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HomePortugal Golden Visa Investment Funds: The Definitive List of Eligible Funds

Portugal Golden Visa Fund Investment Advantages

The Portugal Golden Visa Investment Fund Option is by far the most lucrative and straightforward pathway to the Portugal Golden Visa Program. Below are some of the category’s advantages:

  • Most straightforward investment option: Now that the Portugal Golden Visa Real estate option has closed, the Portugal Golden Visa Investment category is by far the most attractive investment option under the Golden Visa program.
  • Lower Fees and Taxes: Regardless, the investment fund option comes without any the fees and taxes that are associated with real estate investments in Portugal.
  • Secure Investment: Portugal Golden Visa Investment funds are subject to high levels of regulation by the Portuguese CMVM, National Bank and the Tax Authorities. Funds investors need to have their investment plan approved by authorities which must comply with national legislation, tax laws. There are also limits to how much of particular asset can make up the total investment portfolio within the fund which encourages diversification constitute of the total fund portfolio. This allows for diversification which in turn can reduce the risk for investors. Portuguese Golden Visa Investment Funds are generally low to medium risk and offer a secure investment.
  • Tax-Efficiency: In many cases, Portuguese Golden Visa Investment funds can provide a tax-efficient strategy for investors. Income generated by funds and paid to non-tax residents is in some cases tax exempt from withholding taxes allowing the investor to earn yields in a tax efficient manner. Those that invest in real estate meanwhile, will be subject to a 28% tax rate on Rental income.
  • Quick, Easy & Hassle Free: There is no need to travel to Portugal to participate as an investor in an investment fund since everything can be done remotely and it is a very straightforward process to invest which can have a significant impact on the timeline of your application. Many of the Golden Visa-specific funds either match the length of the Golden Visa and its pathway to citizenship or allow for an early withdrawal. (6-7 years)
  • Solid Returns on Investment: Depending on the performance of the fund the investor may have the opportunity to earn very attractive returns on the investment.
  • Unique Investment Opportunities: Investors have the opportunity to participate in investment funds in key sectors of the Portuguese economy such as renewable energy, hospitality, and SMEs.

Portugal Golden Visa Investment Funds Criteria

The Portugal Golden Visa Investment Funds pathway requires that the investor purchases a minimum of €500,000 in Portuguese Golden Visa investment funds or venture capital funds dedicated to the capitalization of companies, whose maturity, at the moment of the investment is, at least, of five years.

Funds are regulated by the Portuguese Regulator CMVM and in order for the fund to be eligible as a Golden Visa investment a minimum of 60% investments must me made into commercial companies head office in Portugal.

Below is a list of eligible Portugal golden visa investment funds as of 10th October 2023, since the law was changed prohibiting ‘real estate’ investment funds as ineligible investments under the golden visa program.

Also Read:- Portugal Golden Visa Investment Funds Guide

Portugal Golden Visa: Hospitality Investment Funds

Portugal is one of the most popular countries globally for international tourism and the hospitality sector continues to grow year on year. Investors seeking high returns through an investment fund for their Portugal Golden Visa investment may want to consider investment funds in the hospitality sector. Below are a list of CMVM Regulated Investment Funds that qualify for the Portugal Golden Visa program. To ensure qualification investors are required to invest a minimum of €500,000 into such funds.

M1 Hospitality Fund

From the most successful hospitality investment group in Portugal in recent years, The M1 Hospitality Fund is a private equity fund investing in to Portugal’s thriving hospitality sector.

The fund is the majority shareholder of three SPVs developing hospitality projects in Portugal. The 3 projects are the following internationally branded luxury hotels:

The Group has an incredible track record having previously developed over 50 highly successful hospitality projects throughout Portugal and the USA.

Portugal Golden Visa Investment Fund Terms:

  • Minimum Investment Term: 5 Years
  • Fund Size: €140M
  • Investment Amount: €500,000
  • Management Fee: 0.25% (Paid by fund)
  • Return On Investment: 2% per annum
  • Buyback Option: After 5 Years
  • Subscription Fee: 0%
  • Additional Benefits: 7-day stay at one of the companies hotels
Portugal Golden Visa Investment Funds
Frequently Asked Questions

Your Journey with Lincoln Global Partners

Your Journey with Lincoln Global Partners
What is Citizenship by Investment (CBI)?

Citizenship by Investment (CBI) is a program that allows wealthy individuals to obtain a second citizenship by investing in a particular country. These programs are becoming increasingly popular as they offer a number of benefits, including visa-free travel, tax reduction, and a second home.

What are the benefits of obtaining a second citizenship?

There are many benefits to obtaining a second citizenship, including:

  • Visa-free travel: A second passport can give you visa-free access to a number of countries, making it easier to travel the world.
  • Tax reduction: Some countries offer citizenship by investment programs with attractive tax benefits, such as no income tax or inheritance tax.
  • A second home: Citizenship by investment can give you the right to live and work in another country. This can be a great option for those who are looking to retire abroad or who want to have a backup plan in case of political or economic instability in their home country.
Which countries offer Citizenship by Investment programs?

Lincoln Global Partners offers citizenship by investment programs in a number of Caribbean and European countries. Some of the most popular programs include those offered by Grenada, St. Lucia, Dominica, Portugal, and Spain.

How much does it cost to obtain citizenship by investment?

The cost of obtaining citizenship by investment varies depending on the country and the specific program. However, it is generally necessary to make a significant investment, such as in real estate or government bonds.

How can Lincoln Global Partners help me obtain citizenship by investment?

Lincoln Global Partners is a leading provider of citizenship by investment programs. They have a team of experienced professionals who can help you choose the right program for your needs and guide you through the application process.

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