# Investment funds as an option for Portugal's Golden Visa **URL:** \ **Category:** Portugal Golden Visa\ **Tags:** portugal, golden-visa\ **Created:** [September 7, 2022, 11:19am UTC](https://community.nomadgate.com/t/investment-funds-as-an-option-for-portugals-golden-visa/52880 "2022-09-07T11:19:29Z")\ **Posts on this page:** 7\ **Page:** 1
**Author:** ![nsp](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/n/278dde/32.png) [@nsp](https://community.nomadgate.com/u/nsp)\ **Post date:** [September 7, 2022, 11:19am UTC](https://community.nomadgate.com/t/investment-funds-as-an-option-for-portugals-golden-visa/52880/1 "2022-09-07T11:19:29Z")
This topis is an opportunity to discuss and clarify all your questions related to the process of choosing an investment fund, some investment fund options available, and other related questions that can occur. ---
**Author:** ![rj2002cc](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/r/d07c76/32.png) [@rj2002cc](https://community.nomadgate.com/u/rj2002cc)\ **Post date:** [September 7, 2022, 3:51pm UTC](https://community.nomadgate.com/t/investment-funds-as-an-option-for-portugals-golden-visa/52880/2 "2022-09-07T15:51:53Z")
Are you seeking information, or offering to provide information? Either way, there is already a robust thread on this topic. > [@Portugal GV Fund Comparison?](https://community.nomadgate.com/t/portugal-gv-fund-comparison/25375/1176): > > Thanks for sharing Portugal Golden Visa Fund Comparison , wonder what’s the diff between updated fund vs funds ? And how can we make sure the funds are qualified to GV ? As CMVM’s info disclosure system does not have a list of GV funds. ---
**Author:** ![nsp](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/n/278dde/32.png) [@nsp](https://community.nomadgate.com/u/nsp)\ **Post date:** [September 8, 2022, 9:49am UTC](https://community.nomadgate.com/t/investment-funds-as-an-option-for-portugals-golden-visa/52880/3 "2022-09-08T09:49:34Z")
The purpose of this topic is to complement and clarify the information of that topic in a more clear way for a better undestandding of the user’s questions. So with this, I’m offering to clarify some investment funds information that you all could need. ---
**Author:** ![rj2002cc](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/r/d07c76/32.png) [@rj2002cc](https://community.nomadgate.com/u/rj2002cc)\ **Post date:** [September 8, 2022, 1:33pm UTC](https://community.nomadgate.com/t/investment-funds-as-an-option-for-portugals-golden-visa/52880/4 "2022-09-08T13:33:05Z")
Thanks for the clarification. Can you elaborate on your background please? ---
**Author:** ![chmchm](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/c/46a35a/32.png) [@chmchm](https://community.nomadgate.com/u/chmchm)\ **Post date:** [September 24, 2022, 11:18am UTC](https://community.nomadgate.com/t/investment-funds-as-an-option-for-portugals-golden-visa/52880/5 "2022-09-24T11:18:35Z")
If you are a US taxpayer, you must choose a fund that qualifies as a QEF or Mark-to-market fund and that issues PFIC statements. ---
**Author:** ![jb4422](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/j/ec9cab/32.png) [@jb4422](https://community.nomadgate.com/u/jb4422)\ **Post date:** [September 24, 2022, 12:47pm UTC](https://community.nomadgate.com/t/investment-funds-as-an-option-for-portugals-golden-visa/52880/6 "2022-09-24T12:47:35Z")
Well, you don’t _have_ to. It just depends on how much tax you like paying and how much bookkeeping you want to do. It might be _wiser_ to choose a qualified fund, yes. But there is no _legal_ requirement to do so. If there were a fund returning 35% p.a. whose only fault was that it wasn’t qualified, I’d sure as hell buy it and do the bookkeeping. 🙂 ---
**Author:** ![chmchm](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/c/46a35a/32.png) [@chmchm](https://community.nomadgate.com/u/chmchm)\ **Post date:** [September 25, 2022, 5:09am UTC](https://community.nomadgate.com/t/investment-funds-as-an-option-for-portugals-golden-visa/52880/7 "2022-09-25T05:09:18Z")
Thanks, Jeff. It’s correct that this is not a legal requirement. However, choosing a fund that cannot be marked to market or isn’t a QEf means one has to pay punitive interest to the IRS. This usually means that gains are wiped out.