Portugal Golden Visa
Innovation Fund

Portugal
Fund
€500,000
Portugal Golden Visa Innovation Fund
Residency
Fund size: Limited to 18 investors
Fund term: 9 years with an early exit option available
Target annualised return: ROI expected to be in the 90% range, over 9 years

Portugal’s new Golden Visa legislation requires applicants to invest a minimum of €500,000 into a qualifying fund. The following information is a summary of that provided by the regulated Fund Manager. Please contact us for a full brochure:

This private equity fund offers an attractive investment through multi-fund exposure. Diversified in some of the best performing industries using the most experienced fund managers, this option is focused on areas such as AI and Tech, Sustainable Food, Pharmaceutical and Medical Tech, E-commerce, Engineering and Industrial sectors. For those looking to diversify their investments with minimal effort, then this fund provides a one-stop solution, managing your investments into several different funds on your behalf.

Key Highlights:

• Private Equity Fund, regulated by CMVM;
• Golden Visa eligible at €500k;
• Limited to only 18 Investors;
• Fund Strategy: Multi-fund exposure investing in Portuguese innovation & growth companies focussed in 5 strategic industries, utilising four well-seasoned and highly respected Portuguese fund managers;
• Early Fund Dividend Income (estimate) : €100,000 (subject to fund manager & liquidity – expected to be paid within 1 week from subscription);
• Maturity : Year 9 – via redemption – mid-case scenario ROI expected to be in the 90% range (€455,000 estimated return over the €500,000 invested);
• ⁠Early exit possibility from year 6 subject to fund liquidity (market value with no penalty).

For more information on the Portuguese Golden Visa programme and to seek further information on the new fund options, please get in touch with La Vida’s expert advisors.

 

Important Disclaimer: La Vida provides immigration consultancy services only. We are not regulated by the UK Financial Conduct Authority (FCA) and do not offer financial or investment advice. Information on qualifying investments is provided solely to explain residency and citizenship program requirements. Clients should seek independent financial and legal advice before making any investment decisions. Please read this disclaimer. Please read this disclaimer.

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