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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.

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All funds in this page include:

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  • 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

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​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.

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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​

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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

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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presented in this analysis is based on brochures and materials provided by the respective fund managers and may become outdated over time as market conditions and fund terms evolve.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.

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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

Future Tech Fund (High-Growth Start-Ups in Technology & Life Sciences)

Key Metrics

  • Expected ROI: Targeting >20% IRR (based on strong venture capital performance in global tech and life sciences sectors)

  • Risk Level: Medium–High, typical of early- and growth-stage venture capital but mitigated by diversified portfolio across ~17–19 companies

  • Fund Term: 7 years (investment period until end-2025; fund liquidation by June 2031)

  • Minimum Investment: €100,000 (qualifies for Portuguese Golden Visa at €500,000 level)

  • Fund Scale & Backing: €35 M anchor commitment by Banco Português de Fomento (BPF) under the national Venture Capital programme; final closing targets additional €15 M from private investors by Oct 2024

  • Target Portfolio: Average €2.5 M tickets in each company, focusing on Portuguese and Brazil-linked start-ups and scale-ups with proven market traction and global expansion plans

  • Investment Instruments: Equity and convertible bonds to ensure significant strategic participation in portfolio companies

  • Tax Benefits: 0% applicable capital-gains tax for non-residents (subject to eligibility)

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Key Benefits

  • Venture Capital Growth Focus – Dedicated to next-generation Future Tech & Life Sciences sectors, including AI, blockchain, cleantech, advanced mobility, health tech, biotech, circular economy, food engineering

  • High-Impact Potential – Portfolio companies selected from an initial screening of 200+ businesses, aiming for global scalability and accelerated value creation

  • Strong Institutional Support – Backed by BPF / FdCR programme funded through EU Recovery and Resilience Plan, adding credibility and risk-sharing with a public anchor investor

  • Innovation-Led Diversification – Spreads exposure across multiple high-growth industries and geographies (Portugal & Brazil) to capture varied market opportunities

  • Proximity and Active Engagement – Uses hybrid capital instruments to secure relevant management participation, allowing hands-on guidance in scaling operations

  • Proven Manager Expertise – Managed by IMGA, Portugal’s largest independent investment-fund manager with 35+ years of experience and €5 B AUM

  • Favorable VC Market Dynamics – Portugal’s innovation ecosystem benefits from EU funding, strong start-up pipeline, and established unicorn track record

Portugal Liquid Opportunities Fund (High-Conviction Public Equities Strategy)

Key Metrics

  • Expected ROI: Targeting PE-like return profile with historical public-market performance showing ~11% annual alpha over MSCI ACWI; long-term aggregate >2.5× MSCI ACWI returns

  • Risk Level: Medium – diversified across Portuguese large/mid-caps and select international small/micro-caps, supported by strong fundamental research and activist engagement

  • Liquidity: Open-ended, perpetual fund – redemptions available (typically unrestricted after 2–3 years), offering higher liquidity than traditional private-equity funds

  • Fund Structure: Majority allocation to >60% Portuguese large & mid-cap equities, <40% to high-conviction international equities in under-followed markets

  • Target Strategy: Concentrated portfolio of 8–15 highest-conviction ideas, aiming for structural alpha in limited-capacity niches

  • Manager Track Record: >€1.4 B AUM, 80+ companies invested, 40+ successful exits, aggregate IRR >30% in PE strategies

  • Investor Base: Institutional investors, HNWIs, EU entities, Portuguese banks, US foundations

  • Golden Visa Eligibility: Qualifies under Portuguese GV rules for €500,000 capital contribution

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Key Benefits

  • Hybrid of Liquidity & High Returns – Open-ended structure provides redemption flexibility while targeting private-equity-style returns through active, high-conviction investing

  • Proven Alpha Generation – Public equities track record shows >2.5× MSCI ACWI cumulative return, equivalent to ~11% annual alpha since inception

  • Focused Structural Alpha – Specializes in small/micro-cap value & special-situations where deep PE-style due diligence and concentrated stakes can unlock hidden value

  • Seasoned PE Heritage – Leverages 23-member investment team with complementary private-equity and public-markets expertise for in-depth company engagement and value creation

  • Diversification Advantage – >60% allocation to Portuguese equities with established champions in key sectors; <40% to international equities in regions such as Nordics, Iberia, LATAM, Canada, and UK

  • Alignment of Interests – Significant team co-investment and performance-based incentives ensure strong alignment between fund managers and investors

  • Defensive in Inflationary Periods – Public-market investments historically outpaced inflation by 6–8% per year, contributing to long-term purchasing-power protection

