The 3CC Portugal Golden Income Fund is an open-ended alternative investment fund managed by 3 Comma Capital. It aims to offer stable returns by investing predominantly in Portuguese corporate debt, complemented by U.S. equities and alternative assets, including Bitcoin.
An all-weather fund, accessible to any retail investor, although specifically designed to serve the needs of investors looking for a safe 5-year journey along the Portugal Golden Visa path.
| Portugal Golden Income Fund Class A | Loading... | |||
| Portugal Golden Income Fund Class B | Loading... | |||
Share Class A: PT3CMEHM0002
Share Class B: PT3CMFHM0001
The entities responsible for marketing the FUND's units to Investors are:
- The Management Entity, for Share Class A and B
- Bison Bank, for Share Class A and B
Share Class A: €100,000.00 EUR
Share Class B: €10,000.00 EUR
Share Class A: 1.50% p.a.
Share Class B: 2.00% p.a.
0.0026% monthly
Minimum 200 EUR - Maximum 20,000 EUR
0% after 5 years and 1 day | 1% between 4 and 5 years | 2% between 3 and 4 years | 3% between 2 and 3 years | 4% between 1 and 2 years | 5% within the first year of investment.
Not applicable whenever they originate from financial institutions, authorized by the CMVM, and acting as intermediaries, including Depositaries.
Daily
|
Date Issued
|
Document |
|---|---|
| 20/11/2024 | Prospectus Portugal Golden Income Fund |
| 02/10/2024 | KIID Portugal Golden Income Fund |
| 29/11/2024 | Fund Report November 2024 |
The fund is designed to offer a unique blend of stability and growth:
Stability: 70% investment in Portuguese Corporate Bonds: Secure assets offering predictable fixed-income.
Growth: 15% allocation to US Equities and 15% to Digital Assets (Bitcoin, Ethereum and Solana): Capitalize on high-growth markets and alternative assets.
The fund is a non-real estate collective investment undertaking with a minimum of 65% of the fund's assets allocated to debt instruments issued by corporate entities headquartered in Portugal.
Also, being an open-end fund has a maturity that exceeds five years, thus complying with all the AIMA regulations for the Residence Permit for Investment Activity.
The fund provides unique exposure to digital assets, enabling investors to capitalize on the growing blockchain and cryptocurrency markets.
The flexible allocation in digital assets allows for optimizing returns and leveraging emerging opportunities, while maintaining a focus on liquidity and meeting the requirements for the Portuguese Golden Visa program.
