Flexible and Future-Ready
Horizon Fund
A Flexible, Alternative Fund For Global Growth
OVERVIEW
Fund Overview
An open-ended fund offering diversified exposure to Portuguese corporate debt, Portuguese equity and hybrid instruments, and crypto-assets through ETFs. Designed for long-term growth within a regulated investment framework.
TARGET Fund Size
€50 Million
Fund Type
Open Ended Fund
Fund Start Date
December 2024
objective
The Fund is designed to provide long-term capital growth through a diversified portfolio focused on Portuguese corporate debt, complemented by Portuguese equity and hybrid instruments and exposure to crypto-assets through ETFs. The Fund also provides eligible investors with an investment route under Portugal's Golden Visa programme.
All Funds
Flexible and Future-Ready
Horizon Fund
A Flexible, Alternative Fund For Global Growth
OVERVIEW
Fund Overview
An open-ended fund offering diversified exposure to Portuguese corporate debt, Portuguese equity and hybrid instruments, and crypto-assets through ETFs. Designed for long-term growth within a regulated investment framework.
Fund Size
€50 Million
Fund Type
Open Ended Fund
Fund Start Date
December 2024
objective
The Fund is designed to provide long-term capital growth through a diversified portfolio focused on Portuguese corporate debt, complemented by Portuguese equity and hybrid instruments and exposure to crypto-assets through ETFs. The Fund also provides eligible investors with an investment route under Portugal's Golden Visa programme.
STRATEGY
Fund Focus
The Fund focuses primarily on Portuguese corporate debt, complemented by Portuguese equity and hybrid instruments and crypto-asset exposure through ETFs. It also offers eligible investors the possibility of using their investment as part of a Portuguese Golden Visa application.
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 Fund focuses primarily on Portuguese corporate debt, complemented by Portuguese equity and hybrid instruments and crypto-asset exposure through ETFs. It also offers eligible investors the possibility of using their investment as part of a Portuguese Golden Visa application.
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 combines a core allocation to Portuguese corporate debt with selective exposure to Portuguese equity and hybrid instruments and crypto-assets through ETFs.
sectors covered
Portuguese Corporate Debt: minimum 60%
60%
Portuguese Equity & Hybrid Instruments: up to 30%
30%
Crypto-asset ETFs: up to 40%
40%
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.
Open-Ended Alternative Investment Fund in Securities
Fundo de Investimento Alternativo Aberto Flexível
FUND STRUCTURE
Open-Ended Alternative Investment Fund in Securities
STAGE
Raising Capital
INVESTMENT POLICY
Minimum 60% in debt securities issued by Portuguese companies, up to 30% in Portuguese equity and hybrid instruments, and up to 40% in ETFs providing exposure to crypto-assets.
INVESTOR CATEGORY
Professional and non-professional investors
BANK
Bison Bank, S.A.
Open-Ended Alternative Investment Fund in Securities
Fundo de Investimento Alternativo Aberto Flexível
FUND STRUCTURE
Open-Ended Alternative Investment Fund in Securities
STAGE
Raising Capital
INVESTMENT POLICY
Minimum 60% in debt securities issued by Portuguese companies, up to 30% in Portuguese equity and hybrid instruments, and up to 40% in ETFs providing exposure to crypto-assets.
INVESTOR CATEGORY
Professional and non-professional investors
BANK
Bison Bank, S.A.
INVESTMENT POLICY
Minimum 60% in debt securities issued by Portuguese companies, up to 30% in Portuguese equity and hybrid instruments, and up to 40% in ETFs providing exposure to crypto-assets.
STAGE
Raising Capital
MINIMUM CAPITAL REQUIREMENT
€100,000
MINIMUM CAPITAL REQUIREMENT
€100,000
INVESTMENT OBJECTIVE
Provide exposure to different asset classes, with particular emphasis on Portuguese corporate debt and ETFs, while maintaining a strong allocation to Portuguese companies.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
INVESTMENT POLICY
Minimum 60% in debt securities issued by Portuguese companies, up to 30% in Portuguese equity and hybrid instruments, and up to 40% in ETFs providing exposure to crypto-assets.