Quad Hospitality Fund (Premium Hotel & Serviced-Apartment Assets in Portugal)

Key Metrics

  • Expected ROI: ~10% annual target return (historical track record of comparable Quad-managed funds: ~11–12%)

  • Risk Level: Low–Medium risk, supported by institutional-grade assets and established operators

  • Fund Term: 10 years (maturity 2034) with early exit option after year 5

  • Management Fee: 1.5% per annum

  • Subscription Fee: None (no set-up or subscription charges)

  • Target Fund Size: €125 million hard cap

  • Minimum Investment: €100,000 (€500,000 for Portuguese Golden Visa eligibility)

  • Regulatory Oversight: Fully registered and supervised by CMVM

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Key Benefits

  • Hospitality-Focused Growth – 100% dedicated to high-potential hotel, serviced-apartment and tourism-related assets in Portugal; no sector dilution

  • Immediate Income Orientation – Seeks annual dividend distributions based on operational cash flows from established assets

  • Proven Track Record – Management team with >30 years of experience and historical fund returns in the 11–15% range

    MFG Consultants - Quad Hospital…

  • Institutional-Grade Scale – €125 million target size enables participation in landmark developments with Tier-1 operators such as Hilton

  • High-Profile Pipeline – Includes flagship projects like:

    • Hilton Porto Metropolitan Area: 300+ serviced apartments near Porto city

    • Hilton Açores: 5-star DoubleTree resort on São Miguel Island with €30 M valuation and €2 M EBITDA

  • Investor-Friendly Terms – Transparent income distribution, no performance fees, and tax advantages for non-residents

  • Operational Asset Base – Focus on enhancing and expanding existing hotels and serviced residences for faster cash-flow generation

Legado C Fund — Strategic Private Equity for Long-Term Growth

Key Metrics

  • Target IRR: > 15 %

  • Fund Size: € 50 M

  • Fund Term: 8 years (maturity Feb 2032)

  • Investment Period: 4 years (until 2028)

  • Minimum Investment: € 150 000 

  • Fees: 3 % subscription | 2 % management | 20 % carry above 6.5 % hurdle

  • Structure: Closed-ended | No early redemptions | Dividend distributions from 2027/28

  • Supervision: CMVM (Portuguese Securities Market Commission)

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Key Benefits

  • Proven Management Track Record has invested over €600 M in 89 companies and completed 30 successful exits. Previous funds like MedCapital delivered double-digit IRRs through strategic sales to Luz Saúde and other institutional buyers.

  • Value-Creation Focus: The fund targets established SMEs (revenues > € 3 M | EBITDA > € 1 M | EBITDA margin > 10 %) and implements growth, efficiency, digital transformation, and ESG improvement strategies to enhance long-term equity value.

  • Diversified Multi-Sector Approach: Balanced exposure across industry, education, agriculture and energy sectors with long-term tailwinds and low correlation to cyclical market fluctuations.

  • Institutional-Grade Governance: Fully regulated and audited structure under CMVM supervision, with Portuguese depository bank and independent auditor ensuring transparency and investor protection.

  • Golden Visa Compatibility: Complies fully with current CMVM eligibility rules. Ideal for investors seeking higher return potential and long-term value creation through a structured, hands-on private-equity approach.

 

Summary: This fund offers discerning investors a high-conviction, professionally managed Portuguese private-equity opportunity, combining strong returns, measurable impact, and full Golden Visa eligibility within a CMVM-regulated framework.

Aurora Equity Fund (Solar Energy & Energy-Efficiency Investments in Iberia and Brazil)

Key Metrics

  • Expected ROI for GV Investors: Up to 4% annual IRR during participation in the Golden Visa programme, with additional upside for Class A investors

  • Risk Level: Low–Medium, focused on operational or near-operational solar and energy-efficiency assets with long-term contracted revenues and AAA-rated off-takers

  • Fund Term: 12 years (with possible 1-year extensions decided by the Unit-holders’ General Meeting)

  • Fund Size Target: €50 million

  • Investment Period: 5 years from fund incorporation (extendable by 1 year)

  • Management Fee: 2% annually on invested capital

  • Subscription Fee: 0%

  • Carried Interest: 20% of realized gains above a 4% hurdle rate

  • Golden Visa Eligible: Yes — with buy-back guarantee at the end of ARI programme participation, supported by Class A investors

  • Liquidity: Early liquidity supported by Magnify Capital Partners for GV investors needing exit before programme completion

  • Regulation: Fully registered and supervised by CMVM; USA-FATCA compliant, QEF-elected PFIC

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Key Benefits

  • Sustainability-Focused Investment – 100% dedicated to solar energy, energy-efficiency solutions and energy-technology supply in Portugal, Spain and Brazil, contributing to the global energy transition

