Portuguese Listed Equity Investment Fund - Daily Liquidity. This is an open-ended fund
Our strategy is based on stock picking - bottom's up approach. This is an open-ended fund.
Minimum Ticket Size
First Close Passed
Set Up Fee
2% added There are 2 classes either a 2% subscription fee with 1.25% management fee, or 0.5% subscription fee with 2% management fee
There are 2 classes either a 2% subscription fee with 1.25% management fee, or 0.5% subscription fee with 2% management fee
1.25% There are 2 classes either a 2% subscription fee with 1.25% management fee, or 0.5% subscription fee with 2% management fee
0% No performance fee
No performance fee
Target Annual Returns
Target Returns Upon Exit
Our fund invests in the listed Portuguese equity space. We have a typical equity mutual fund that complies with the Golden Visa rules. In our view, if investors already invest in equity in their portfolios they can just relocate part of their investment and access the Golden Visa program.
The fund invests in the biggest Portuguese companies that, in their vast majority, have well-established businesses, have international diversification within their revenue stream and historically always trade at attractive multiples, enabling investors to aim for a positive net return during the Golden Visa mandatory investment period.