STAGE
Raising Capital
MINIMUM CAPITAL REQUIREMENT
€100,000
MINIMUM CAPITAL REQUIREMENT
€100,000
INVESTMENT OBJECTIVE
Provide exposure to different asset classes, with particular emphasis on Portuguese corporate debt and ETFs, while maintaining a strong allocation to Portuguese companies.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
VALUATION FREQUENCY
Monthly (last Business Day of each month)
INVESTOR CATEGORY
Professional and non-professional investors
BANK
Bison Bank, S.A.
INVESTMENT OBJECTIVE
Provide exposure to different asset classes, with particular emphasis on Portuguese corporate debt and ETFs, while maintaining a strong allocation to Portuguese companies.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
ISIN
Class A: PTEBEEHM0002 Class B: PTEBEEHM0001
VALUATION FREQUENCY
Monthly (last Business Day of each month)
INVESTOR CATEGORY
Professional and non-professional investors
BANK
Bison Bank, S.A.
INVESTMENT OBJECTIVE
Provide exposure to different asset classes, with particular emphasis on Portuguese corporate debt and ETFs, while maintaining a strong allocation to Portuguese companies.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
ISIN
Class A: PTEBEEHM0002 Class B: PTEBEEHM0001
ISIN
Class A: PTEBEEHM0002 Class B: PTEBEEHM0001
DURATION
Indefinite
VALUATION FREQUENCY
Monthly (last Business Day of each month)
MAIL US
hello@octanova.pt
DURATION
Indefinite
MAIL US
hello@octanova.pt
ISIN
Class A: PTEBEEHM0002 Class B: PTEBEEHM0001
DURATION
Indefinite
VALUATION FREQUENCY
Monthly (last Business Day of each month)
MAIL US
hello@octanova.pt
DURATION
Indefinite
MAIL US
hello@octanova.pt
INVESTMENT STRATEGY
INVESTMENT STRATEGY
Smart Investments,
Secure Future
Smart Investments,
Secure Future
The fund strategically allocates at least 60% to Portuguese corporate debt, complemented by Portuguese equity and hybrid instruments and up to 40% to ETFs providing exposure to crypto-assets. The portfolio is structured to combine diversified exposure with long-term growth within a regulated investment framework.
The fund strategically allocates at least 60% to Portuguese corporate debt, complemented by Portuguese equity and hybrid instruments and up to 40% to ETFs providing exposure to crypto-assets. The portfolio is structured to combine diversified exposure with long-term growth within a regulated investment framework.
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
Specialised legal partners guide investors through every step of the Golden Visa process, from application to approval.
Seamless Investor Support
Specialised legal partners guide investors through every step of the Golden Visa process, from application to approval.
Expert Fund Management
Backed by over 20 years of experience, the Fund is managed with a secure and compliant approach across regulated fixed income and digital-asset investments.
Expert Fund Management
Backed by over 20 years of experience, the Fund is managed with a secure and compliant approach across regulated fixed income and digital-asset investments.
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
Specialised legal partners guide investors through every step of the Golden Visa process, from application to approval.
Seamless Investor Support
Specialised legal partners guide investors through every step of the Golden Visa process, from application to approval.
Expert Fund Management
Backed by over 20 years of experience, the Fund is managed with a secure and compliant approach across regulated fixed income and digital-asset investments.
Expert Fund Management
Backed by over 20 years of experience, the Fund is managed with a secure and compliant approach across regulated fixed income and digital-asset investments.
Documents
Documents
Factsheet
Horizon Fund Presentation
Management Regulation
CMVM Registration
Factsheet
Horizon Fund Presentation
Management Regulation
CMVM Registration
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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