Question 1

What is the fund's investment strategy?

Accepted Answer

The fund allocates 40% to US listed equities (S&P 500), 35% to Portuguese blue-chip equities and senior lending to established Portuguese companies, and 25% to Portuguese tech startups. The startup allocation drives the fund's growth potential; the listed and credit allocations diversify the portfolio and reduce concentration risk relative to a pure venture fund.

Question 2

How is the fund regulated and what investor protections exist?

Accepted Answer

The fund is managed by Celtis Venture Partners, licensed and supervised by the CMVM (Portugal's securities regulator), with independent custody and audit.

Question 3

Is the fund Golden Visa eligible?

Accepted Answer

Yes. The fund qualifies under Portugal's Golden Visa investment fund route. Investors and their families become eligible to apply for Portuguese residency, with a path to permanent residency after five years and citizenship eligibility after up to 10 years, subject to legal requirements.

Question 4

What is IFICI / NHR 2.0 and how does it apply?

Accepted Answer

IFICI, often referred to as NHR 2.0, is Portugal's tax incentive framework for qualifying new tax residents in eligible activities. The fund's technology allocation is structured to support IFICI / NHR 2.0 positioning for investors who relocate to Portugal, but eligibility and tax treatment depend on individual circumstances and professional advice.

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