Open Investment Fund options for US Citizen

Residencies & citizenships Portugal Golden Visa 🇵🇹
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I’ve been researching open ended investment funds to have an exit plan if the GV program for applicants after Feb 16th is cut-off

@tkrunning listed 3 open ended fund options here - The end of Portugal's Golden Visa—for real this time? - #81 by tkrunning which includes like Optimize Portugal, IMGA Ações Portugal, and Sixty Degrees Ações Portugal.

In my reading I know IMGA held at Bison Bank will work (Atlantico says they can’t hold IMGA) but are the other funds also viable for US Persons (i.e. FATCA/PFIC compliant) that I should research?

Thanks all

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Doing some more research it’s clear IMGA is the winning fund with over 140M GBP in holdings while Optimize and Sixty Degrees are just over 2M GBP each. A good way to compare is to pull up each fund on markets.ft.com to see each one’s fund size, initial/ongoing/exit charges and other items.

I spoke to both Optimize and Sixty degrees and they both confirmed they are FATCA and PFIC ready. They were responsive and helpful.

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