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Investment Funds Portfolio

From Bitcoin breakthroughs to renewable energy revolutions, from hospitality havens to agricultural innovations, our meticulously curated portfolio of premium funds offers something extraordinary for every investor seeking Portuguese Golden Visa.

All funds in this page include:

  • MFG Consultants expert pre due-diligence

  • CMVM authorization

  • Successful Golden Visa approval 

  • Clear total cost breakdown

  • Portuguese legal partnership with proved track record

  • Regular investor reporting

​While the minimum Portuguese Golden Visa investment through funds is €500,000, you can diversify across multiple funds from our portfolio - conditions vary by fund, so download individual brochures or contact us to learn specific requirements.

We also provide honest and independent funds comparison so you can make your decision with complete peace of mind, and depending on your profile, we'll advise the best investment route from our portfolio​

Download our exclusive brochures today and discover how the right investment can transform your financial future while securing your European legacy.

 

Empowered People = Smart Decisions

All fund information presented in this analysis is based on brochures and materials provided by the respective fund managers and may become outdated over time as market conditions and fund terms evolve. Always contact MFG Consultants directly to access the most current fund information, comprehensive due diligence reports, and complimentary fund comparison analysis tailored to your specific investment objectives and risk profile.

Ready to explore these exceptional investment opportunities?

📞 Leave Message: +351 916 008 844 (WhatsApp available)  
📧 Email: info@mfg-consultants.com or use the form at the bottom of this page

T Fund (Hospitality Excellence)

Key Metrics:
- Expected ROI: 8% IRR NET per annum
- Risk Level: Low Risk
- Fund Term: 7 years
- Management Fee: 0.6% annually
- Subscription Fee:No subscription fees

 

Key Benefits:
• Upfront Returns - Yields up to 21% paid upfront with advance paid coupons as investor protection
• Strategic Hospitality Focus - Targets prime Portuguese hotel enterprises with exceptional growth prospects
• Proven Track Record - Strong Golden Visa track record with established performance history
• Cost Efficiency - No subscription fees and competitive 0.6% annual management fee structure
• Risk Mitigation - Advance payment structure reduces investment risk and provides immediate returns
• Portuguese Market Leadership - Leverages Portugal's thriving tourism sector and hospitality management expertise

• Direct investment transfers from clients interested in the fund for Golden Visa purposes, eliminating the need to open an individual Portuguese bank account.

Wheels Fund (Classic Automotive Investment)

Key Metrics:
- Expected ROI: 120% NET ROI over fund term
- Risk Level: Medium-High Risk
- Fund Term: 8 years
- Management Fee: 1% flat + 20% performance fee (5% hurdle rate)
- Subscription Fee: 1.5%

Key Benefits:
• Exceptional Historical Performance - Classic car market showing 13% annual growth over past decade
• Tangible Asset Investment - Physical ownership of appreciating luxury vehicles with intrinsic value
• Scarcity Premium - Limited production vintage models experiencing 500%+ value increases
• Market Outperformance - Consistently outperforming traditional investment options
• Enjoyment Factor - Pride of ownership and potential personal use of classic vehicles
• Alternative Asset Diversification - Unique exposure outside traditional financial markets

Panorama Fund (Diversified Multi-Sector)

Key Metrics:
- Expected ROI: 8% IRR NET per annum
- Risk Level: Medium Risk
- Fund Term:** 8 years
- Management Fee: 2% annually
- Subscription Fee: 1.5%

Key Benefits:
• Triple Sector Exposure - Renewable Energy, Tourism, and Agriculture sector diversification
• Fund of Funds Structure - Access to leading fund managers without double cost layering
• Strategic Co-Investment - Partners with established local players with proven track records
• Portugal Growth Story - Comprehensive exposure to Portugal's key growth industries
• Risk Diversification - Spreads investment across multiple high-potential sectors
• Expert Management - Leverages specialized fund managers in each sector for optimal performance

Novas Fronteiras Energy Fund (Clean Energy Pioneer)

Key Metrics:

