The Portugal Horizon investment fund is a unique open ended fund that comes with key benefits and previleges. The distinct features of the fund are as follows
- Funds Invests in Digital Assets (Bitcoin, SOL) etc.
- Open end fund (highly liquid redeemable anytime)
- Eligible for Portugal Golden Residency
- Approved by CMVM portuguese securities commission.
- High Returns (15-20% pa.)
- Experienced Team has over 20 years of experience in digital assets trading
The Horizon Digital Assets Fund
Horizon is among only few Open Ended Fund in the market (considering most are closed end fund), offering Monthly Subscriptions and Redemptions, only holding liquid assets. The fund will target an allocation of 65% to Fixed Income and 35% to Digital Assets. The fund manager can allocate a maximum of 10% per Fixed Income issuer with credit rating of BB- or above. The credit names are all Portuguese issuers mostly trading on the local exchange PSI -20. The Digital Assets are limited to BTC, ETH and SOL , the fund can invest via ETF or directly into the Crypto Assets using Regulated Custodians.
The fund’s main objective is twofold:
- Provide solid returns by investing in Portuguese Fixed Income and Digital Assets (BTC, ETH, SOL) in a Regulated, Safe and Flexible Fund.
- Provide investors access to a Residence Permit in Europe with a 5-year path to Citizenship.
Golden Visa Scheme
The investment in the Fund gives investor and his family, including children and parents access to Portuguese Residency and a full path to Citizenship in 5 years. The Portuguese residence permit allowing for travelling visa free in 28 Schengen Area countries.
Supporting Investor Application
We partner with the best law firms in Portugal specialized in applying for the Portuguese Visa. The steps involved to apply for golden visa are
- Tax Number (NIF)
- Social security Number
- Open Bank account in Portugal
- Transfer funds
The whole process can take anywhere from 6-8 months.
Experienced Team
Octanova SCR Team has over 20 years of experience in Financial Markets including Digital Assets trading. This is the first Regulated Fund to offer Fixed Income with exposure to Digital Assets i n Regulated, Safe, and Flexible manner
Trump Executive Order Allowing 401(k) Investment in Crypto
President Donald Trump signed an executive order on August 7, 2025, directing federal agencies to ease restrictions and facilitate the inclusion of cryptocurrency, private equity, real estate, commodities, and other alternative assets in 401(k) retirement savings plans. This represents a significant shift in U.S. retirement policy. US investors are allowed to invest in Portugal golden visa from a 401k retirement plan.
Summary of Horizon Fund
- Fund: Horizon Fund – Fundo de Investimento Alternativo Aberto Flexivel
- Fund Structure: OIA–Organismo de Investimento Alternativo
- Fund Type: Open-End Fund
- Fund Category: Fixed Income and Digital ISIN: PTEBEEHM0002
- Geographic Focus: Portugal / Global Incepted: 22th August 2024
- Minimum Investment: €100,000 Minimum Subsequent Investment: One Participation Unit
- Investor Category: Professional & well Informed
- Management Fee: 2%
- Redemption: Monthly
- Performance Fee: 20% with 2%
- Hurdle and HWM
- Risk Type: Moderate
- Regulator: CMVM
- Administrator: Octanova SCR
Top 10 Holdings (%)
- Bitcoin
- Greenvolt Bond 2029
- EDP SA Bond 2028
- BCP Bank Nond 2026
- Novo Banco Bond 2028
- Banco Montepio Bond 2028 Floene Energia SA Bond 2028 Fidelidade
- Cash
Country allocation (%)
- Portugal – 62%
- Global – 38%
Performance Data
The performance metrics chart can be found below for horizon fund…
Please contact us for more information. We waive our consulting and service fee for Horizon fund investors are free of charge.