  • Stable & Predictable Income – Prioritizes operational solar assets with long-term secured contracts, reducing exposure to construction, licensing and regulatory delays

  • Proven Off-Takers & Credit Strength – Contracts backed by AAA-rated industrial, mining and energy conglomerates, ensuring revenue reliability

  • Buy-Back Security for GV Investors – Class A investors guarantee redemption of participation units at the end of the Golden Visa period

  • Diversified Growth Strategy – Three-pillar investment model:

    1. Acquisition & optimization of operational solar assets

    2. Supply of energy technologies & financing solutions for new builds and retrofits

    3. Consultancy & operational services to improve efficiency and mitigate risks for solar operators

  • Strategic Geographic Footprint – Targets high-sunlight regions with strong demand growth:

    • Iberia: Portugal +483% and Spain +229% solar-capacity growth since 2020

    • Brazil: 400% capacity growth since 2020, >50 GW installed, with huge potential in remote off-grid areas

  • Robust Development Pipeline – Includes large-scale sites such as Porto do Açu (RJ), starting operations in 2027 with 220 MWp initial demand and 374 MWp peak power

  • Environmental Impact – Existing Brazilian portfolio of 65 MWp serves ~66,000 households annually, avoiding ~25,800 t CO₂ per year — equivalent to 43,000 trees planted annually

  • Golden Visa Alignment – Fully eligible, with independent legal opinions confirming compliance, and benefits from Portugal’s favourable residency path with competitive minimum-stay requirements

Atlantico C Fund (Open-Ended Diversified Blue-Chip & Global Leaders Strategy)

Key Metrics

  • Expected ROI: Target >10% annualized return with volatility below the market index, supported by back-tested 15-year performance delivering ~12% annualized return with lower drawdowns

  • Risk Level: Low–Medium, emphasizing quality blue-chip equities in Portugal (>60%) and diversified global leaders (<40%) for uncorrelated exposure and disciplined downside mitigation

  • Fund Term: Evergreen / Open-Ended, allowing continuous subscriptions and redemptions

  • Minimum Investment: €100,000 (eligible for Portuguese Golden Visa at €500,000)

  • Management Fee: 1.5% per annum on Net Asset Value

  • Set-Up Fee: 2% one-off on capital subscribed

  • Carried Interest: 20% of returns above a 5.25% hurdle rate

  • Liquidity: Monthly redemption, with declining fees for early exits (3% <1 year; 2% <2 years; 1% <3 years)

  • Regulation: Fully supervised by CMVM, with institutional-grade governance, depository bank and independent auditor

  • Tax Efficiency: 0% corporate income tax (CIT) at the fund level and 0% withholding tax for non-resident investors

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Key Benefits

  • Golden-Visa-Friendly Diversification – Lower complexity than direct property or business ownership, with regulated, transparent reporting and competitive minimum-stay requirement (14 days / 2 years)

  • Smart, Balanced Strategy – Uses macro-driven asset-allocation signals to shift between equities, bonds, commodities, and gold, capturing upside in growth phases and cushioning drawdowns in downturns

  • Quality-Focused Portuguese Core (>60%) – Anchored in the country’s most resilient blue-chip leaders:

    • EDP, REN (utilities)

    • Galp Energia (energy)

    • Jerónimo Martins, SONAE (retail / conglomerates)

    • Navigator, Semapa (pulp, paper & industrial)

    • Millennium BCP (banking), NOS (telecom)

  • Global Diversification (<40%) – Exposure to high-conviction global leaders in key growth sectors:

    • Broadcom, TSMC, Arista Networks (semiconductors & networking)

    • Novo Nordisk (healthcare)

    • MercadoLibre (e-commerce & fintech)

    • Progressive, Kinsale (specialty insurance)

    • United Rentals, Heico (industrials)

  • Risk Mitigation & Liquidity – Blend of quality equity, bonds, and defensive commodities, with disciplined drawdown-management rules and monthly redemption flexibility

  • Proven Manager Expertise – Managed by a seasoned independent Portuguese PE/asset-management house (est. 2009), affiliated with Gaw Capital Partners ($36 B AUM, global presence)

  • Golden Visa Compliance & Tax Advantages – Fully aligned with ARI rules, exempt from Portuguese CIT and withholding for non-residents, making it an efficient wealth-preservation vehicle for HNWIs

60D Fund (UCITS Portuguese Equities for Golden Visa Investors)

Key Metrics

  • Fund Type: UCITS Equity Fund, fully liquid and listed, eligible for Portuguese Golden Visa (ARI) investment

  • Manager Experience: Managed by SG S.A., with 30+ years of expertise in equity markets and an award-winning investment team

  • Target Focus: Portuguese listed equities, diversified across market-leading companies and key economic sectors

  • Risk Level: Medium, with active portfolio management in public equities

  • Liquidity: Daily subscription and redemption due to UCITS structure – higher liquidity vs. closed-end PE funds

  • Golden Visa Eligibility: Recognized under ARI programme for investments in Portuguese-domiciled UCITS

  • Tax Efficiency: For non-resident investors – no Portuguese withholding tax on capital gains, UCITS-compliant structure

  • Digital Access: Real-time portfolio monitoring and reporting available through the Sixty Degrees investor app

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Key Benefits

  • Golden-Visa-Compatible Simplicity – A straightforward and highly liquid UCITS equity-fund route to Portuguese residency and citizenship, without lock-in typical of private-equity funds

  • Strong Portuguese Market Exposure – Focused on blue-chip and high-quality mid-cap Portuguese listed companies with solid fundamentals and resilience

  • Professional Active Management – Experienced team with proven track record in outperforming the domestic equity market, backed by robust risk controls

  • High Liquidity & Transparency – Daily pricing and redemptions combined with full regulatory oversight, offering flexibility and ease of entry/exit

  • Diversified Equity Portfolio – Reduces single-company risk by spreading exposure across leading sectors: utilities, financials, retail, telecom, industrials

  • Digital Convenience – Proprietary Sixty Degrees App for investors to track holdings, performance, and receive regular updates

  • Golden Visa Pathway with Lower Complexity – No need for business or property management, ideal for investors prioritizing simplicity and transparency while complying with ARI rules

  • Alignment with EU ESG Standards – Managed under EU-compliant UCITS framework and aligned with responsible investment principles

Situations II Fund (Opportunistic & Special-Situations Private Equity in Iberia)

Key Metrics

  • Fund Type: Closed-End Private Equity Fund (FCR), fully regulated by CMVM

  • Target Fund Size: €150 million

  • Target Returns: 15–20% gross IRR, with 7% IRR hurdle and 20% performance fee (full catch-up)

  • Risk Level: Medium-High, typical of opportunistic/special-situations PE, but mitigated by strict downside-protection structures

  • Fund Term: 8 years from set-up (extendable +1 +1 years)

  • Subscription Period: 2.5 years post-first regulatory approval

  • Investment Period: 4 years from fund set-up

  • Management Fee: 2% p.a.

  • Set-Up Fee: 5% (deducted from investment)

  • Geographic Focus: Primarily Iberia

  • Per-Deal Exposure: 15–25% of committed capital

  • Tax Treatment:

    • Portfolio → Fund: 0% tax

    • Fund → Non-resident LPs: 0% withholding tax

    • Fund → Resident LPs: 10% withholding tax

  • Golden Visa Eligibility: Fully compliant; minimum investment €100 k for Class-C investors

  • Governance: Legal Advisor VdA | Auditor Deloitte | Custodian Banco Invest

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Key Benefits

  • Proven Sponsor & Strong Alignment founded 2021, already €210 m AuM across two prior funds; partners and cornerstone investors (ex-Goldman Sachs, BTG Pactual, Atrium PM) commit their own capital alongside LPs

  • Robust Co-Investor Ecosystem – Strategic access to global institutional partners (CVC, Carlyle, BTG Pactual, CDPQ, OTPP, Pantheon, Sixth Street) enabling competitive bids and larger deals in Iberia

  • Downside-Focused Discipline – Proprietary origination plus rigorous screening: only ~3% of >180 opportunities since 2023 advanced to final investment stage

  • Investor Protection & Alignment – Use of management “skin-in-the-game”, earn-outs, board representation, veto and step-in rights, liquidation preference and cash-flow waterfall priority for the Fund

  • Proven Value-Creation Playbook – Active portfolio-management with strategies to:

    • Professionalize management (C-suite hires, ESOPs)

    • Scale & expand geographically (Spain flagged as key growth market)

    • Consolidate fragmented sectors (buy-and-build)

    • Optimize operations (digitalization, BI-driven efficiency)

  • Solid Fund I Track Record – €140 m deployed in 4.5 years across diversified sectors (agriculture, student housing, hospitality, healthcare, consumer goods, biodiesel) with realized / projected returns ranging 1.8× – 6.1× MoM

  • Diversified Sector & Exit Routes – Opportunities in agriculture, consumer, healthcare, hospitality, digital infrastructure, fintech, media & energy, with pre-defined exit strategies (M&A, asset sale, IPO)

  • Golden Visa & Tax-Efficient Structure – ARI-compliant, investor-friendly with 0% withholding for non-residents, offering competitive residency pathway while pursuing attractive PE-style returns

European Cinema Fund (Asset-Backed Film & TV Production with Guaranteed Distribution)

Key Metrics

  • Fund Type: Asset-backed Private Equity / Venture Fund, regulated by CMVM

  • Fund Size: €50 million

  • Minimum Investment: €200,000 (qualifies for Portuguese Golden Visa at €500,000 level)

  • Fixed Annual Payment: 5% p.a. during the 10-year fund term

  • Fund Term: 10 years — launch 2025, close 2035

  • Investment Cycle: 5-year deployment period, followed by reinvestment of early proceeds and a final 2-year divestment phase

  • Management Fee: 1% p.a.

  • Custodian Bank: Bison Bank

  • Auditor: Kreston & Associados, Lisbon

  • Golden Visa Eligibility: Yes — structured to meet Portugal ARI requirements with asset-based protection

  • Distribution Policy: 100% of net project returns used first to repay investor principal before additional profits are distributed

  • Risk Mitigation: Combines senior-debt-like collateral and equity ownership in each project until recovery of principal

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Key Benefits

  • Entertainment-Focused, Asset-Based Strategy – Provides capital to multiple de-risked film & TV projects with guaranteed global distribution through partnership with VOLF Entertainment

  • Stable Yield & Capital Recovery Priority – Investors receive a fixed 5% annual payment and benefit from collateralized investment structures ensuring recovery of initial capital prior to profit distribution

  • Proven Creative & Commercial Leadership – Led by Leonel Vieira, Portugal’s most commercially successful director-producer, supported by a global team including Joaquim de Almeida, Antonio Perez, Thomas Molter, Nicolas Traube, each with decades of experience and award-winning productions

  • Access to Global Distribution & Streaming Platforms – Projects are developed platform-ready for Netflix, Prime, SkyShowtime, enhancing presale potential and reducing financing risk

  • Rolling Reinvestment Model – Returns from early projects are reinvested into subsequent productions (5-25+ titles), compounding impact and long-term wealth generation

  • Compelling Production Slate with Broad Appeal – Mix of dramas, thrillers, biopics and series with international casts and cross-border co-productions — e.g.:

    • Aristides – WWII hero biopic (€10 M)

    • O Segredo de Lisboa – thriller/mystery/drama (€9.6 M)

    • Carlos Paredes Station – musical biopic with Oscar-winning composer Gustavo Santaolalla

    • Palma Inácio – historical thriller series (€4.5 M)

    • Um Rio Chamado Tempo – literary drama set in Mozambique (€2 M)

  • Strong Public-Sector Support in Portugal – Eligible to capture 25-30% cash rebates on production spending in Portugal; boosts local employment and offsets production costs

  • Diversified Risk Across Multiple Projects – Exposure spread across genres, geographies (Portugal, Spain, France, Brazil, Mozambique) and distribution channels

  • Golden Visa & Lifestyle Appeal – Combines EU residency/citizenship pathway with exposure to the cultural-creative economy in one of the world’s safest and most livable countries

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.

Innovation Energy Fund (Decentralized Renewable Energy Projects)

Key Metrics:

- Expected ROI: 10-15% IRR annually (base 16% IRR, stress scenario 7%)

- Risk Level: Low-Medium Risk

- Fund Term: 10 years maximum (objective 6 years)

- Management Fee: [To be confirmed]

- Subscription Fee: [To be confirmed]​

- Target Fund Size: €80M

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Key Benefits:

  • 100% Solar Energy Exclusivity - Only fund dedicated purely to solar-based renewable energy assets, no sector dilution

  • Immediate Cash Flow Distributions - 100% annual distribution of free cash flow post-investment phase starting year one

  • Stress-Tested Downside Protection - Conservative model delivering 7% IRR even in worst-case scenarios (base case 16%)

  • €150M+ Project Pipeline - Substantial backed pipeline across Portugal and Spain providing immediate deployment opportunities

  • Largest Target Scale - €80M target size showing institutional-grade ambitions and capacity

  • Operating Asset Portfolio - Current €5M already deployed in generating projects including major industrial installations

  • Energy Communities Strategy - Unique focus on energy communities with secured local demand and regulatory tailwinds

  • Dual-Regulated Security - CMVM/ESMA oversight with proven track record in complex renewable energy transactions

Planet Fund (Cleantech Investment with Asset-Backed Upside)

Key Metrics:

- Expected ROI: 10-15% IRR annually net of fees

- Risk Level: Medium Risk

- Fund Term: 10 years maximum (objective 6 years)

