Investment Funds

Explore our in-depth guide on Portugal's Golden Visa investment funds, covering essential aspects such as the Limited Partnership Agreement (LPA), key investment phases, fee structures, and risk considerations. Gain valuable insights to make informed decisions on fund selection and navigate the path to Portuguese residency and citizenship.

Gain a clear understanding of capital distributions in investment funds through our detailed guide. Learn how the capital-first waterfall model prioritizes returning initial investments to investors before allocating profits, ensuring structured and equitable returns. Our step-by-step breakdown, complemented by practical examples, demystifies key concepts such as hurdle rates, catch-up phases, and profit splits, empowering you to make informed investment decisions.

Discover how capital distributions work in Golden Visa funds, the impact of the J-Curve on cash flow, and why dividends are the preferred method to maintain compliance with Portugal’s €500,000 investment requirement. Learn how most funds in Portugal do not recycle capital, allowing investors to recover their initial commitment earlier, despite the fund’s 10-year duration. Whether you're an investor or advisor, understanding these key financial structures ensures better decision-making and regulatory compliance.

Our comprehensive guide equips you with essential due diligence questions to evaluate Golden Visa fund managers effectively. Gain insights into assessing fund safety, management track records, investment strategies, and risk management practices to make informed investment decisions.

Explore our comprehensive guide to Portugal's fund industry, covering legal frameworks, fund classifications, and investment structures. Gain insights into mutual funds, private equity, and venture capital, and understand eligibility criteria for the Golden Visa program. This resource equips investors with essential knowledge to navigate Portugal's investment landscape effectively.

Explore our detailed comparison of funds eligible for Portugal's Golden Visa, highlighting key aspects such as risk levels, fund types, strategies, and fees. To access our comprehensive list of Portugal Golden Visa eligible funds and gain insider insights, we invite you to schedule a free discovery meeting with us. Our experts will guide you through the selection process, helping you identify reputable investment opportunities and avoid potential pitfalls in the market. Contact us today to ensure a secure and informed investment journey.