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The Ultimate Fund Terminology And Investment Guide

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Venture Capital Funds that have a maturity of at least 5 years and at least 60% of the investments realized in commercial companies with head offices in Portugal qualify for the Golden Visa.

The Portuguese Securities Market Commission (CMVM) is tasked with supervising and regulating the financial instruments markets and the agents operating within those markets as well as promoting investor protection.

Represents the area of economic activity shared by similar businesses or asset classes. Funds can invest in more than one sector, such as a combination of Real Estate and Healthcare.

Sectors are broken down further into sub-sectors. For example, real estate sector can be broken down into residential, commercial, and industrial sub- sectors.

Highly regulated by the CMVM, the Fund Manager is responsible for executing the investments and managing the fund’s trading activities. The Fund Manager has the power to oppose the Fund Advisor on any transaction, for reasons such as an overvaluation

Responsible for creating the fund’s Investment Strategy and for overseeing the performance. Typically made from experienced teams with strong sector expertise.

  1. Golden Visa Eligibility

    Venture Capital Funds that have a maturity of at least 5 years and at least 60% of the investments realized in commercial companies with head offices in Portugal qualify for the Golden Visa.

  2. CMVM

    The Portuguese Securities Market Commission (CMVM) is tasked with supervising and regulating the financial instruments markets and the agents operating within those markets as well as promoting investor protection.

  3. Sector

    Represents the area of economic activity shared by similar businesses or asset classes. Funds can invest in more than one sector, such as a combination of Real Estate and Healthcare.

  4. Sub-sector

    Sectors are broken down further into sub-sectors. For example, real estate sector can be broken down into residential, commercial, and industrial sub- sectors.

  5. Fund Manager / Asset Manager

    Highly regulated by the CMVM, the Fund Manager is responsible for executing the investments and managing the fund’s trading activities. The Fund Manager has the power to oppose the Fund Advisor on any transaction, for reasons such as an overvaluation.

  6. Fund Advisor

    Responsible for creating the fund’s Investment Strategy and for overseeing the performance. Typically made from experienced teams with strong sector expertise.

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