Golden Visa Fund Comparison

3CC Portugal Golden Income Fund vs Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

Compare 3CC Portugal Golden Income Fund and Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Other

3CC Portugal Golden Income Fund

Managed by 3 Comma Capital

Unverified

Private Equity

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

Managed by Fortitude Capital

Unverified

Quick Decision Guide

Choose 3CC Portugal Golden Income Fund if you prioritize lower management fees and other exposure. Choose Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado if you prefer manageable entry point and private equity exposure.

Key Financials

€100,000

Min. Investment

€100,000

Min. Investment

3CC Portugal Golden Income Fund

€100,000

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

€100,000

7–10% p.a.

Target Return

Best15–20% p.a.

Target Return

3CC Portugal Golden Income Fund

7–10% p.a.

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

15–20% p.a.

Best

€70M

Fund Size

€150M

Fund Size

3CC Portugal Golden Income Fund

€70M

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

€150M

2024

Established

2025

Established

3CC Portugal Golden Income Fund

2024

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

2025

Fees & Costs

1.5%Best

Management Fee

3CC Portugal Golden Income Fund

1.5%

Best

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

20%

Performance Fee

20%

Performance Fee

3CC Portugal Golden Income Fund

20%

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

20%

Not disclosed

Subscription Fee

3CC Portugal Golden Income Fund

Not disclosed

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

Redemption Fee

Not disclosed

Redemption Fee

3CC Portugal Golden Income Fund

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

Not disclosed

Hurdle Rate

3CC Portugal Golden Income Fund

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

Liquidity & Terms

Daily

Redemption

End of Term

Redemption

3CC Portugal Golden Income Fund

Daily

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

End of Term

Not disclosed

Lock-up Period

48 months

Lock-up Period

3CC Portugal Golden Income Fund

Not disclosed

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

48 months

Not disclosed

Risk Band

Not disclosed

Risk Band

3CC Portugal Golden Income Fund

Not disclosed

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

Not disclosed

Other

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

3CC Portugal Golden Income Fund

Fees not disclosed

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

€85,000

Cost comparison unavailable — one or more funds have not disclosed their fee structure.

Geographic Allocation

3CC Portugal Golden Income Fund

Portugal (Corporate Bonds)

70%

United States & Global Equities

15%

Global (Digital Assets & Gold)

15%

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado

Portugal

60%

Spain

40%

Ready to invest?

Speak with our Golden Visa experts to discuss which fund is right for you.

Frequently Asked Questions

The main differences include investment focus (Other vs Private Equity), minimum investment amounts (€100,000 vs €100,000), management fees (1.5% vs 2%), and fund managers (3 Comma Capital vs Fortitude Capital). Each fund has different risk profiles and return targets suited to different investor preferences.

3CC Portugal Golden Income Fund has the lower management fee at 1.5% compared to 2%. However, consider the total cost including performance fees: 3CC Portugal Golden Income Fund charges 20% performance fee while Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado charges 20%. The overall value depends on your investment goals and expected returns.

3CC Portugal Golden Income Fund requires a minimum investment of €100,000, while Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado requires €100,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Both 3CC Portugal Golden Income Fund and Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado are marketed by their managers as intended for the Portugal Golden Visa program, meeting the minimum €500,000 investment requirement and being properly regulated investment funds. Eligibility must be confirmed with Portuguese legal counsel before investing.

The choice between other (3CC Portugal Golden Income Fund) and private equity (Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado) depends on your risk tolerance and investment goals. Other investments typically offer different risk-return profiles compared to private equity. Consider your portfolio diversification needs and long-term investment strategy.

Redemption terms vary between funds. 3CC Portugal Golden Income Fund offers Daily redemptions, while Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado provides End of Term redemption opportunities. Check the specific notice periods and any redemption fees that may apply. Consider your liquidity needs when choosing between these options.

All fund data is regularly verified against official sources including fund prospectuses, regulatory filings, and direct communication with fund managers. Data freshness indicators show when each fund's information was last updated. We recommend reviewing the latest fund documents and speaking with the fund managers before making investment decisions.