- Expected ROI: 8-10% per annum (10% achieved in 2024)
- Risk Level: Low-Medium Risk
- Management Fee: 0.5% annually
- Subscription Fee: 1.125% (special promotion until August 2025)

Key Benefits:
• Renewable Energy Exclusivity - One of the few Golden Visa funds dedicated solely to solar and wind
• National Interest Status - Santa Marta project designated "Project of National Interest" for expedited approvals
• Tax Optimization - 0% capital gains tax for non-resident investors in Portugal
• Proven Management - Track record of €600+ million raised and successful project developments
• Strategic Location Advantage - Southern Portugal's premium solar conditions with 3,000+ sun-hours annually
• Environmental Impact - Direct contribution to Portugal's energy transition and sustainability goals

Mercury Fund (Portuguese SME Growth)

Key Metrics:

- Expected ROI: 15% IRR
- Risk Level: Medium-High Risk
- Fund Term: 7 years
- Management Fee: 3% annually
- Subscription Fee: 2%

Key Benefits:
• High Return Potential - Target 15% IRR through mature Portuguese SME/Mid-Cap investments
• Diversified Sector Exposure - Industrial, agrobusiness, health, retail, services, transportation & logistics
• Downside Protection - Flexible instruments favoring equity-like returns with strong protection
• Local Market Expertise - Deep understanding of Portuguese business landscape and opportunities
• Sustainable Business Models - Focus on companies with proven, sustainable operational frameworks
• Growth Capital Strategy - Supporting established businesses in expansion and development phases

Laranja Fund (Crypto Investment)

Key Metrics:
- Expected ROI: Tied to Bitcoin performance (90% to investors/10% performance fee)
- Risk Level: High Risk
- Fund Term: 8 years (6-year investment + 2-year divestment period)
- Management Fee: 1% annually
- Setup Fee: 3.50%

Key Benefits:
• Direct Bitcoin Ownership - Full control and price exposure through dedicated SPV specializing exclusively in Bitcoin trading
• Institutional-Grade Security - BitGo custody with insured cold storage protected by Lloyd's of London (€250M coverage)
• Golden Visa Qualification - 60% invested in Portuguese entities leveraging crypto-friendly regulatory environment
• Tax Optimization - Non-residents enjoy 0% tax on profits, residents subject to only 10% withholding tax
• Experienced Management -  with €150M+ managed since 2015 and 30+ years combined experience
• Comprehensive Protection - Multi-signature technology and industry-leading security standards safeguarding against hacks and operational risks

Wine Fund (Luxury Hospitality & Wine Tourism)

Key Metrics:

- Expected ROI: Class A: 7% IRR | Class B: 15% IRR
- Risk Level: Medium Risk
- Fund Term 8 years
- Management Fee: t.b.c.
- Subscription Fee: 1.50% (first 12 months) / 1.75% (thereafter)

Key Benefits:
• Dual Return Structure - Class A preferred returns with yearly distributions up to 3%
• Luxury Sector Focus - First eco & wine tourism fund in sustainable hospitality and real estate
• Tax Advantages - 0% income tax for non-residents and inheritance tax exemption
• Exclusive Investor Benefits - Premium hotel accommodations, wines, and ESG activity participation
• Perfect Golden Visa Timing - 8-year term allows completion of 5-year residency and sixth-year citizenship application
• ESG Integration - Sustainable approach with environmental and social certifications

Soccer/Football GV Fund (Sports Investment)

Key Metrics:

- Expected ROI: 3-5% per annum
- Risk Level: Medium Risk
- Fund Term: 10 years
- Management Fee: t.b.c.
- Subscription Fee: t.b.c.

