Elegible Investment Funds:

PT CO INNOVATION:

The annual return of this Fund Investment is 1,5 % net. All costs you will encounter in the presentation are assumed by the Fund managers.

The maturity of the investment is 6 years. This means the investment can’t be withdrawal before the 6th anniversary of the investment.

Withdrawal: Some month before the 6th anniversary of the investment you request the Fund to repay you the full amount which was invested for the Golden Visa purpose.

The amount you invest is 350.000€ and this is also the amount which should be repaid.

The investment portfolio of this Fund has a very conservative profile.

No need for tax return in Portugal.

The Fund is open for US Person to invest.

 

NEW EDGE:

The annual return of this Fund Investment is 1 % net over 6 years paid in the end of the 6th year.

The maturity of the investment is 6 years. This means the investment can’t be withdrawal before the 6th anniversary of the investment.

The amount you invest is 350.000€ and this is also the amount which should be repaid.

This Fund is for accumulation, that is, dividends are incorporated into the Fund's value and at the end of 6 years it is distributed to the investor.

No need for tax return in Portugal.

The Fund is open for US Person to invest.

BLUE CROW:

The fund had an appreciation of 37% including the net yield of 5.6%, from the historical value (price at which the real estate assets were integrated into the fund in 2018, we expect that from 2020 the annual appreciation will be around 4 %.

Yield liquidates at this moment is 5.5%, "guaranteed" by long-term contracts 5-10 years with tenants of the industrial and retail units.

It is capitalized until the end of the subscription period (Dec 2022) and distributed as a dividend from January 2023.

The fund may be liquidated if the majority of participants so decide after 10 years or 15 years of existence (15 years is the maximum expected maturity) but the fund, when listed on the Lisbon stock exchange in January 2023, will later have liquidity enough to allow sales before the times mentioned above. UP’s will be sold at the amount they are assessed at the time of the audit (semi-annually)

The depositary bank of the fund is Millennium BCP.

There is no withholding tax for non-residents.

There are no costs outside the fund, ie management fee (1%), regulation fee (0.0159%), deposit (0.05%) and audit costs, are discounted annually directly from gross yield from the bottom.

THE GOLDEN BRIDGE:

The annual target return of this Fund Investment is 8% annual over 6 years paid in the end of the 6th year.

The fund will invest in Portuguese companies (SPVs) that develop and rehabilitate residential buildings in premium locations in Lisbon.

This Fund is for accumulation, that is, dividends are incorporated into the Fund's value and at the end of 6 years it is distributed to the investor.

The amount you invest is 350.000€ and this is also the amount which should be repaid.

The depositary bank of the fund is Eurobic.

No need for tax return in Portugal.

The Fund is open for US Person to invest.

PORTUGAL OPPORTUNITIES:

The annual return of this Fund Investment is between 3 % and 9% annual over 6 years paid in the end of the 6th year.

This Fund is for accumulation, that is, dividends are incorporated into the Fund's value and at the end of 6 years it is distributed to the investor.

The maturity of the investment is 6 years. This means the investment can’t be withdrawal before the 6th anniversary of the investment.

The amount you invest is 350.000€ and this is also the amount which should be repaid.

The depositary bank of the fund is Bankinter.

No need for tax return in Portugal.

The Fund is open for US Person to invest.

Contact us to obtain further information on the elegible Golden Visa Investment Funds in Portugal.

  • Golden Visa Portugal Investment Funds

                        Terms & Conditions and "GDPR" Privacy Policy

© 2020 by Golden Visa Portugal Investment Funds. All rights reserved.