Flexible and Future-Ready
Horizon Fund
A Flexible, Alternative Fund For Global Growth
OVERVIEW
Fund Overview
A open-ended fund offering diversified investments in fixed income and digital assets. Designed for long-term growth and stability in a dynamic financial landscape.
TARGET Fund Size
€50 Million
Fund Type
Open Ended Fund
Fund Start Date
November 2024
objective
Our goal is to provide solid returns by strategically investing in Portuguese Fixed Income and regulated Digital Assets, ensuring a secure and flexible investment framework. As the first regulated fund combining these asset classes, we offer investors a unique opportunity to diversify their portfolios while also accessing a structured pathway to European residency and potential citizenship.
All Funds
Flexible and Future-Ready
Horizon Fund
A Flexible, Alternative Fund For Global Growth
OVERVIEW
Fund Overview
A open-ended fund offering diversified investments in fixed income and digital assets. Designed for long-term growth and stability in a dynamic financial landscape.
Fund Size
€50 Million
Fund Type
Open Ended Fund
Fund Start Date
November 2024
objective
Our goal is to provide solid returns by strategically investing in Portuguese Fixed Income and regulated Digital Assets, ensuring a secure and flexible investment framework. As the first regulated fund combining these asset classes, we offer investors a unique opportunity to diversify their portfolios while also accessing a structured pathway to European residency and potential citizenship.
STRATEGY
Fund Focus
Our goal is to provide solid returns by strategically investing in Portuguese Fixed Income and regulated Digital Assets, ensuring a secure and flexible investment framework. As the first regulated fund combining these asset classes, we offer investors a unique opportunity to diversify their portfolios while also accessing a structured pathway to European residency and potential citizenship.
Flexible &
Future Ready
STAGES OF INVESTMENT
Citizenship
Path in 5 Years
Golden Visa
26 Schengen Area Countries
Capital
Minimum €100,000 Required
GET TO KNOW US
Fund Focus
The Horizon Fund strategically allocates investments across fixed income and digital assets, ensuring a balanced risk-return profile. The fund prioritises stability and offers investors access to a Resident Permit in Europe with a 5-year path to Citizenship.
Flexible &
Future Ready
STAGES OF INVESTMENT
Citizenship
Path in 5 Years
Golden Visa
26 Schengen Area Countries
Capital
Minimum €100,000 Required
PORTFOLIO
Mix of Investments
The fund maintains a diverse asset allocation, targeting high-growth industries while ensuring long-term value preservation.
sectors covered
Fixed Income
(Portuguese issuers, primarily PSI-20 listed)
65%
Digital Assets
(BTC, ETH, SOL via ETFs or regulated custodians)
(BTC, ETH, SOL via ETFs or regulated custodians)
35%
FACTSHEET
FACTSHEET
Fund Highlights
Fund Highlights
This fund is designed for forward-thinking investors seeking a balanced portfolio with both stability and high-growth potential. Combining fixed income with digital assets, it offers a strategic edge in a regulated environment.
This fund is designed for forward-thinking investors seeking a balanced portfolio with both stability and high-growth potential. Combining fixed income with digital assets, it offers a strategic edge in a regulated environment.
FUND STRUCTURE
Fundo de Investimento Alternativo Aberto Flexível
FUND STRUCTURE
Fundo de Investimento Alternativo Aberto Flexível
STAGE
Raising Capital
INVESTMENT POLICY
60% in securities of Portuguese companies, up to 40% in crypto assets.
INVESTOR CATEGORY
Professional Investors
BANK
Banco Comercial Português (Millennium BCP)
FUND STRUCTURE
Fundo de Investimento Alternativo Aberto Flexível
FUND STRUCTURE
Fundo de Investimento Alternativo Aberto Flexível
STAGE
Raising Capital
INVESTMENT POLICY
60% in securities of Portuguese companies, up to 40% in crypto assets.
INVESTOR CATEGORY
Professional Investors
BANK
Banco Comercial Português (Millennium BCP)
INVESTMENT POLICY
60% in securities of Portuguese companies, up to 40% in crypto assets.
