The Blue Funds
Unlocking Portugal's Golden Visa through Eligible Investment Funds
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%.
Terra Nova
Investment in irrigated farmland. Target crops include almonds, walnut, avocado, tangerine, olives. Target annual return of 10%.
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%.
Portugal Gateway
Invests in young enterprises in Portugal that is expanding globally. A joint venture with Portugal Ventures, the largest and most active VC investor in Portugal. Target annual return of 10%.
Indico Fund
A niche fund that invests in Blue economy and ocean sustainability, partnered with Pristine Sea, an initiative of National Geographic.
Sharing Fund
Invests in an educational project consisting of two existing and two new international baccalaureate (IB) schools and a student residence. Target annual return of 7%. There is a put option that investors can exercise at year 6 or year 10 to get their principle back, with a cap on return of 4%.
ActiveCap Opportunities Fund
Growth companies in Portugal Strong active minority share positions in niche leaders and innovators Companies with a R&D component Mostly as primary capital Companies with revenues over 10 million Euros.
Blue Crow Fund
Invest in commercial, industrial, logistics and agricultural leasing assets that have been least affected by the pandemic. Looking for high quality and stable rental returns, mainly investing in projects with existing potential tenants. Target return of 5% per annum.
Arta Fund
Invests in mainly prime residential developments in Portugal and UK. Target return of 3%. There is an option to get a studio or one-bed apartment in lieu of the principal.
Impacto Fund
Invests in prime residential developments in Portugal. Target annual return of 3%.
Prima Fund
Invests in branded luxury residence. Yield from 2.5% and up depending on the tranche of investment. You will also have the option to get a property of the branded residence at the end instead of getting the principle.
Odeon Fund
Invests in two residential projects for sale, an upscale restaurant and a hotel, for the rental income. Target dividend of 4% per year and 11% return at exit.
Pela Terra Fund
Invests one of the lowest volatile assets – agricultural land, in buy-and-lease arrangements with large-scale growers, and a buy back scheme in 5-6 years where the produce are mature. Target preferred dividend of 5% per year and 14% annual return at exit.
Portugal Opportunity Fund
Invests in hospitality, top tier residential and student housing real estate, for value-add opportunities. 30% yield and 70% growth strategy. Target annual return of 8%.
New Edge Fund
A fund that invests in 40% bonds or equivalent assets and 60% in real assets.
Black Bull Fund
A real estate fund that invests in a wide range of sectors with a focus on asset with good cash flow and high-quality tenants and asset with strong upside. Also, directs investment in companies in sectors of healthcare and energy. Target annual return of 8%.
Atlantic Via Capital Fund
Invests in Portuguese real-estate properties focusing on distressed assets, unique property with strong upside potential and properties with existing cash flows. Unique feature of switching to a property at the end of 6 years.
Iberian Student Living
A real estate fund that invests in student accommodations. With a minimum of 60% of the investment in Portugal. Target annual return of 7%.
Portugal 88
A real estate fund that invest in the luxury residences used for touristic short term stays. Anticipated annual return of 5%.
Next Fund
Invests in prime commercial assets in a high-street retail, logistics, and specialized offices such as health centers, co-working spaces. The fund manager seeks good opportunities for acquiring assets and taking advantages of the anticipated rebound. Target preferred dividend is 3% annually, with a target total return of 11% p.a.
Ceres Fund
Invests in rental premises used by supermarkets. The fund has two sub-funds, one more conservative and the other riskier. Target annual return is 7% and above. There is a put option that investors can exercise at year 6 to get their principal back, with a cap on return of 3% per year for the more conservation sub-fund or 4.5% per year for the less conservative.
Insight Fund
A non leverage real estate fund that invests in rental properties and residential developments in Portugal. Expected annual dividend yield of 3%. You can have the option to get the principal or an apartment in lieu of getting the principal in year 6.
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How can we help you?
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, especially those related to the Golden Visa, 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.