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Heed Top Fund

Public equities and bonds (low volatility, preferring bonds than equities)

Min. Investment
€100,000
Expected Returns
6.0% p.a.
Term
Contact for details
Sector
Public Equities/Bonds/Debt

Key Terms Summary

Target Fund Size€50.0M
Target IRR6.0%
Subscription Fee2.00%
Management Fee1.50% p.a.
Performance Fee20% above a hurdle rate of 5% p.a.
Distribution PolicyOnly at exit (dividends may be redeemed)
Fund Start4/1/2024
Participation Unit€13
US Citizens AcceptedNo
Risk ProfileBalanced

Eligibility & Program Fit

Suitable for non-EU/EEA/Swiss nationals seeking Portugal residency.

Ideal for balanced risk tolerance investors looking for public equities/bonds/debt exposure.

Meets the minimum investment requirement for the Portugal Golden Visa program.

Designed for those comfortable with a contact for details lock-in period for their capital.

Note: This fund does not accept US citizens. Please verify eligibility requirements with the fund.

Risks & Considerations

Important Information

Investment in public equities/bonds/debt funds involves risk, including the potential loss of the entire investment. Past performance is not indicative of future results. Market fluctuations, regulatory changes in immigration law, and fund management performance can all impact returns. Investors should conduct their own due diligence and consult with financial and legal advisors before making any investment decisions.

Request More Information

Get the official fund documentation, a personalized eligibility check, and speak with an advisor.

Heed Top Fund - Portugal Golden Visa Fund | Renova Wealth