STAGE
Raising Capital
MINIMUM CAPITAL REQUIREMENT
€100,000
MINIMUM CAPITAL REQUIREMENT
€100,000
INVESTMENT OBJECTIVE
Provide exposure to securities and crypto assets.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
INVESTMENT POLICY
60% in securities of Portuguese companies, up to 40% in crypto assets.
STAGE
Raising Capital
MINIMUM CAPITAL REQUIREMENT
€100,000
MINIMUM CAPITAL REQUIREMENT
€100,000
INVESTMENT OBJECTIVE
Provide exposure to securities and crypto assets.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
VALUATION FREQUENCY
Monthly
INVESTOR CATEGORY
Professional Investors
BANK
Banco Comercial Português (Millennium BCP)
INVESTMENT OBJECTIVE
Provide exposure to securities and crypto assets.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
ISIN
PTEBEEHM0002
VALUATION FREQUENCY
Monthly
INVESTOR CATEGORY
Professional Investors
BANK
Banco Comercial Português (Millennium BCP)
INVESTMENT OBJECTIVE
Provide exposure to securities and crypto assets.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
ISIN
PTEBEEHM0002
ISIN
PTEBEEHM0002
DURATION
Indeterminate
MAIL US
horizon@octanova.pt
VALUATION FREQUENCY
Monthly
DURATION
Indeterminate
MAIL US
horizon@octanova.pt
ISIN
PTEBEEHM0002
DURATION
Indeterminate
MAIL US
horizon@octanova.pt
VALUATION FREQUENCY
Monthly
DURATION
Indeterminate
MAIL US
horizon@octanova.pt
INVESTMENT STRATEGY
INVESTMENT STRATEGY
Smart Investments,
Secure Future
Smart Investments,
Secure Future
The fund strategically allocates 65% to Fixed Income and 35% to Digital Assets, balancing stability and growth. Fixed Income investments focus on top-rated Portuguese issuers, while Digital Assets include BTC, ETH, and SOL through regulated custodians and ETFs. The portfolio is structured for risk control and long-term returns in a regulated environment.
The fund strategically allocates 65% to Fixed Income and 35% to Digital Assets, balancing stability and growth. Fixed Income investments focus on top-rated Portuguese issuers, while Digital Assets include BTC, ETH, and SOL through regulated custodians and ETFs. The portfolio is structured for risk control and long-term returns in a regulated environment.
Golden Visa Advantage
Investors and their families gain Portuguese residency and a path to citizenship in five years. It also unlocks visa-free access to 26 Schengen countries.
Golden Visa Advantage
Investors and their families gain Portuguese residency and a path to citizenship in five years. It also unlocks visa-free access to 26 Schengen countries.
Seamless Investor Support
Our specialised legal partners are the best in Portugal, and guide investors through every step of the Golden Visa process from application to approval.
Seamless Investor Support
Our specialised legal partners are the best in Portugal, and guide investors through every step of the Golden Visa process from application to approval.
Expert Fund Management
With 20+ years of experience, our team expertly manages regulated Fixed Income and Digital Asset investments with a secure and compliant approach.
Expert Fund Management
With 20+ years of experience, our team expertly manages regulated Fixed Income and Digital Asset investments with a secure and compliant approach.
Golden Visa Advantage
Investors and their families gain Portuguese residency and a path to citizenship in five years. It also unlocks visa-free access to 26 Schengen countries.
Golden Visa Advantage
Investors and their families gain Portuguese residency and a path to citizenship in five years. It also unlocks visa-free access to 26 Schengen countries.
Seamless Investor Support
Our specialised legal partners are the best in Portugal, and guide investors through every step of the Golden Visa process from application to approval.
Seamless Investor Support
Our specialised legal partners are the best in Portugal, and guide investors through every step of the Golden Visa process from application to approval.
Expert Fund Management
With 20+ years of experience, our team expertly manages regulated Fixed Income and Digital Asset investments with a secure and compliant approach.
Expert Fund Management
With 20+ years of experience, our team expertly manages regulated Fixed Income and Digital Asset investments with a secure and compliant approach.
GET IN TOUCH
GET IN TOUCH
Shape the Future of Investment with Us
Shape the Future of Investment with Us
Have questions about our funds, investment strategy or partnership opportunities? We’re here to help.
Have questions about our funds, investment strategy or partnership opportunities?
We’re here to help.
TALK TO US
TALK TO US
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