- Management Fee: [To be confirmed]

- Subscription Fee: [To be confirmed]

- Target Fund Size: €20M

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Key Benefits:

  • Multi-Sector Cleantech Leadership - Only fund combining Renewable Energy, Green Data Centers, Smart Infrastructure, and Green Tourism in one portfolio

  • Proven Exit Track Record - Demonstrated success with ISA (IPO) and strategic investments, unlike most funds showing only projections

  • 25+ Years Venture Capital Experience - Extensive track record scaling cleantech startups across Portugal and Europe

  • Asset-Backed Hybrid Model - Unique combination of private equity security with venture capital growth potential

  • EU Green Deal Market Timing - Positioned for €1.5B compliance market and $125T climate investment by 2050

  • Government Partnership Network - Exclusive access to EU funding programs and government-backed initiatives for deal sourcing

  • Climate-Resilient Diversification - Low correlation with traditional markets providing portfolio protection during economic volatility

  • Article 8 ESG Integration - Fully EU Taxonomy aligned with dedicated sustainability reporting and impact measurement

​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%

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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 Private Equity in Agriculture, Accommodation, Renewables, and Global Opportunities)

Key Metrics

  • Fund Type: Closed-end private equity fund regulated by CMVM

  • Target Fund Size: €60 million

  • Fund Term: 8 years

  • Subscription Period: 24 months

  • Golden Visa Eligible: Minimum participation €500,000

  • Preferred Return: 5% p.a.

  • Target Return: 8%+ p.a.

  • Incentive Structure: 80/20 in favor of investors above target return

  • Governance & Oversight: Regulated structure with Bison Bank as custodian, independent auditor, and strict CMVM supervision

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Key Benefits

  • 360-Degree Diversification: Access to four strategically chosen sectors — agriculture, accommodation, renewable energy, and international private equity — offering both resilience and growth.

  • Co-Investment with Leading Partners: Leverages the experience and track record of top sector specialists in Portugal and abroad.

  • Golden Visa Alignment: Fully compliant with Portugal’s residency-by-investment regulations, enabling investors to combine EU residency with capital-growth opportunities.

  • Blend of Income & Growth: Portfolio designed to capture both dividend streams and capital appreciation over the fund’s term.

  • Stringent Governance: Triple-check investment approval process involving the fund advisor, fund manager, and custodian bank.

  • De-Risked Exposure: Capped allocation (no more than 15% of capital to any single partner), protecting investor capital from concentrated risks.

  • Privileged Access: Early access to high-quality projects in Portugal and select international opportunities, often unavailable to individual investors.

Novas Fronteiras Energy Fund II (Renewable Energy Development-to-RTB Strategy in Portugal)

Key Metrics

  • Target Size: €120 million

  • Renewable Energy Focus: Investments in utility-scale solar PV and hybrid solar-wind projects in Portugal, primarily in rural southern regions with strong irradiation and grid infrastructure

  • Development-to-RTB Strategy: Captures maximum value uplift by advancing projects from early-stage permits to Ready-to-Build (RTB) status before selling to institutional buyers

  • Geographic Concentration: Core exposure in Portugal, aligned with national renewable-energy priorities and benefiting from “Acordo” grid-connection guarantees

  • Projected Returns: Target ~10% net annual return over the fund’s lifecycle

  • Exit Horizon: Expected realisations starting in years 5–6, with an overall horizon of up to 8 years

  • Golden Visa Eligible: Fully compliant with current Portuguese residency-by-investment regulations

  • Competitive Cost Structure: Low 1.5% annual management fee and profit-sharing only above 10% return threshold

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Key Benefits

  • Early-Stage Value Creation: Captures the largest upside of the renewable-project cycle by investing before RTB, where project valuations typically increase 2–3×

  • Proven Development Partner: Backed by Shannon Energy, a team with over 1 GW of renewable projects delivered in Europe and Africa

  • Grid-Access Advantage: Projects are drawn from Portugal’s “Acordo” list, guaranteeing grid connection by 2030 and improving bankability at exit

  • Regulatory Tailwinds: Benefits from recent legal reforms (DL 11/2023) that simplify permitting and shorten timelines for qualifying solar and wind projects

  • ESG & Energy-Transition Alignment: Directly supports Portugal’s accelerated target of 80% renewable electricity by 2026, contributing to EU decarbonisation goals

  • Balanced Risk Profile: Focused on development and permitting, avoiding the higher capex and operational risk of late-stage construction and long-term asset management

  • Attractive Return Potential: Aims for competitive net annual returns while maintaining capital protection through regulated structures and priority grid-ready projects

