Optimize Portugal
Secure Your Plan B with a Golden Visa-Eligible Open-Ended Fund
- Euronext Lisbon Awards 2025
- Euronext Lisbon Awards 2026
About this solution
Portugal Golden Opportunities is an umbrella fund that provides flexible access to the Portuguese market through a range of specialised sub-funds, each with its own investment strategy and daily valuation. Investors can choose the approach that best suits their risk profile and objectives, while benefiting from diversified exposure to Portuguese equities, bonds and other financial instruments.
Minimum Fund Investment: € 1,000
Minimum Investment for Golden Visa Eligibility: € 500,000
Annual returns*
Risk level: 4 | Data from Portugal 80 sub-fund
2026 YTD data as of June 29, 2026
Four sub-funds, one vision
Portugal 80
At least 80% in stocks and bonds of Portuguese companies.
Portugal 80A
Similar to Optimize Portugal 80, but exclusively intended for accredited U.S. investors.
Portugal 85
Investment strategy with at least 85% in stocks and bonds of Portuguese companies.
Portugal Corporate bonds
No equity exposure, focused on bonds issued by Portuguese companies.
The original Portugal Golden Opportunities Fund is represented by the Portugal 80 sub-fund, preserving its track record and strategy.
Sector breakdown
Financials
24,9%
Industrial
19,5%
Consumer staples
13,3%
Materials
11,5%
Others
30,8%
Some holdings
Major Portuguese energy company
Market cap: 13,6 B€
Portuguese retail distribution group operating internationally
Market cap: 13,1 B€
Leading Portuguese oil and gas company
Market cap: 9,4 B€
Multinational construction and engineering group
Market cap: 1,5 B€
Optimize’s funds are well diversified, these are just a few examples of the fund’s current holdings.
Portugal 80 Fund performance
The Fund’s quote varies according to the performance of financial markets and the appreciation of the assets in its portfolio.
Beyond residency.
Built for performance.
Since inception, the fund has delivered strong annualized returns, showing that Portugal can offer not only residency optionality, but also a compelling investment opportunity.
The fund’s inception date was December 31, 2021.
Liquidity Without Redemption Fees
Your plans can change, and that’s okay. Enjoy the flexibility to redeem your investment at any time
Main advantages
Transparency
Listed assets, daily information
No restrictions
No lock-up period, no penalties
Diversification
Portfolio with multiple assets
Daily Liquidity
No redemption fee
U.S. Investors Advantages
- Subscribe Optimize Portugal Golden Opportunities Fund using your IRA - no LLC required
- The only Portuguese investment fund eligible for the Golden Visa and registered with the U.S. SEC.
Skip the Bank Account Hassle in Portugal
Transfer your funds directly from your bank account to Optimize.
Avoid additional time, unnecessary currency conversion costs, and potential bank-related fees.
Eligible countries include the United States of America, Canada, Australia, New Zealand, Hong Kong, South Africa, Turkey, South Korea, Indonesia, Brazil, Taiwan, Japan, the United Kingdom, Uruguay, Singapore, Israel, Malaysia, Switzerland, and all European Union countries.
Application process for Golden Visa through investment in funds
Listed on Morningstar and Financial Times
The fund can also be accessed on the Bloomberg Terminal under the ticker OPTPTGO PL.
Golden Visa Program
Optimize Portugal Golden Opportunities offers a secure path to Portugal’s Golden Visa.
- Living, working and studying in Portugal
- Extendable to family members
- It is necessary to spend only 7 days/year in Portugal
- 4th most powerful passport globally, with access to 191 countries
- Visa exemption for traveling within the “Schengen” area
- Portugal allows dual nationality
Featured Media & Insights
Interviews, podcasts, and video content discussing the Optimize Portugal Fund and Golden Visa program.
Act now before it's too late!
Contact Us
Documents
Optimize Investment Partners
Optimize Portugal Golden Opportunities
Fact Sheet
*Disclaimers
Returns
Past performance is not necessarily a guide to future performance. The value of the shares can increase or decrease depending on the risk level that varies between 1 (minimum risk) and 7 (maximum risk). The fund’s Prospectus and the Sub-funds KIIDs are available on the commercializing entities. The returns mentioned are net of management and deposit fees, audit costs and supervisory fee. The figures disclosed imply the taxation borne by the collective investment undertaking and the eventual payment of capital gains tax are investors responsibility. Investing in the collective investment undertaking may result in the loss of invested capital. The disclosed annualized performance measures, calculated based on a period exceeding one year, would only be obtained if the investment was made during the entire reference period. Data last updated on June 29, 2026.