we can arrange this for you. You can check out iur full list of eligible funds click here, and read more about the Portugal Golden Visa program in our guide.

The Co-Working Evolution Fund

The Co-Working Evolution Fund is a Portuguese Private Equity Fund regulated by CMVM. The investment fund is focused on flexible/co-working office spaces in Lisbon’s prime CBD1 area. This fund offers a conservative yet attractive investment strategy and is eligible for the Golden Visa program with a minimum investment of just €500,000. The fund is open to 39 investors and provides efficient cash flows and a strategic opportunity for those looking to benefit from Lisbon’s thriving office market.

Portugal Golden Visa Investment Fund Terms:

  • Fund Type: Private Equity
  • Investment Term: 10 Years
  • Fund Size: €19.5M
  • Investment Amount: €500,000
  • Number of Investors: 39
  • Expected Return On Investment: €70,000
  • Buyback Option: After 10 Years (€150,000 deposit to be paid upfront minus management fee)
  • Subscription Fee: 0%
  • Management Fee: €20,000 (€2k per annum)
  • Additional Benefits: Return on investment paid up front for the first 20 investors.
  • Fund Strategy: Operating business linked to Co-Working
    Spaces in CBD1 Lisbon City Centre

The Golden Opportunities Fund

This fund is a multi-asset fund designed to provide long-term investment appreciation through a diversified portfolio of equities and debt securities primarily focused on the Portuguese market. It invests most of its assets in shares of companies headquartered in Portugal and the other part in Portuguese public debt or corporate bonds. The fund does not invest in real estate and maintains daily liquidity with no redemption restrictions, aiming for balanced exposure across various sectors, including financials, utilities, and consumer goods​.

Portugal Golden Visa Investment Fund Terms:

  • Golden Visa Investment Minimum: €500,000
  • Management Fee: 1,8%
  • Subscription fee: 1%
  • Redemption Fee: 0%
  • Performance Fee: 0%
  • Minimum recommended holding period: 5 years

The Special Fund

This fund is a private equity fund focused on special situations, investing directly or indirectly in companies based in Portugal or those with operations controlled from Portugal. The fund’s strategy is centered on identifying and investing in businesses with stable cash flows and high growth potential, primarily within the industrial and circular economy sectors, but also open to other sectors on an opportunistic basis.

Portugal Golden Visa Investment Fund Terms:

  • Target Capital: €150- €200M
  • Golden Visa Investment Minimum: €500,000
  • Set Up Fee: 5%
  • Management Fee: 2% per year
  • Hurdle rate Fee: 8% (IRR)
  • Target Return: 15%-20% IRR

The Action Fund

This fund is an investment fund primarily focused on Portuguese equities. It invests at least 85% of its net assets in Portuguese companies, offering daily liquidity for subscriptions and redemptions. The fund aims to achieve long-term total returns by leveraging the potential of the Portuguese equity market, particularly small and mid-cap companies with low analyst coverage.

Portugal Golden Visa Investment Fund Terms:

  • Golden Visa Investment Minimum: €500,000
  • Redemption Date: No redemption date (> 5 years)
  • Additional Benefits: Daily Liquity for subscriptions and redemptions

The Liquid Fund

This fund focuses primarily on investing in public equities and bonds, with a significant emphasis on Portuguese assets. The fund targets most its investments in Portuguese large and mid-cap companies and bonds, emphasizing national market leaders and bonds. The fund’s strategy involves sector-based, active investments with a focus on achieving substantial cumulative and annualized returns. Key sectors include B2B services, consumer retail, and industrials, with significant investments in B2B software and low-cost gym chains.

Portugal Golden Visa Investment Fund Terms:

  • Golden Visa Investment Minimum: €500,000
  • Fund term: Open Ended (allowing early redemptions)
  • Subscription Fee: 2%
  • Management Fee: 1,2% annual over NAV
  • Hurdle rate: 5% per year

The Index Fund

This fund is a private equity investment fund designed for investors seeking consistent, long-term growth and stability. The fund minimizes risk by investing in companies with asset-backed securities, such as bonds, equities, and commodities, providing a safeguard against potential declines in investment value. Its strategies include investments in debt instruments, stocks, and commodities to mitigate risk and ensure low volatility.

Portugal Golden Visa Investment Fund Terms:

  • Investment Period: 6 years
  • Fund term: 10 years
  • Minimum Investment: €50,000
  • Golden Visa Investment Minimum: €500,000
  • Set up fee: 2%
  • Management fee: 2%
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