Find Your Perfect Golden Visa Fund
Answer 5 simple questions to get personalized recommendations from our directory of CMVM-regulated Portugal Golden Visa investment funds.
What type of investments interest you most?
Select all that apply - we'll find funds matching any of your choices.
Private Equity
Investing in established private companies for long-term growth
Venture Capital
Backing early-stage startups with high growth potential
Private Credit / Debt
Lending to businesses - typically lower risk with steady returns
Infrastructure
Essential assets like energy, transport, and utilities
Clean Energy
Renewable energy and sustainability-focused investments
Digital Assets
Bitcoin, blockchain, and cryptocurrency investments
How the Fund Matcher Works
Finding the right investment fund for Portugal's Golden Visa program can be overwhelming. With over 30 CMVM-regulated funds offering varying strategies, fees, and lock-up periods, making an informed decision requires careful analysis of your personal circumstances.
Our Fund Matcher quiz simplifies this process by asking 5 targeted questions about your investment preferences. In under 2 minutes, you'll receive personalized recommendations based on funds that match your budget, risk tolerance, nationality, timeline, and income needs.
2 Minutes to Complete
5 simple questions to understand your investment profile
CMVM-Regulated Funds Only
All recommended funds are verified and regulated in Portugal
Nationality-Aware
US PFIC compliance and other nationality-specific considerations
Risk-Matched Results
Recommendations aligned with your risk tolerance
Who Should Use the Fund Matcher?
US Citizens & Residents: Our quiz identifies PFIC-compliant funds to help you avoid significant IRS penalties. US investors face unique tax considerations that most Golden Visa advisors overlook.
Conservative Investors: If capital preservation is your priority, we'll recommend funds with lower volatility, established track records, and focus on stable asset classes like debt and infrastructure.
Growth-Focused Investors: For those comfortable with higher risk, we'll surface venture capital, private equity, and emerging sector funds with higher target returns.
Income Seekers: Need regular distributions? We filter for funds offering annual or quarterly dividend payments to support your cash flow needs.
First-Time Golden Visa Applicants: New to Portugal's investment fund landscape? The quiz cuts through complexity and gives you a shortlist to research further.
What We Evaluate
Our matching algorithm considers multiple factors to find funds aligned with your goals:
- Investment Amount: Minimum subscription requirements (€100K–€500K+)
- Risk Tolerance: Conservative, moderate, or aggressive strategies
- Lock-Up Period: How long your capital is committed (5–10+ years)
- Nationality: US PFIC compliance and tax treaty considerations
- Income Needs: Distribution frequency and dividend policies
After completing the quiz, you can compare your matched funds in detail, view their full profiles, and contact fund managers directly. Prefer to browse manually? Visit our complete fund directory or explore by investment category.
Frequently Asked Questions
The quiz takes about 2 minutes to complete. It consists of 5 simple questions about your investment preferences, including your budget, risk tolerance, nationality, timeline, and income needs.
Yes, the Fund Matcher quiz is completely free. We provide personalized fund recommendations at no cost to help you navigate the Portugal Golden Visa investment landscape.
Our recommendations are based on your stated preferences and current fund data from our directory of CMVM-regulated funds. We match your budget, risk tolerance, nationality, timeline, and investment goals to eligible funds. All recommendations should be verified with professional financial advice.
Absolutely! You can retake the quiz as many times as you like to explore different scenarios. Each time you take the quiz, your URL updates with your answers so you can easily share or bookmark specific results.
You'll see a list of matching funds with key details like minimum investment, target returns, lock-up periods, and fees. You can save funds to your shortlist, compare them side-by-side, or contact fund managers directly through our platform.
Your quiz results are encoded in the URL, so you can share them with others or bookmark them for later. If you create an account, you can also save funds to your personal shortlist for comparison.
Nationality matters for Golden Visa fund selection, especially for US citizens. US investors need to consider PFIC (Passive Foreign Investment Company) rules that can result in significant tax penalties. We filter for US-compliant funds when you indicate US citizenship.
If no exact matches are found, we'll suggest adjusting your criteria or browsing our full fund directory. Sometimes relaxing the timeline or budget requirements reveals excellent options that still meet your core goals.
Prefer to Browse?
Explore our fund directory by investment strategy: