With the continuous development of global economic integration, more and more investors are choosing to invest globally. Portugal, located in southern Europe, has developed economy and diverse investment products. Especially in recent years, Portugal’s investment funds have become a new favorite in the investment field. The Portuguese government has successively introduced relevant policies to encourage foreign investment. At the same time, Portugal’s investment funds themselves have the advantages of low investment thresholds, strict supervision and regulation, and strong ability to resist risks. Therefore, Portugal’s investment funds have gradually become a new option for many foreign investors. This article will elaborate on the relevant information of Portugal’s investment funds from multiple perspectives.
Portugal’s investment funds have clear legal basis and policy support
Portugal’s investment funds have a clear legal basis. The Portuguese government has successively introduced investment-friendly policies in recent years to attract foreign investors. For example, the No. 102 law enacted in November 2017 allows citizens of non-EU countries to obtain a “Golden Visa” in Portugal through capital transfer investment. Non-EU citizens who apply for a golden visa in accordance with this law should invest at least 350,000 euros in the purchase of capitalized investment funds or venture capital funds. The minimum investment period is five years, and at least 60% of the investment is realized through commercial companies headquartered in Portugal. The legal basis provides guarantees for the compliance and security of investment funds. At the same time, the Portuguese government’s policy support has also created conditions for the development of investment funds.
Portugal’s investment funds have low investment thresholds and clear application procedures
The investment threshold of Portuguese investment funds is generally around 350,000 euros, which is lower than direct real estate investment. For example, the JWP Golden Fund investment threshold is 350,000 euros with a minimum investment period of 5+1 years. In addition, the application process of investment funds is relatively simple, mainly including choosing investment programs, signing subscription agreements, making payments, obtaining certificates, submitting application documents, etc. The standardized product makes the application process more transparent and convenient. Applicants don’t need to consider complex taxes or property appraisals like real estate investment.
Portugal’s investment funds have diversified investment strategies and portfolios
The investment strategies of Portuguese investment funds are more prudent and conservative. Most funds will give priority to ensuring the safety of investors’ principal, such as avoiding excessive financial leverage, requiring collateral for debt investments, and requiring invested companies to sign equity repurchase agreements. At the same time, in order to avoid risks, investment funds will adopt diversified investment portfolios, such as investing in different types of assets like real estate, bonds, and stocks, instead of investing in a single asset.
Portugal’s investment funds are strictly regulated by multiple authorities
Portugal’s investment funds are regulated by multiple authorities throughout their life cycles. The establishment of investment funds requires approval from the Portuguese Securities Market Commission (CMVM). The investment operations are also continuously regulated by the CMVM. The Bank of Portugal is responsible for supervising and regulating the custody banks of funds to ensure the safety of investors’ funds. The European Central Bank also monitors and regulates at the European level. The National Council of Financial Supervisors coordinates the above regulatory agencies. Therefore, Portugal’s investment funds have very strict supervision and investors’ funds are very safe.
Portugal’s investment funds have strong teams and research systems
The investment fund industry in Portugal is relatively mature. Many funds have very professional teams and research systems. For example, the JWP Golden Fund is managed by Byron Capital Partners Limited. The company has obtained EU public offering qualifications and has legal business licenses. The team has rich experience in asset management. At the same time, the company has a prudent investment strategy and an excellent research team to make professional investment judgments by studying immigration policies and conducting local market research in Portugal.
In summary, Portugal’s investment funds have the advantages of clear legal basis, low investment thresholds, diverse investment strategies, strict supervision, and professional teams. For foreign investors, Portugal’s investment funds provide a new option with high security, stability and potential returns. It is worth recommending.