Octanova Horizon Fund

The Octanova Horizon Fund is a first Portugal Golden Visa Fund to combine Fixed Income with exposure to Digital Assets in a regulated, safe, and flexible manner.  The Fund obtained CMVM approval on Dec 13, 2025, with target allocation is 65% Portuguese Fixed Income and 35% Digital Assets allowing a stable return to investors while benefiting from the upside on Digital Assets 

Open End Fund

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:

  1. Provide solid returns by investing in Portuguese Fixed Income and Digital Assets (BTC, ETH, SOL) in a Regulated, Safe and Flexible Fund.
  2. Provide investors access to a Residence Permit in Europe with a 5-year path  to Citizenship. 

Key Benefits

  • First Golden Visa Fund to combine Fixed Income with exposure to Digital Assets in a regulated, safe, and flexible manner.
  • Superior Risk Adjusted IRR: 15-20% projected
  • Open Ended Flexible, with monthly Subscriptions and Redemptions (fee applies before 5 years)
  • Excellent diversification – 65% of the fund is allocated to bonds across 16-20 PSI-20 names, with a maximum of 10% per issuer

Download Brochure

Octanova Horizon Fund Presentation and Brochure

Golden Visa Eligible 

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 

Horizon Fund Summary

  • 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…

Performance data
Horizon Fund vs Equities
Sector Allocation

Popular


Portugal

Portugal

EUR 300,000


St Kitts and Nevis

St.Kitts & Nevis

USD 250,000


Vanuatu

Vanuatu

USD 100,000


Latvia Golden visa

Latvia

EUR 50,000


Hungary

Hungary

EUR 250,000


St Lucia

St.Lucia

USD 240,000


Nauru Flag

Nauru

USD 105,000


Bulgaria Citizenship by Investment

Bulgaria

EUR 250,000


Request a Free Consultation

Have Questions? We assist clients investing $100,000 or more with citizenship and residence by investment programs.

Featured Properties

Premium Real Estate

Handpicked Properties for Real Estate Citizenship


A’ila Luxury Resort

Aila Resort, Saint Lucia

USD 300,000

Coral Bay Resort

Coral Bay Resort

USD 100,000


Royal St.Kitts Hotel

Royal St.Kitts Hotel

USD 325,000

One True Blue Resort

One True Blue Hotel

USD 270,000

Keranis Residences

Keranis Residences

USD 300,000

Latest Articles

Portugal Golden Visa from €300,000 onwards

X