Portugal Golden Visa Specialists

Portugal Golden Visa Investment Fund

The Portugal Golden Visa Investment Fund is a topic of interest for those looking to invest in a program that offers financial benefits and a path to residency in Portugal. The Portugal Golden Visa investment fund works by allowing individuals to invest in approved projects in Portugal in exchange for a Golden Visa. 

The investment fund is managed by a fund manager who is responsible for investing the funds in approved projects on behalf of the investors.

It doesn’t matter what type of fund you choose as long as you invest 500,000 EUR, which is higher than the real estate investment threshold and lower than the capital transfer option.

The purpose of this page is to provide a comprehensive guide to the investment fund option. You will learn about the eligibility criteria, benefits, due diligence, and considerations involved in investing in a Portugal Golden Visa investment fund.

Portugal Golden Visa investment funds overview:

A Portugal Golden Visa investment fund is an investment option that allows you to invest in an approved fund in Portugal in exchange for a Golden Visa that will put you on the pathway to Portuguese citizenship. 

This program is designed to attract foreign investment into the country and provides investors with the opportunity to obtain residency and, eventually, citizenship in Portugal. 

Whether you are looking to diversify your investment portfolio, secure a second residency, or gain EU citizenship, this page will help you understand the ins and outs of the Portugal Golden Visa investment fund.

Requirements to invest in a Golden Visa fund

The fund investment route allows foreign individuals to obtain Portuguese residency by making a qualifying investment in an approved project by the Portuguese government. 

To be eligible for a Portugal Golden Visa, you must meet the following criteria:

  • Be 18 years old or older.
  • Have a clean criminal record in both your home country and the country where you reside.
  • Invest a minimum of 280,000 EUR in Portuguese real estate or 500,000 EUR in investment funds.
  • Present the required documents, including proof of investment and due diligence checks.

The benefits of obtaining a Portugal Golden Visa are numerous and include:

  • The ability to live and work in Portugal and the EU
  • Access to free movement within the Schengen Area
  • The right to reside in Portugal for a minimum of 7 days per year
  • The ability to apply for permanent residency or citizenship after 5 years 
  • The opportunity to study in Portugal and access its excellent education system
  • Access to a high standard of living and a desirable lifestyle in Portugal.

In addition to these benefits, Portugal also offers a favorable tax regime, with one of the lowest tax rates in Europe and a non-habitual resident tax regime that allows you to pay reduced taxes on foreign-sourced income for a period of 10 years. 

With its attractive combination of benefits and a high quality of life, the Portugal Golden Visa program has become a popular option for investors seeking residency in the EU.

Benefits of investing in a Portugal Golden Visa investment fund

When considering investing in a Portugal Golden Visa program, investors face the choice of investing in real estate directly or in a fund. However, investing in funds gives you a different head offs than investing in real estate. Here are some points to consider:

  • Diversification: Investment funds allow investors to spread their investments across multiple real estate projects, reducing the risk associated with a single asset.
  • Professional management: Fund managers have the expertise and experience to manage the investment and make decisions on behalf of the investors, reducing the workload and responsibilities for the investor.
  • No property ownership headaches: By investing in a fund, investors do not have to deal with the responsibilities and headaches associated with property ownership, such as property management, maintenance, and rent collection.

While both options have their own advantages and disadvantages, some factors to consider when making a decision include the following:

Real estate investment: Direct real estate investment offers a higher return on investment and greater control over the asset. However, it also requires a more increased minimum investment, greater involvement in managing the investment, and a higher level of risk.

Investment fund: Investment funds offer the benefits of diversification, professional management, and also higher investment. However, they also come with fees and reduced control over the asset.

The choice between real estate investment and investment fund investment will depend on your risk tolerance, investment goals, and personal preferences. Both options have the potential to offer attractive returns and the opportunity to obtain a Portugal Golden Visa.

If you want to enjoy a physical asset or are familiar with real estate investments, this might be the best choice.

But if you want a hands-off investment and are okay with someone managing it, investment funds might be the best bet.

Get Portuguese Citizenship

In conclusion, the Portugal Golden Visa investment fund is a smart investment option for individuals looking to obtain a Golden Visa while also earning a return on investment. 

With the benefits of diversification, professional management, and no property ownership headaches, the investment fund offers a more hands-off option than a direct real estate investment

It’s important to conduct thorough due diligence on the fund before deciding. If you’re interested in the Portugal Golden Visa investment fund option and would like to receive an exclusive fund portfolio, please send us an email to confirm your interest.

Our team will be happy to assist you in finding the best investment fund that suits your investment goals. Don’t miss out on the opportunity to take advantage of this attractive investment option and secure your Portugal Golden Visa.

FAQ - Portugal Golden Visa investment fund

Is the Golden Visa still available in Portugal?

Although the Portugal Golden Visa program is ending, there is still time to apply for it. However, it is crucial to start the process now because time is of the essence. Applications submitted before the new legislation takes effect will be exempt from any subsequent changes to the program.

How much is Portugal Golden Visa?

The program is open to individuals who make certain types of investments in Portugal, including real estate, business, and job creation. To qualify for the Golden Visa, investors must make a minimum investment of €280,000 in real estate or €500,000 in funds

Is Portugal’s Golden Visa Program Ending?

Recent reports have suggested that Portugal’s Golden Visa program will be coming to an end soon. The government has announced that it will stop issuing new visas. This decision comes after concerns were raised about the impact of the program on the country’s real estate market and the number of investors taking advantage of the program.