PORTUGUESE INCOME, INDIAN GROWTH
Indra Fund
A Golden Visa-Eligible Fund Combining Portuguese Fixed Income With Indian Equity Exposure
OVERVIEW
Fund Overview
An open-ended Golden Visa-eligible fund combining Portuguese fixed income with exposure to Indian equities through ETFs.
OVERVIEW
Fund Overview
An open-ended Golden Visa-eligible fund combining Portuguese fixed income with exposure to Indian equities through ETFs.
TARGET Fund Size
€50 Million
Fund Type
Open-Ended Fund
Fund Start Date
To be launched
objective
The Indra Fund aims to combine income and capital appreciation through a portfolio focused on Portuguese investments and exposure to India's long-term growth potential.
STRATEGY
Fund Focus
The Fund combines a core allocation to Portuguese fixed income with exposure to Indian equities through ETFs, while providing eligible investors with an investment route under Portugal's Golden Visa programme.
Empowering Expansion Through Strategic Investment
ASSET ALLOCATION
Portuguese Fixed Income
Indian Equities (ETFs)
Liquidity
GET TO KNOW US
Fund Focus
The Fund combines a core allocation to Portuguese fixed income with exposure to Indian equities through ETFs, while providing eligible investors with an investment route under Portugal's Golden Visa programme.
Empowering Expansion Through Strategic Investment
ASSET ALLOCATION
Portuguese Fixed Income
Indian Equities (ETFs)
Liquidity
PORTFOLIO
Investment Strategy
A diversified allocation combining Portuguese fixed income with Indian equity exposure through listed ETFs.
sectors covered
Portuguese Fixed Income: minimum 60%
Indian Equities (ETFs): up to 40%
FACTSHEET
FACTSHEET
Fund Highlights
Fund Highlights
A regulated Portuguese fund combining fixed-income exposure in Portugal with access to India's equity growth story and Golden Visa eligibility.
A regulated Portuguese fund combining fixed-income exposure in Portugal with access to India's equity growth story and Golden Visa eligibility.
FUND TYPE
Open-Ended Alternative Investment Fund in Securities
FUND TYPE
Open-Ended Alternative Investment Fund in Securities
STAGE
Pre-Launch
INVESTOR CATEGORY
Professional and non-professional investors
ISIN
BANK
Bison Bank, S.A.
INVESTMENT OBJECTIVE
Generate income and capital appreciation through a combination of Portuguese investments and exposure to Indian equities.
FUND TYPE
Open-Ended Alternative Investment Fund in Securities
FUND TYPE
Open-Ended Alternative Investment Fund in Securities
STAGE
Pre-Launch
INVESTOR CATEGORY
Professional and non-professional investors
ISIN
BANK
Bison Bank, S.A.
INVESTMENT OBJECTIVE
Generate income and capital appreciation through a combination of Portuguese investments and exposure to Indian equities.
INVESTOR CATEGORY
Professional and non-professional investors
STAGE
Pre-Launch
MIINIMUM CAPITAL REQUIREMENT
€100,000
MIINIMUM CAPITAL REQUIREMENT
€100,000
VALUATION FREQUENCY
Monthly (last Business Day of each month)
INVESTMENT POLICY
At least 60% of the portfolio invested in securities issued by Portuguese entities, complemented by up to 40% exposure to the Indian market, primarily through listed ETFs.
INVESTMENT OBJECTIVE
Generate income and capital appreciation through a combination of Portuguese investments and exposure to Indian equities.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
INVESTOR CATEGORY
Professional and non-professional investors
STAGE
Pre-Launch
MIINIMUM CAPITAL REQUIREMENT
€100,000
MIINIMUM CAPITAL REQUIREMENT
€100,000
VALUATION FREQUENCY
Monthly (last Business Day of each month)
INVESTMENT POLICY
At least 60% of the portfolio invested in securities issued by Portuguese entities, complemented by up to 40% exposure to the Indian market, primarily through listed ETFs.
INVESTMENT OBJECTIVE
Generate income and capital appreciation through a combination of Portuguese investments and exposure to Indian equities.
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
INVESTMENT POLICY
At least 60% of the portfolio invested in securities issued by Portuguese entities, complemented by up to 40% exposure to the Indian market, primarily through listed ETFs.
ISIN
DURATION
Indefinite
VALUATION FREQUENCY
Monthly (last Business Day of each month)
BANK
Bison Bank, S.A.
DURATION
Indefinite
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
MAIL US
hello@octanova.pt
MAIL US
hello@octanova.pt
INVESTMENT POLICY
At least 60% of the portfolio invested in securities issued by Portuguese entities, complemented by up to 40% exposure to the Indian market, primarily through listed ETFs.
ISIN
DURATION
Indefinite
VALUATION FREQUENCY
Monthly (last Business Day of each month)
BANK
Bison Bank, S.A.
DURATION
Indefinite
AUDITOR
Ernst & Young Audit & Associados, SROC, S.A.
MAIL US
hello@octanova.pt
MAIL US
hello@octanova.pt
INVESTMENT STRATEGY
INVESTMENT STRATEGY
Gateway to Europe. Powered by India.
Gateway to Europe. Powered by India.
The Fund combines a core allocation to Portuguese fixed income with exposure to Indian equities through listed ETFs. The strategy is designed to balance income and stability from the Portuguese allocation with participation in India's long-term growth potential.
The Fund combines a core allocation to Portuguese fixed income with exposure to Indian equities through listed ETFs. The strategy is designed to balance income and stability from the Portuguese allocation with participation in India's long-term growth potential.
Portuguese Fixed Income
A core allocation to Portuguese fixed-income instruments, providing the portfolio with an income and stability component.
Portuguese Fixed Income
A core allocation to Portuguese fixed-income instruments, providing the portfolio with an income and stability component.
Indian Growth Exposure
Exposure to India's long-term growth potential through listed ETFs focused on the Indian equity market.
Indian Growth Exposure
Exposure to India's long-term growth potential through listed ETFs focused on the Indian equity market.
Golden Visa Eligible
Eligible investors may use a qualifying investment in the Fund under Portugal's Golden Visa programme, subject to the applicable legal requirements.
Golden Visa Eligible
Eligible investors may use a qualifying investment in the Fund under Portugal's Golden Visa programme, subject to the applicable legal requirements.
Portuguese Fixed Income
A core allocation to Portuguese fixed-income instruments, providing the portfolio with an income and stability component.
Portuguese Fixed Income
A core allocation to Portuguese fixed-income instruments, providing the portfolio with an income and stability component.
Indian Growth Exposure
Exposure to India's long-term growth potential through listed ETFs focused on the Indian equity market.
Indian Growth Exposure
Exposure to India's long-term growth potential through listed ETFs focused on the Indian equity market.
Golden Visa Eligible
Eligible investors may use a qualifying investment in the Fund under Portugal's Golden Visa programme, subject to the applicable legal requirements.
Golden Visa Eligible
Eligible investors may use a qualifying investment in the Fund under Portugal's Golden Visa programme, subject to the applicable legal requirements.
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