The first Golden Visa fund to deploy systematic intelligence against Portuguese markets. Your residency investment shouldn't just sit there. It should think.
The Golden Visa landscape has shifted beneath everyone's feet. Real estate routes — the comfortable default — are closed. What remains is a fund market that asks surprisingly little of your capital: park it, wait five years, collect your residency.
Most funds treat Portugal's market as a regulatory checkbox. Conservative bond portfolios. Discretionary stock-picking by managers who can't read Portuguese corporate filings. Opaque PE black boxes with multi-year lock-ups. Your €500,000 deserves more than a parking lot.
The Portuguese market is under-analyzed by international capital. Forty-eight equities on Euronext Lisbon. Corporate filings published in Portuguese. Sentiment that moves in a language most fund managers don't process. This isn't a gap — it's an engineered advantage waiting to be built.
Evergreen is the first Golden Visa fund to deploy quantitative intelligence against Portuguese markets. Six capabilities that no competitor offers — individually or together.
Value, momentum, and quality factor tilts applied across all ~48 Euronext Lisbon equities. Not stock-picking. Not intuition. Systematic, repeatable, data-driven selection.
Natural language processing on corporate filings, earnings transcripts, and news sentiment — all in Portuguese. We read what other funds structurally cannot.
The only Golden Visa fund with a systematic options overlay for downside protection. Protective puts on core positions. Sleep-at-night portfolio insurance.
Global conviction sleeve weighted toward AI infrastructure, semiconductors, and deep tech — because your international allocation should reflect where the world is going.
Portuguese-domiciled UCITS funds count toward the 60% allocation requirement. Solves PSI concentration risk without breaking regulatory rules. A structural advantage.
8% allocation to CME Bitcoin futures, sized to survive a -60% crash with less than 5% portfolio impact. Institutional exposure, disciplined sizing.
Click each stage to see how raw market data becomes investment conviction.
48 Euronext Lisbon names
Portuguese-language parsing
Value / Momentum / Quality
Conviction-weighted portfolio
Every trading day, Evergreen ingests filings, price data, and corporate announcements across all ~48 equities listed on Euronext Lisbon. This includes annual reports, interim statements, material fact disclosures, and regulatory filings — all published in Portuguese. The system doesn't sleep, doesn't have bad days, and doesn't miss filings published at midnight.
Click each segment to explore the instruments and rationale behind the allocation.
Traditional funds tell stories about their stock picks. Evergreen runs processes. The difference matters when markets turn — and in a 48-name universe like Euronext Lisbon, systematic screening finds what narrative-driven managers miss.
We don't predict. We screen, weight, protect, and rebalance. The options overlay doesn't require us to be right about direction — it requires us to be disciplined about risk. The NLP layer doesn't replace human judgment — it processes information that humans structurally can't access at speed.
Drag the sliders to simulate simultaneous market crashes. See how the portfolio absorbs and recovers from worst-case scenarios.
Adjust the gross return to see how fees flow through the waterfall. No hidden layers. No surprises.
How Evergreen compares to the largest open-ended Golden Visa funds on the capabilities that matter.
| Capability | Evergreen | Optimize Partners | Typical Fund |
|---|---|---|---|
| Systematic Factor Screening | ✓ | ✕ | ✕ |
| Portuguese NLP Analysis | ✓ | ✕ | ✕ |
| Protective Options Overlay | ✓ | ✕ | ✕ |
| Open-Ended Structure | ✓ | ✓ | Varies |
| AI / Deep Tech Exposure | ✓ | ✕ | ✕ |
| Digital Asset Allocation | 8% (CME Futures) | ✕ | ✕ |
| Monthly Liquidity | ✓ | Daily | Varies |
| Management Fee | 1.50% | ~1.5% | 1.5–2.5% |
| Target Net Return | ~7.6% | ~13.1%* | 3–6% |
* Optimize's historical return reflects a favorable market period; past performance does not guarantee future results.
EU nations are shutting down residency-by-investment programs one by one. Portugal's fund route remains open — but it's been restricted twice.
The Golden Visa covers more than just you. Citizenship becomes inheritable — a permanent right for future generations.
Dependent parents
Dependent parents
Primary applicant
Automatically covered
Dependent children
Including adult dependents
Citizenship is inheritable
Once you achieve Portuguese citizenship in year 5, the right is permanent and passes to all future descendants. One investment secures European access for generations.
Click each milestone to learn more about the process.
EU residency for your family. Capital working at the frontier. A fund built by people who think the way you think — in systems, in data, in edge.
Confidential. No obligation. Typically responds within 24 hours.