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Portugal Liquid Opportunities Fund

65% allocated to the largest Portuguese listed equities and 35% allocated to Oxy Capital's proprietary international listed equities strategy

Min. Investment
€100,000
Expected Returns
5.0% p.a.
Term
Contact for details
Sector
Public Equities/Bonds/Debt

Key Terms Summary

Target Fund Size€100.0M
Target IRR5.0%
Subscription Fee2.00%
Management Fee1.20% p.a.
Performance Fee20% above a hurdle rate of 5% p.a.
Distribution PolicyOnly at exit (dividends are reinvested)
Fund Start1/1/2024
Participation Unit€100
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.

Portugal Liquid Opportunities Fund - Portugal Golden Visa Fund | Renova Wealth