The fund
Explore the €500,000+ qualifying fund route, plus applicable fees and expenses. Understand the strategy, liquidity and risks. Use the same criteria to evaluate any fund, including ours.
Pick a topic
General information only, not legal, tax or investment advice. Review your circumstances with qualified advisors.
The investment
Understand the fund, its fees and its terms. Discuss the investment with Plural and assess legal requirements with immigration counsel. Bring your own advisors into the decision.
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The fund
Renewable energy and climate infrastructure, Portugal-focused
One Planet focuses on renewable energy and climate infrastructure in Portugal. Consider how the strategy fits your portfolio, your family’s plans and the time you can keep capital invested.
For Golden Visa eligibility, the vehicle must be established under Portuguese law, be non-real-estate, have a maturity of at least five years at the time of investment and invest at least 60% of its portfolio in companies headquartered in Portugal.
Use the same criteria for every fund, including ours. Ask for the fund documents, manager credentials, fee schedule and portfolio reporting. Review liquidity, risks and exit terms with your advisors. A qualifying investment is not automatically a suitable investment.
How to evaluate a fund02
Regulation
What regulation does—and does not—mean
Portuguese collective investment vehicles operate within a regulated framework overseen by the CMVM, but regulation does not guarantee capital preservation or returns.
Check which entity manages the fund and verify its regulatory registration. Ask what could affect your capital, what reporting you will receive and how the investment must be maintained for residency.
Risk disclosures03
US investors
401(k), IRA and cross-border reporting
US citizens and resident aliens are generally subject to US tax and reporting rules on worldwide income and foreign financial assets, and some foreign fund structures may create specific US reporting or tax considerations.
Considering a 401(k) or IRA? Ask your plan administrator, custodian and US tax advisor about permitted investments, rollover rules and tax consequences. Suitability depends on your circumstances.
Questions for US investorsThe process
Step 1
1. Share what matters to you
Tell us your main interest, investment budget, timeframe and country of residence. You can ask for information while you are still exploring.
Step 2
2. Clarify your next steps
Investor Relations reviews your inquiry and follows up to discuss your plans and open questions. Your answers help prepare the conversation; they do not establish eligibility or suitability.
Step 3
3. Decide on your timeline
Discuss the fund documents and outstanding questions with Plural. Review the information with your legal, tax and investment advisors before deciding. No investment commitment.
Share your family’s plans, investment budget and timeline with Investor Relations. Our team can help you understand the next steps and the questions to review with your advisors. No investment commitment.