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Why Investment Funds Became the Leading Path for Residency in Portugal

As real estate investments were removed as a qualifying option, Eligible Investment Funds gained prominence, especially Private Equity Funds, now a central choice for many.

Introduced in 2017 as an eligible option for Golden Visa, Investment Funds now make up almost 100% of all applications. US investors have, since the beginning, shown a strong significant interest in this option. 

The Blue Portugal´s team leverages its expertise to guide investors through the intricacies of investment funds, ensuring a seamless experience.

Benefits of Investment Funds

  1. Diversification: Funds are composed of a diversified pool of assets, but investors can spread their capital across multiple eligible funds.
  2. Expert Management: Managed by industry experts, these funds often yield higher returns than individual investments.
  3. Tax Incentives: Income from these funds is tax-free for non-residents, except those residing in tax haven countries that don´t have double-tax treaties with Portugal.
  4. Regulatory Supervision: The Portuguese Securities Market Commission (CMVM) provides rigorous regulation, ensuring high level of protection and transparency, making sure that Private Equity Funds adhere to European financial standards.
  5. Yearly Audits: External auditors, predominantly from top firms, review these funds to ensure credibility.

The Blue Portugal’s Eligible Investment Funds

Blue Crow Short Term Fund

Blue Crow Short Term Fund, open ended fund that invests in short term Portuguese corporate bonds, global trade finance and keeps a 20% in term deposits and global short term bonds.

Vida Hospitality Fund

Vida Hospitality Fund – acquires and turnaround undervalued hospitality businesses, transforming them into premium, high-margin assets to maximize investor returns.

Blue Crow Agrobusiness Fund

Blue Crow Agrobusiness Fund, invests in equestrian tourism, livestock, permanent crops and hydroponics.

Alpha Fund

An opportunistic private equity fund focused on Portuguese SMEs and mid caps facing complex financial situations. It invests through structured equity, mezzanine financing, and distressed debt to unlock value from asset-backed opportunities, targeting private equity-level returns. Fully eligible for the Portuguese Golden Visa.

ActiveCap Corporate Bond Fund

A diversified and liquid open-ended fund that invests primarily in corporate bonds issued by Portuguese companies, complemented by European government and corporate bonds. Designed to provide predictable cash flows, it focuses on income generation and downside protection while remaining fully eligible for the Portuguese Golden Visa.

Indexed

Invests in corporate financial instruments, capital and debt, in particular in companies specialized in commodities such as gold, minerals and natural resources

Portugal 88

A real estate fund that invest in the luxury residences used for touristic short term stays. Anticipated annual return of 5%.

Blue Crow Development Fund

Invests in renewable energy that caters to the increasing demand for a more sustainable and cleaner way to power the planet. By financing specific infrastructures the fund is able to generate high and stable yields in the long run.

Football Strategies Fund

Football Strategies FundInvests in football clubs adopting a multi-club ownsership business model. Will diversy portolio through multiple investments. Integrated marketing approach, cost efficiency and career management approach.

Biovance Capital Fund I

Startups developing novel drugs/therapeutics across all modalities and diseases

New Frontiers Energy Fund

Invests in the shares of solar projects in Portugal which are at a early stage, assists in the development and then exits for a healthy profit when the project for a ready to build stage.

Indico Blue Fund

Invest in Blue Economy early-stage and growth companies.

Container

Companies with high growth opportunities. Primary, in AI technologies and connected services, or companies that can benefit their operations from AI

Blue Tech III Fund

Will invest in innovative and technological Portuguese rooted companies with similar investment strategy. Technological companies in later stage of financing with proven results or other in early stages. Target return over 20%.

Iberis Greytech Co-Investment Fund

The Greytech II is focused on opportunistic and diversified investments in solid Portuguese SMEs. Iberis identifies attractive growth opportunities and Greytech Fund acts as a co-investor. Target return of 15/20%.
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    As the allure of Portugal Golden Visa continues to captivate global investors, the role of investment funds has become paramount.

    These funds not only offer a streamlined path to obtaining the coveted Portugal Golden Visa but also present a unique opportunity to tap into Portugal’s burgeoning economic landscape. It’s worth noting that all investment activities in Portugal are under the watchful eye of the Portuguese Securities Market Commission (CMVM), ensuring transparency and adherence to European financial standards.

    By aligning your investment strategy with the right funds, you can enjoy the dual benefits of robust financial returns and seamless access to Portugal’s residency and citizenship advantages.

    Dive deeper into our curated selection of top-performing Portuguese investment funds eligible for Golden Visa and embark on a journey that bridges the best of investment and residency opportunities in Portugal. 

    Read also: What are the conditions for a fund to be eligible for Golden Visa purposes?

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