The InVino fund is an unique eco & wine tourism fund dedicated to investing in the “next generation” of sustainable businesses (ESG) in the hospitality sector in Portugal. The Fund’s capital is intended for investment in companies or projects with high growth potential, optimizing the hospitality business through its integration with the wine and the agroforestry.
InVino Fund invests in companies with the concept of transforming working farms and heritage sites (e.g., vineyards, olive groves, cork forest, manor houses) into sustainable resorts, offering a full eco & wine-based experience where guests will enjoy unique F&B hospitality based on a true “bio-farm to table” and perfectly adapted to the post-Covid world.
Portugal is recognized worldwide as a pioneer in transforming its economy towards a sustainable reality, aiming at the efficient use of energy without waste of natural resources. Portugal has been emerging with numerous business opportunities in different areas. Sectors such as tourism, real estate and services have generated great interest from investors targeting opportunities that offer a good return, while still being able to enjoy the stability and security of an European Union country.
InVino Fund developed its business thesis focused mainly on the development of projects in the areas of eco & wine tourism guided by the sustainability principles.
- Tax exemption for non-residents
- Golden Visa program eligibility for all family members
- Shareholders’ exclusive club program*: hotel stays,
- wine box,wine barrel & wine tasting
- Competitive target returns in line with the rising global interest rates
- US investors are welcome
- Cryptocurrency investors are welcome
- Value preservation: real estate and tangible assets investments
- Sustainability in the core
- Great team with proven track record
- Effective Compliance & Governance
- Minimum Investment €200,000
- Subscription Deadline July 2025
- Fund Lifetime 8 years
- Fund Manager Stag Fund Management
STAG Fund Management is the fund manager, Bison Bank is the custodian & depository bank and BDO is the independent auditor, providing some levels of auditing and compliance to ensure higher levels of protection and management in the investment and divestment processes.