Key Benefits:
• Global Sports Exposure - International multi-club investment fund bridging markets
• Philanthropic Impact - Community development and youth sports program support
• Diversified Football Assets - Club acquisitions, TV rights, player transfers, and related assets
• Long-term Growth Strategy - 10-year term allowing for substantial sports market development
• Social Responsibility - Focus on giving back to communities and fostering young talent
• Unique Investment Opportunity - Rare access to professional football industry investments

Hospitality M Fund (Tourism Infrastructure)

Key Metrics:

- Expected ROI: 2% fixed annual income + bonuses
- Risk Level: Low Risk
- Fund Term: 6+ years
- Management Fee: No annual management fee
- Subscription Fee: No subscription fee

Key Benefits:
• Guaranteed Fixed Income - 2% annual returns collectible after first year
• Zero Fee Structure - No management or subscription fees maximizing investor returns
• Tax-Free Income - No tax on income for qualifying investors
• Guaranteed Buyback - 100% capital protection after 6 years or citizenship acquisition
• Luxury Benefits - 7-night free accommodation at selected luxury hotels for investors and spouses
• Performance Bonuses - Additional 2% bonuses at years 8, 10, and 12 under qualifying conditions

• Direct investment transfers from clients interested in the fund for Golden Visa purposes, eliminating the need to open an individual Portuguese bank account.

SPCONT FUND (AI Innovation)

Key Metrics:

- Expected ROI: 15-20% annual target
- Risk Level: High Risk
- Fund Term: 10 years
- Management Fee: 2% on subscribed capital
- Setup Fee: 2% on subscribed capital

Key Benefits:
• AI Revolution Participation - Direct exposure to artificial intelligence sector growth
• Double-Digit Returns - Target annual returns of 15-20% in emerging technology
• Established AI Partnership - Allocation to Datamentors with proven international track record
• Risk Mitigation Strategy - Unique value aggregator business model reducing implementation risks
• General Partner Commitment - €1M commitment from fund managers demonstrating confidence
• Technology Leadership - Access to cutting-edge AI expertise, assets, and operating frameworks

SPIND Fund  (Conservative Diversified Portfolio)

Key Metrics:

- Expected ROI: 8% IRR target
- Risk Level: Low Risk
- Fund Term: 10 years
- Management Fee: 2% annually on committed capital
- Subscription Fee: 2% on committed capital

Key Benefits:
• Conservative Strategy - Asset-backed securities ensuring investment security and stability
• Diversified Asset Base - Bonds, stocks, commodities, and tangible assets across global markets
• Luxury Goods Exposure - E-commerce platform for luxury goods and classic vehicle investments
• Global Bond Portfolio - Portuguese, American, and European corporate and government bonds
• Professional Management Support - Assists portfolio companies with financial management and team development
• Tangible Asset Protection - Focus on companies with substantial physical asset backing

Earth Fund (Sustainable Agriculture)

Key Metrics:

- Expected ROI: 10% IRR
- Risk Level: Medium Risk
- Fund Term: 7 years
- Management Fee: 1% annually
- Subscription Fee: 1.5%

Key Benefits:
• Environmental Regeneration - Mission-driven approach to Portugal's agricultural landscape restoration
• Organic Transition Focus - Large orchard cultivation with emphasis on organic farming and soil health
• Established Asset Base - €20 million of assets and committed investment upon launch
• Impact Investment Leadership - Introducing sustainable impact investing to Golden Visa market
• Generational Legacy - Combines EU citizenship pathway with environmental stewardship
• Agribusiness Innovation - Breaking traditional investment patterns with sustainable agriculture focus

Cedro Preferred Yield II (Conservative Growth)

Key Metrics:

- Expected ROI: 3% preferred + 60% of returns above 3% / 5% target
- Risk Level: Low Risk
- Fund Term: 10 years (6-year investment period)
- Management Fee: 1% annually
- Subscription Fee: 2.25%

Key Benefits:
• Capital Preservation Strategy - Low-risk approach prioritizing capital protection over aggressive growth
• Diversified Sector Exposure - Education, healthcare, hospitality, industry, IT, renewable energy, and R&D
• Preferred Return Structure - Guaranteed 3% annual compounded net return for investors
• Asset-Backed Projects - Investment in cash flow-generating projects with tangible asset backing
• Market Risk-Adjusted Returns - Designed to generate returns while minimizing market exposure
• Opportunistic Growth Component - Additional investments in high-potential companies with realistic appreciation

