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 digital assets.
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.
Fund Objective
The primary objective of the fund is to provide participants with exposure to the most attractive and secure instruments issued by Portuguese companies, with a focus on debt instruments, which should account for a minimum allocation of 65% of assets under management. The fund does not have any exposure to real estate.
Investment Strategy
A new open-end, daily liquidity strategy, designed for stability and growth. The fund blends low-risk, predictable income from Portuguese IG corporate debt with high-growth US equities and digital assets, targeting a projected annual net ROI of 10% based on historical performance and market potential.
Central Allocation: Where Benefit Meets Investment Opportunity
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.
If you have any questions about the 3CC Portugal Golden Income Fund, please don’t hesitate to contact us.