  • Golden Visa Compliance: Designed to meet all program requirements for residency and eventual citizenship while offering sustainable investment exposure

Weather Fund (All-Weather Defined-Return Structured Growth Strategy)

Key Metrics

  • Target Return: ~7% per annum (EUR), designed to perform across all market conditions

  • Capital Protection: Core capital protected via zero-coupon bond component

  • Strategy: Portfolio of auto-callable structured products linked to major global equity indices and leading stocks

  • Liquidity: Daily liquidity provided by a standing market-maker

  • Track Record: Back-tested performance shows steady compounding and strong downside resilience vs. equity markets over 25+ years

  • Golden Visa Eligible: Available as part of a diversified portfolio (e.g., within NFEF II)

  • Diversified Collateral: Mix of global indices, investment-grade equities, selective private-debt, and cash for liquidity

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Key Benefits

  • Defined Outcome Strategy: Pre-set payoff profiles allow the manager to model a wide range of market scenarios in advance

  • All-Weather Performance: Generates returns not only in rising markets but also in stagnant or falling equity markets thanks to step-down and defensive payoff contracts

  • Capital Preservation: Majority of invested capital placed in zero-coupon bonds, growing back to full principal at maturity (5–7 years)

  • Built-in Diversification: Positions spread across geographies, maturities, and types of structured notes — no single market event dominates performance

  • Active Management: Continuous reinvestment as notes mature or “kick-out”, keeping capital at work and compounding returns

  • Risk-Adjusted Growth: Reduced volatility compared with typical long-only equity strategies, historically outperforming global equity indices over 20+ years

  • Complementary Allocation: Functions as a stabilising sleeve alongside thematic or higher-growth funds such as renewable-energy portfolios (e.g., within NFEF II)

​

Investment Process

  1. Product Design: Portfolio team defines desired payoff structure and risk/return characteristics.

  2. Bank Selection: Leading global banks compete to provide optimal pricing and counterparties.

  3. Committee Approval: Investment committee reviews and approves inclusion of each note.

  4. Manager Oversight: Final approval by fund manager before addition to portfolio.

  5. Ongoing Management: New structured notes are regularly added; proceeds from matured/kicked-out notes are reinvested.

​

Performance Insight

  • A simulated €500,000 portfolio of the current structured-note strategy, running since the year 2000, would have grown to over €2.8 million by 2024, outperforming the MSCI World Index despite major market crises (dot-com, GFC, COVID-19).

  • Early kick-out gains, defensive step-down contracts, and capital-protection barriers have historically cushioned drawdowns and accelerated compounding.

 

Strategic Role

  • Income & Stability: Provides a predictable return profile in volatile markets.

  • Diversification: Ideal complement to growth-oriented or sector-specific funds (e.g., renewables, technology, hospitality).

  • Golden Visa Compatibility: Fits within broader diversified GV-compliant portfolios, adding a defensive and income-oriented component.

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 (Diversified Operational & Development-Stage Hospitality Assets in Portugal and Southern Europe)

Key Metrics

  • Target Size: €120 million

  • Hospitality-Focused Portfolio: Two fully operational 4★ hotels and one premium development under construction

  • Geographic Diversification: Majority in Portugal with additional exposure in Southern Europe

  • Projected Returns: Fixed annual income of approximately 2% p.a. for income-focused investors, or an alternative capital-gain route with stepped bonuses for longer-term holders

  • Buyback Mechanism: Structured buyback available from year six onward

  • Golden Visa Eligible: Fully compliant with current Portuguese residency-by-investment requirements

  • Exclusive Investor Benefit: Up to seven complimentary nights per year at participating hotels in Portugal, which can count towards the annual minimum stay required by the Golden Visa

​

Key Benefits

  • Immediate Cash Flow: Access to income from two already-operational hotels, reducing exposure to development risk

  • Blended Risk Profile: Combines the stability of operating assets with the growth potential of a new premium development

  • Cross-Border Diversification: Exposure to leading tourism markets in Portugal and Southern Europe for greater resilience

  • Structured Exit: Clear, pre-agreed buyback option from year six, supporting capital protection

  • Golden Visa Alignment: Designed to maintain the immigration benefits that have made Portugal one of Europe’s most popular residency-by-investment destinations

  • Hospitality Lifestyle Perk: Complimentary annual stays at high-quality hotels provide both tangible value and an easy way to meet the Golden Visa’s minimum presence requirement

  • Regulated & Transparent: Established under the Portuguese CMVM framework, with independent audit, custody, and oversight

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, Yield-Oriented Private Equity with Capital Preservation Focus)

Key Metrics

  • Target Size: €50 million

  • Target Return: Approx. 8% IRR over the fund’s lifetime, with a targeted MOIC of 1.8×