Activo Fund (Private Equity Excellence)

Key Metrics:

- Expected ROI: 15% IRR over fund life
- Risk Level: Medium-High Risk
- Fund Term: 8 years (+2 year extensions)
- Management Fee: 2% annually
- Setup Fee: 2% for subscriptions under €1,000,000

Key Benefits:
• Growth Equity Focus - Primary capital for expansion opportunities and step-change initiatives
• Industry Specialist Network - Access to extensive network of industry and functional advisors
• Local Expertise Advantage - Deep Portuguese market knowledge with international investment experience
• Active Minority Positions - Strategic influence in niche leaders and innovative companies
• Performance Fee Alignment - 20% carried interest above 7% IRR hurdle rate with catch-up
• Proven Investment Team - Joint extensive local and international investment experience

Quad Energy Efficiency Fund (Clean Technology)

Key Metrics:

- Expected ROI: 6% annual return
- Risk Level: Medium Risk
- Fund Term: 10 years
- Management Fee: 2.5% AUM (minimum €60K for 2 years)
- Setup Fee: 3%

Key Benefits:
• Energy Transition Alignment - Capitalizes on Portugal's 80% renewable electricity target by 2030
• Technology Sector Focus - Energy efficiency, renewable energies, and cleantech investments
• High-Tech Company Creation - Fosters new companies in advanced energy production technologies
• Management Team Experience - Leverages complete alignment between investors and portfolio companies
• Solar Energy Growth - Positioned for solar energy's 27% contribution growth over next decade
• Performance Upside Sharing - 70/30 upside sharing above 3.5% hurdle rate with fund manager

• Direct investment transfers from clients interested in the fund for Golden Visa purposes, eliminating the need to open an individual Portuguese bank account.

Quad Private Equity Fund (Credit & Receivables)

Key Metrics:

- Expected ROI: 6% per year
- Risk Level: Low-Medium Risk
- Fund Term: 5-year investment period
- Management Fee: 2%
- Subscription Fee: t.b.c.

Key Benefits:
• Diversified Credit Portfolio - Telecom, food & beverage, sportswear, and payment platform receivables
• Predictable Cash Flows - Focus on subscription-based services and long-term contracts
• Brand Loyalty Advantage - Investment in companies with strong brand recognition and market presence
• Payment Platform Security - Leverages financial stability of major payment platform operators
• Recession-Resistant Sectors - Essential goods and services providing stability during economic fluctuations
• Hard Cap Target - €75 million fund size ensuring focused investment approach

• Direct investment transfers from clients interested in the fund for Golden Visa purposes, eliminating the need to open an individual Portuguese bank account.

Quad Hospitality Fund (Commercial Real Estate)

Key Metrics:

- Expected ROI: 6% IRR per year
- Risk Level: Medium Risk
- Fund Term: Up to 10 years
- Management Fee: 2% annually on committed capital
- Subscription Fee: 2%

Key Benefits:
• Commercial Real Estate Focus - Diversified investments in commercial property and hospitality assets
• Risk-Adjusted Returns - Asset allocation targeting high profitability with early return potential
• Guaranteed Buyback - Fund repurchases investor units after 10 years ensuring capital return
• No Exit Fees - Zero exit fees maximizing investor returns upon fund conclusion
• Early Return Strategy - Structured for early returns through diversified hospitality investments
• Professional Asset Management - Experienced team in commercial real estate and hospitality sectors

• Direct investment transfers from clients interested in the fund for Golden Visa purposes, eliminating the need to open an individual Portuguese bank account.

