|1. BlueCrow Growth Fund Portugal ||The BlueCrow Growth Fund invests in diversified real estate, including retail, industrial hospitality and predictable yield opportunities. ||7 Years ||Contact the fund to learn more. ||31 December 2022 ||€52,500 |
|2. CGA Portugal FCR ||CGA Portugal is a diversified venture capital (VC) fund focusing on retail, residential, hospitality and retirement property investments in Portugal, as well as high-performing property opportunities in the USA. ||8 Years ||Targeted annual distribution of 3% per year, with a targeted fun return of 10%-20%. ||28 February 2023 ||€50,000 |
|3. Impacto Fund Portugal ||The Impacto Fund focuses on diversified real estate, including retail, residential, office space and student accommodation), with an emphasis on capital preservation. ||8 Years ||Targeted annual return of 3%. ||31 December 2022 ||€350,000 |
|4. MedCapital Portugal Fund ||The MedCapital Fund focuses on the private healthcare sector investing mostly in hospitals and clinics. ||10 Years ||Contact the fund to learn more. ||31 December 2021 ||€150,000 |
|5. Navigator II Fund Portugal || |
The Navigator II Fund focuses mostly on property development projects in central Lisbon.
|7 Years ||Contact the fund to learn more. ||31 December 2021 ||€100,000 |
|6. Portugal Gateway Fund || |
The Portugal Gateway Fund provides international growth capital for high-growth enterprises with defensible intellectual capital (IP) and sustainable competitive advantages.
|10 Years ||Contact the fund to learn more. ||30 November 2021 ||€100,000 |
|7. Portugal Yield Fund ||The Portugal Yield Fund focuses on |
diversified property investments with stable, predictable yields.
|10 Years (6 Years, + optional 2×1 Year) ||Targeted net yield of 4-5% per year. ||28 October 2021 ||€350,000 |
|8. Rock Capital Fund Portugal ||The Rock Capital Fund focuses on property development projects in Lisbon, with an emphasis on local middle-market demand. ||7 Years ||Contact the fund to learn more. ||31 October 2021 ||€50,000 |
|9. Pella Terra Fund Portugal ||The Pella Terra Fund invests in agricultural land (low volatility asset), buy-and-lease agreements with large-scale farmers, as well as buy-back schemes with a 5 to 6 year investment horizon, and where the produce is then mature. ||N/A ||Preferred dividend target of 5% per year, and 14% on exit. ||N/A ||€100,000 |
|10. Portugal Sustainable Innovation Fund ||The Portuguese Sustainable Innovation Fund invests in medium-size Portuguese companies, taking into account the companies’ sustainability and potential for social impact. ||6 Years ||Contact the fund to learn more. ||31 August 2022 ||€250,000 |
|11. Odeon Fund Portugal ||The Odeon Fund invests in property projects, upmarket restaurants, hotels and similar assets delivering rental income. ||N/A ||Preferred dividend target of 4% per year, and 11% on exit. ||N/A ||€350,000 |
|12. Active Cap I Growth Fund ||The Active Cap Portuguese Growth Fund, FCR, invests in Portuguese enterprises with high potential growth, as well as research and development (R&D) opportunities. ||10 Years ||Contact the fund to learn more. ||N/A ||€50,000 |
|13. Arta Living Fund Portugal ||The Arta Fund invests primarily in upmarket residential property developments in the UK and Portugal. Investors have the option of taking ownership of a studio or 1-bedroom apartment in lieu of the principal capital investment upon exit. ||N/A ||Targeted return of 3% ||N/A ||€350,000 |
|14. Aston Gold Fund Portugal ||The Aston Fund invests in residential and commercial property developments, including supermarkets and logistics / warehousing opportunities ||N/A ||Contact the fund to learn more. ||N/A ||€50,000 |
|15. Sharing Fund Portugal ||The Sharing Fund invests in school infrastructure and student accommodation projects. ||6 Years or 10 Years ||Targeted annual return of 7%, with option to exit at 6 years, but with a 4% cap on return. ||N/A ||€250,000 |
|16. Indico Fund Portugal ||The Indico Fund invests in oceanic technologies (BlueTech) as well as oceanic sustainability opportunities. ||N/A ||Contact the fund to learn more. ||N/A ||€250,000 |
|17. Golden Bridge Fund Portugal ||Golden Bridge – FCR is a Venture Capital (VC) fund that invests in and develops residential real estate in upmarket areas of Lisbon. |
Launched by Gamma Capital and Dunas Capital and managed by Gamma, the fund is regulated by CMVM. No investment represents more than 30% of the fund’s portfolio.
|6 Years ||Targeted return of 8% per annum, and performance fee is 20% of returns exceeding 8% per year. ||June 2021 – CLOSED ||€50,000 |
|18. Next Fund Portugal ||Managed by STAG, the Next Fund invests in luxury real estate in Portugal and other Mediterranean countries. The fund also invests in premium commercial opportunities, including non-mall retail, coworking, healthcare centers and logistics infrastructure development projects. ||6 Years, with potential extensions. ||Annual targeted distribution of 3%, net of expenses. ||February 2022 ||€200,000 |
|19. Monarque Portugal L2 Fund (MPL1 Fund) ||Managed by Golden Monarque S.C.R, S.A (NOT “Monarch”), the MPL2 fund is the follow-up fund to the MLP1, now fully subscribed. |
The actively managed fund invests predominantly in bonds and securities issued mostly by Portuguese companies with strong asset bases and/or stable cashflows, providing a level of protection in downside scenarios.
|5 Years ||5% per year, with a 3% setup fee and management fees of 2% p.a. ||N/A ||€350,000 |
|21. GreyTech 2 Fund Portugal ||Managed by Iberis Capital Portugal, the GreyTech II Fund focuses on buyout and growth opportunities in innovative and well established companies. |
The fund targets mid-market Portuguese enterprises with EBITDAs between €2m-€5m within the industrial and technology sectors.
|4 Years + 2 x 2 Years, subject to investor preference. ||Contact the fund to learn more. ||N/A ||€250,000 |
|22. Planeur Portugal Fund ||The Planeur Fund (a VC fund) invests in real estate, technology, marketing, eco-tourism, as well as eco-agricultural enterprises and high-tech manufacturing. |
It is managed by Dunas Capital Portugal.
|10 Years ||Contact the fund to learn more. ||30 October 2022 ||€350,000 |
|23. Prima Capital Fund Portugal ||Managed by Optylon Krea, the Prima Capital Fund invests in short-term residential real estate. |
Leveraging both junior and senior equity investors seeking to apply for the Golden Visa Program, the fund finances Optylon Krea’s lifestyle oriented, serviced residences brand in Europe.
|N/A ||Contact the fund to learn more. ||N/A ||€150,000 for senior equity investors, and €500,000 for junior equity investors. |
|24. SIF Investment Fund Portugal ||The SIF Investment Fund invests in residential real estate developments. ||10 Years, with an exit option after 6 years. ||Contact the fund to learn more. ||June 2021 – CLOSED ||€50,000 |
|25. New Edge Fund Portugal ||Managed by Quadrantis Capital, the New Edge Fund invests in bonds and real estate opportunities. ||10 Years, with an exit option after 6 years. ||Contact the fund to learn more. ||31 March 2022 ||€350,000 |