  • Fund Term: 10 years (from October 2023 CMVM registration)

  • Investment Period: 6 years 

  • Minimum Commitment: €50,000 (or €500,000 for Golden Visa eligibility)

  • Profit Distribution:

    • First 6% p.a. to investors

    • Next 2% to the manager

    • Beyond 8%: 75/25 split (investors/manager)

  • Regulated & Supervised: Fully registered under CMVM, with an independent depositary bank (Novo Banco) and top-tier auditor (BDO)

​

Key Benefits

  • Conservative, Diversified Strategy: Focuses on yield-generating businesses with solid fundamentals, prioritizing long-term stability and low volatility.

  • Asset-Backed Approach: Prefers companies supported by tangible assets (e.g., commodities, natural resources) that act as a hedge against inflation and market shocks.

  • Prudent Cash Management: Surplus capital is allocated to a diversified mix of bonds, deposits, equities, and gold, with a historical cash-portfolio performance of 4.1% cumulative gain over 7 years despite global crises.

  • Opportunities in Niche Yield-Generating Sectors:

    • Renewable energy supply with accessible, contract-based solar solutions for households

    • Workspace solutions for SMEs and coworking operators with recurring rental revenue

    • Tangible-asset classes such as classic cars and luxury goods, providing value-appreciation potential

  • Resilience Through Economic Cycles: Proven ability to offset volatility during challenging periods (COVID-19, global inflation, rising interest rates).

  • Aligned Interests: Partners of the fund committed €1 million of their own capital, ensuring alignment with investor success.

  • Golden Visa Eligible: Fully compliant with Portuguese ARI requirements, providing a stable path for investors seeking EU residency.

  • Independent Oversight: Recognized for strong governance, risk-management practices, and disciplined investment monitoring.

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.​

C2 Legacy Fund (Private-Equity Buyouts in High-Potential Portuguese SMEs)

Key Metrics

  • Expected ROI: Target >15% IRR with historical track record of strong exits across diversified SME investments (several past transactions delivered >2×–10× cash-to-cash returns)

  • Risk Level: Medium – typical of private-equity buyouts but mitigated by focus on established SMEs with revenues > €3 M, EBITDA > €1 M and conservative leverage (ND/EBITDA < 3.5×)

  • Fund Term: 8 years (matures Feb 2032; investment period 4 years – until Jan 2028)

  • Minimum Investment: €150,000 (qualifies for Portuguese Golden Visa at €500,000 level)

  • Fund Size Target: €50 M

  • Management Fee: 2% on subscribed capital (adjusted for reductions)

  • Subscription Fee: 3% one-off on capital subscribed

  • Carried Interest: 20% above 6.5% IRR hurdle (with catch-up)

  • Dividend Distribution: Expected to start in 2027/28, with portfolio divestment from 2028 onwards

  • Regulation: Fully supervised by CMVM, with institutional-grade governance (depository bank & independent auditor)

​

Key Benefits

  • Private-Equity Buyout Focus – Dedicated to Portuguese SMEs in need of growth capital, shareholder-transition solutions, and operational professionalization

  • Attractive Target Profile – Focus on established businesses in industrial manufacturing, education, agriculture, energy, and other non-cyclical sectors with EBITDA > €1 M and solid margins (>10%)

  • Value-Creation Playbook – Implements strategies in:

    • Top-Line Growth: consolidation, new geographies, pricing optimization

    • Operational Efficiency: supply-chain optimization, process streamlining

    • Digital Transformation: technology adoption, data-driven decision-making

    • Governance & Talent: strengthening corporate structures and leadership pipeline

    • ESG Practices: renewable-energy adoption and employee well-being initiatives

  • Proven Track Record – 30 successful exits with strong returns; examples include:

    • Healthcare (Luz Saúde): >30% IRR, >10× cash-to-cash

    • Industrial (Gypfor): >15% IRR, >2× cash-to-cash

    • Consumer (Heineken acquisition): >20% IRR, >2× cash-to-cash

  • Regulated & Transparent – Lower complexity vs. direct business ownership, with CMVM supervision, quarterly reporting, and 0% corporate income tax & 0% withholding tax for non-resident investors

  • Experienced Manager with Global Backing – Managed by a leading independent Portuguese PE house (est. 2009) and affiliated with Gaw Capital Partners – $36 B AUM with a global presence

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- 

MFG Consultants

+351 916 008 844 (WhatsApp Available)

info@mfg-consultants.com

Av. Tenente Coronel Melo Antunes, 31, 2710-003 Sintra (PT)​

NIF: 517 081 245

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