Esmeralda Capital Fund (Renewable Energy Development)

Key Metrics:

- Expected ROI: 5% IRR net of costs (income distribution from year 3)
- Risk Level: Low-Medium Risk
- Fund Term: t.b.c.
- Management Fee: 0.95% annually on subscribed capital
- Subscription Fee: 0.5% - 1.5%

Key Benefits:
• Advanced Project Portfolio - Projects in operation, Ready-to-Build (RTB), or late-stage development
• Grid Connection Ownership - Secure owned grid connections reducing project risk significantly
• Proven Track Record - Successful investments with projects already connected and generating cash flow
• Multi-Country Exposure - Investments across Portugal (60%), Spain, Italy, and UK markets
• Diversified Green Energy - Solar, wind, and energy storage technologies in single portfolio
• Transparency Commitment - Clear operational insights and accountability in all fund operations

Crypto Fund (Bitcoin Investment)

Key Metrics:

- Expected ROI: Tied to Bitcoin performance (90% to investors/10% to advisor)
- Risk Level: High Risk
- Fund Term: t.b.c.
- Management Fee: 1.5% annually
- Onboarding Fee: €10,000 one-time

Key Benefits:
• First Golden Visa Bitcoin Fund - Unique opportunity combining cryptocurrency exposure with EU residency
• Pure Bitcoin Exposure - 100% passive bitcoin holding through ETFs for security and simplicity
• Regulatory Compliance - CMVM oversight and regulation ensuring legal framework compliance
• Professional Custody - Cryptocurrency custody solutions through established depository bank
• Audit Transparency - Rigorous BDO audits with complete investor access to audit reports
• Historical Performance - Bitcoin outperformed every asset class in 8 of past 11 years

Blue Fund (Blue Economy Sustainability)

Key Metrics:
- Expected ROI: >20% IRR and >3.3x MoM target
- Risk Level: Medium-High Risk
- Fund Term: t.b.c.
- Management Fee: 2% annually
- Setup Fee: 3%

Key Benefits:
• Blue Economy Pioneer - First fund combining sustainability with private equity returns in marine sector
• European Investment Fund Partnership - EIF as anchor investor with EU commission co-financing
• SME & Mid-Cap Focus - High growth potential companies in sustainable blue economy sectors
• Active Ownership Strategy - 40-60% equity stakes enabling strategic decision influence
• 20+ Years Track Record - Management team experience delivering strong Iberian Peninsula returns
• Sustainability Standards - Strong ESG focus aligned with environmental protection and ocean conservation

Adventure Fund (Deep Tech & AI Innovation)

Key Metrics:

- Expected ROI: 4x target IRR
- Risk Level: High Risk
- Fund Term: t.b.c.
- Management Fee: 2% (dropping 0.2% annually after investment period)
- Setup Fee: 1%

Key Benefits:
• Cutting-Edge Technology Focus - Deep tech, climate tech, ICT, hardware, and AI investments
• European Innovation Access - €95 billion Horizon Europe funding access for portfolio companies
• Market Disruption Strategy - Targeting companies with potential to disrupt established markets
• R&D Leadership Position - Europe's 28% share of global climate tech patents advantage
• Corporate Collaboration - Increased corporate appetite for startup partnerships enabling faster commercialization
• Regional Diversification - 60% Portugal focus with 40% broader European exposure

FCT Fund (Brazil-Portugal Renewable Energy)

Key Metrics:

- Expected ROI: 8% IRR target
- Risk Level: Medium Risk
- Fund Term: t.b.c.
- Management Fee: 0.50% annually (minimum €60,000)
- Setup Fee: 5% one-off

Key Benefits:
• Bi-National Opportunity - Renewable energy investments across Portugal and Brazil markets
• Solar Energy Specialization - Focus on photovoltaic panels for self-consumption and distributed generation
• Proven Stakeholder Network - Investment advisers and co-investors with established track records
• Growing Power Demand - Capitalizes on global renewable energy transition and zero carbon policies
• Inception Project Portfolio - Fund launches with existing projects under development
• Class Structure Benefits - Preferential capital redemption and prorated income distribution

Octa Horizonte (Fixed Income & Digital Assets)

Key Metrics:

- Expected ROI: t.b.c.
- Risk Level: Medium Risk
- Fund Term: 5-year path to citizenship
- Management Fee: 2% annually
- Setup Fee: 2%

