The Portuguese investment fund refers to a private equity fund registered and filed in Portugal that foreign investors can invest in to obtain a Portuguese golden visa. The Portuguese government officially enacted Law No. 102 in 2017, allowing non-EU citizens to obtain a Portuguese golden visa through an investment fund. The investment threshold is 350,000 euros with a lock-up period of at least 5 years. The Portuguese investment fund has the advantages of low investment thresholds, complete family immigration, free movement in the Schengen area, and the convenience of applying for EU passports in the future. This article will focus on the Portuguese JWP Fund to detail the investment scope, fund management agencies, application procedures and other information of Portuguese investment funds.
Investment areas covered by Portuguese funds such as JWP Fund
The JWP Fund mainly covers three major areas: student apartments, hotels, and office properties. The driving forces behind the investment value are the underlying logic and core impetus of demand growth brought about by economic development, M&A opportunities brought about by market transformation, and supply scarcity of assets. Compared with a single real estate investment, real estate investment funds have stronger risk resistance capabilities. Compared with stock investment funds, real estate investment funds holding physical properties are more stable.
JWP Fund has a professional fund management agency
The fund management agency of JWP Fund is Byron Capital Partners Limited. It has obtained EU public and private practice qualifications and holds legal licenses. It is a multinational investment management company with stable risk control strategies and comprehensive research systems. By the end of 2019, it managed 6 billion Euros. Its funds have won the best performance award for UCITS Hedge for three consecutive years.
The application procedures for Portuguese immigration through investment funds
The specific application procedures include: 1. Choose the Portuguese fund investment immigration program; 2. Subscribe to the fund; 3. Apply for Portuguese tax number; Set up Portuguese bank account; 4. Complete the transfer of 350,000 euros; Obtain fund voucher; 5. Prepare immigration documents; Wait for appointment on SEF website; 6. Prepare visa to Portugal; 7. Go to Portugal to collect biometric information; 8. Approval of identity and holding 5-year golden visa; 9. Redemption application to fund manager after 6 years of investment expires; 10. The depository bank will transfer the equivalent fund share capital back to the personal account within 60 working days.
In summary, the Portuguese JWP Fund has a low investment threshold and involves the entire family immigration. Under strict supervision, holding physical property assets and reasonable investment strategies enhance the security. It is currently an excellent choice for investment immigration to Portugal.