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3CC Portugal Golden Income Fund vs Horizon Fund: Portugal Golden Visa Fund Comparison

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of 3CC Portugal Golden Income Fund (managed by 3 Comma Capital) and Horizon Fund (managed by Octanova SCR) Portugal Golden Visa investment funds.

Criteria3CC Portugal Golden Income FundHorizon Fund
Verification StatusNot verified
✓ VERIFIED
Fund TypeMulti-AssetMixed Fixed Income / Digital Assets
Fund Manager3 Comma CapitalOctanova SCR
Minimum Investment
€100,000
Best
€100,000
Target Return
7-10% p.a.
Best
0% p.a.
Established20242024
Performance Fee Hurdle7%0%
Fund Size70000000M EUR50000000M EUR
Management Fee
1.5%
Best
2%
Performance Fee
20%
Best
20%
Geographic Allocation
Portugal (Bonds): 70%
Global Equities: 15%
Digital Assets: 15%
Portugal (Bonds): 65%
Digital Assets: 35%
Redemption FrequencyWeeklyMonthly
Notice Period
5 days
Best
15 days
Minimum Holding Period
None
Best
None
TermPerpetual (open-ended)Perpetual (open-ended)
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: 3CC Portugal Golden Income Fund vs Horizon Fund

What are the key differences between 3CC Portugal Golden Income Fund and Horizon Fund?

The main differences include investment focus (Multi-Asset vs Mixed Fixed Income / Digital Assets), minimum investment amounts (€100,000 vs €100,000), management fees (1.5% vs 2%), and fund managers (3 Comma Capital vs Octanova SCR). Each fund has different risk profiles and return targets suited to different investor preferences.

Which fund has lower fees: 3CC Portugal Golden Income Fund or Horizon Fund?

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 Horizon Fund charges 20%. The overall value depends on your investment goals and expected returns.

What is the minimum investment required for each fund?

3CC Portugal Golden Income Fund requires a minimum investment of €100,000, while Horizon Fund requires €100,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Are both funds eligible for Portugal Golden Visa?

Yes, both 3CC Portugal Golden Income Fund and Horizon Fund are eligible for the Portugal Golden Visa program as they meet the minimum €500,000 investment requirement and are properly regulated investment funds. Investing in either fund can help you qualify for Portuguese residency through the Golden Visa route.

Should I choose a multi-asset fund or a mixed fixed income / digital assets fund?

The choice between multi-asset (3CC Portugal Golden Income Fund) and mixed fixed income / digital assets (Horizon Fund) depends on your risk tolerance and investment goals. Multi-asset investments typically offer different risk-return profiles compared to mixed fixed income / digital assets. Consider your portfolio diversification needs and long-term investment strategy.

How often can I redeem from these funds?

Redemption terms vary between funds. 3CC Portugal Golden Income Fund offers Weekly redemptions, while Horizon Fund provides Monthly redemption opportunities. Check the specific notice periods and any redemption fees that may apply. Consider your liquidity needs when choosing between these options.

How is the data in this comparison verified?

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.