Key Benefits:
• Hybrid Investment Strategy - Up to 65% fixed income and 35% digital assets (BTC, ETH, SOL)
• Portuguese Credit Focus - 16-20 Portuguese issuers with BB or above credit ratings
• Regulated Crypto Exposure - Digital assets through ETFs or regulated custodians
• European Residency Path - 5-year pathway to European citizenship through Golden Visa
• Diversified Portfolio - PSI-20 listed companies providing local market stability
• Performance Fee Structure - Category A: 20% above benchmark return alignment
 

ST Iberian (Sustainable Energy Transition)

Key Metrics:

- Expected ROI: 8% per year target
- Risk Level: Medium Risk
- Fund Term: t.b.c.
- Management Fee: 0.4% quarterly
- Subscription Fee: 1%

Key Benefits:
• Renewable Energy Focus - Energy efficiency, carbon reduction, and clean mobility infrastructure
• Portugal 2030 Alignment - Contributes to Portugal's renewable electricity generation targets
• UN SDG Compliance - Aligned with Sustainable Development Goals for clean energy and climate action
• Target Distribution - 4% annual distribution after subscription period
• Performance Class Options - Class B: 80% above 6% hurdle | Class C: 85% above 6% hurdle
• Net-Zero Transition - Strategic positioning in global transition to sustainable energy future

HT Fund (Balanced Mixed Portfolio)

Key Metrics:

- Expected ROI: 5% per year net of fees
- Risk Level: Low-Medium Risk
- Fund Term: Open-ended with daily liquidity
- Management Fee: 1.50% annually
- Subscription Fee: 2%

Key Benefits:
• Daily Liquidity Access - Open-ended structure with 4-5 business day redemption processing
• Strategic Portugal Allocation - Minimum 60% assets in Portuguese debt and equity investments
• Tax Efficiency - Non-tax residents enjoy exemption on income and capital gains
• Diversified Asset Classes - Equities, bonds, ETFs, and other investment funds exposure
• Flexible Investment Period - Minimum 3-year recommendation with redemption flexibility
• Risk Management - Strict concentration limits and professional portfolio management

Pharmaceutical PT GV Fund (Healthcare Innovation)

Key Metrics:

- Expected ROI: 59.46% total return / 7% IRR
- Risk Level: Low-Medium Risk
- Fund Term:** 8 years
- Management Fee: 0.6% annually
- Subscription Fee: 1.5% (maximum €5,000)

Key Benefits:
• Healthcare Sector Stability - Essential industry with consistent demand and recession resistance
• First Pharmacy-Focused Fund - Inaugural Portuguese pharmacy sector venture capital opportunity
• Management Expertise - Extensive pharmacy management and consultancy experience
• Strategic Hurdle Rate - 3.5% hurdle rate with performance fees above threshold
• Golden Visa Optimization - 8-year term perfectly aligns with 5-year residency and citizenship timeline
• Essential Services Focus - Investment in critical healthcare infrastructure and services

Golden Fund (Conservative Debt Investment)

Key Metrics:

- Expected ROI: 2% per annum (starting Year 2)
- Risk Level: Low Risk
- Fund Term: 7 years (with up to 3 annual extensions - possible)
Management Fee: 2% annually
- Setup Fee: Class A (€250K+): €500 | Class B (€100K+): €500 + 2.5%

Key Benefits:

- Strong Downside Protection - Debt/loan structure instead of equity with high-quality underlying assets providing capital security
- Institutional-Grade Management - 70+ years combined experience including ex-Partner of Citigroup Venture Capital International
- Diversified Asset Allocation - Minimum 67% convertible bonds/loans, up to 33% corporate bonds from resilient sectors
- Premium Banking Partners - Bison Bank depositary (#1 for Portugal Golden Visa) and Deloitte audit services
Proprietary Deal Access - Deep-rooted financial market connections providing exclusive access to high-quality debt securities
- Regulated Investment Vehicle - CMVM-supervised private equity fund with transparent reporting and investor protection framework- 

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