The First Systematic Golden Visa Fund
Your Golden Visa investment shouldn't just sit there. Evergreen deploys systematic intelligence against Portuguese markets — so your capital sees what others can't.
The Opportunity
Portugal's Golden Visa remains one of Europe's most compelling paths to EU residency. A single €500,000 investment opens the door for your entire family — with citizenship possible in five years.
But the real estate route closed in 2023. Investment funds are now the primary pathway. And most of them treat your capital like a regulatory checkbox — parking it in passive bond portfolios managed by people who can't even read Portuguese corporate filings.
Your capital deserves better than a parking lot.
Since 2023, residential property no longer qualifies. Funds are the way in.
Most competitors rely on discretionary stock-picking and conservative bond allocation. No systematic edge.
48 equities on Euronext Lisbon. Corporate filings in Portuguese. Sentiment that moves in a language most fund managers don't process.
Not a single Golden Visa fund offers a protective options overlay or stress-tested drawdown architecture.
The Evergreen Edge
Evergreen is the first Golden Visa fund to deploy quantitative methods against Portuguese markets. We find what others miss — and we prove it with data, not stories.
Value, momentum, and quality tilts applied across all ~48 Euronext Lisbon equities. Systematic, disciplined, repeatable.
Natural language processing on Portuguese corporate filings and news sentiment. We read what international funds can't.
Global sleeve weighted toward AI infrastructure, semiconductors, and deep tech. Your international allocation reflects where the world is going.
Protective put options for downside engineering. The only Golden Visa fund with a derivatives-based safety net.
PT-domiciled UCITS that count toward the 60% Portuguese allocation while providing diversified exposure. A structural edge.
8% in CME Bitcoin futures, sized to survive a -60% crash with less than 5% portfolio impact. Disciplined, not speculative.
Side by Side
Portfolio Architecture
62% Portuguese. 28% Global conviction. 10% Protection. Every position serves a purpose.
Your Journey
Four steps. One clear path. We handle the complexity.
We learn your goals, timeline, and risk appetite in a confidential call.
Review the prospectus, fee waterfall, and stress scenarios. Ask anything.
€500K minimum. CMVM-regulated subscription process.
Our legal partners handle your Golden Visa application and renewals.
FAQ
Optimize is a good fund — but it's a traditional fund. Discretionary management, conventional allocation, human stock-picking. Evergreen deploys systematic factor screening across all 48 Euronext Lisbon equities, NLP-based Portuguese-language sentiment analysis on corporate filings, conviction-weighted global themes in AI and semiconductors, and a protective options overlay that no other Golden Visa fund offers. We also allocate to PT-domiciled UCITS that count toward the 60% Portuguese requirement while providing diversified exposure — a structural innovation most funds haven't discovered.
It means we don't pick stocks based on gut feeling. We apply quantitative factor tilts — value, momentum, and quality — to the full universe of ~48 Euronext Lisbon equities. We layer in NLP-based natural language processing that reads Portuguese corporate filings and news to detect sentiment shifts and anomalies that international fund managers miss entirely. And we run corporate filing anomaly detection to flag divergences between reported financials and market pricing. The result: a systematically constructed Portuguese equity basket, not a subjective one.
The target net return (after all fees) is approximately 7.6%. Under a conservative stress scenario with 80% haircut assumptions, this adjusts to roughly 5.8%. The gross target is 10.8%. Total ongoing costs are approximately 2.07% annually. We publish the complete fee waterfall so you can model your expected net returns precisely. All investments carry risk, and past performance is never a guarantee.
We stress-test against everything hitting at once: PSI -25%, Portuguese spreads +200bps, Bitcoin -60%, and AI/Tech -30% simultaneously. Maximum combined drawdown: -18.2%. Recovery timeline: 24-30 months from portfolio income alone. The protective options overlay partially mitigates the equity drawdown. And 57% of the portfolio sits in Tier 1 liquidity — redeemable within one day. We engineer for survival, not just performance.
Annual management fee of 1.50% plus a 1% Alpha premium for systematic screening capabilities (total 2.07% ongoing). Performance fee of 10% on returns exceeding a 5% CAGR hurdle, with a high-water mark. No subscription fee. A 2% redemption fee applies during the first four years. Our fee structure is filed with the CMVM — every basis point documented and transparent.
Portugal has consistently grandfathered existing applicants when modifying the program. Your investment in Evergreen exists independently of the visa — it's a regulated financial product with intrinsic value regardless of immigration policy. The open-ended structure means you can redeem if circumstances change, subject to the 180-day notice period.
Schedule a confidential discovery call. We'll learn about your goals, walk you through the data, and show you what systematic intelligence looks like inside a Golden Visa fund.
Schedule Your Consultation