The Golden Income Fund Portugal Golden Visa Investment

Portugal's Golden Visa Income Fund: A Diversified Open-Ended Investment Exposure to Corporate Debt, U.S. Equities & Digital Assets

The Portugal Golden Income Fund is an open-ended alternative investment fund designed to offer stable returns while providing a secure pathway to Portugal’s Golden Visa.

The fund primarily invests in Portuguese corporate debt, complemented by U.S. equities and alternative assets such as Bitcoin, making it a diversified choice for investors.

With multiple share classes available, the minimum investment starts at €10,000, making it accessible to a wide range of investors. The fund features daily subscriptions and redemptions, competitive management fees, and no subscription fee, ensuring flexibility and cost efficiency.

As an all-weather investment vehicle, it is tailored for those seeking financial growth alongside the benefits of EU residency.

Portugal Golden Visa Investment Fund Terms:

Fund Type: Open-ended Alternative Investment Fund

Minimum Investment:

• Share Class A: €100,000
• Share Class B: €10,000
• Share Class D: €300,000
• Golden Visa Eligibility: €500,000

Management Fee:

• • Share Class A: 1.50% p.a.
  • Share Class B: 2.00% p.a.
  • Share Class D: 1.75% p.a.

• Subscription Fee: 0%
• Fee: 20% on returns above 5.0% p.a.
• Depositary Fee: 0.09% p.a. (calculated monthly on Net Asset Value)
• Supervisory Fee: 0.0026% monthly (Minimum €200, Maximum €20,000)

Redemption Fee:

• • 0% after 5 years + 1 day
  • 1% (4–5 years)
  • 2% (3–4 years)
  • 3% (2–3 years)
  • 4% (1–2 years)
  • 5% (within the first year)

Pathway to Portuguese Citizenship: 5 Years*

*To be eligible for citizenship applicants must maintain their investment for at least 5 years, spend 7 days per year in Portugal, and achieve a basic A2 Level of Portuguese.