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Golden Visa Fund Comparison

3CC Portugal Golden Income Fund vs INZ Fund

Compare 3CC Portugal Golden Income Fund and INZ Fund side-by-side: fees, terms, fund-stated objectives, risk bands, and Golden Visa evidence.

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers. This is general information, not investment advice, a recommendation, or a suitability assessment.

Unverified Fund Data

Data for 3CC Portugal Golden Income Fund and INZ Fund has not been independently verified through our verification program. Fees, returns, and terms shown are based on manager-reported information. Compare with caution and confirm all details directly with the fund manager.

Other

3CC Portugal Golden Income Fund

Managed by 3 Comma Capital

Unverified
VS
Private Equity

INZ Fund

Managed by STAG Fund Management

Unverified

Key Differences at a Glance

3CC Portugal Golden Income Fund has lower management fees and lower minimum investment. INZ Fund has private equity exposure.

Based on each fund's own disclosed data (fund documents and public registers). These funds may follow different investment policies and carry different risk profiles, which affects how they compare. General information only — not investment advice, a personal recommendation, or a suitability assessment; Movingto does not assess which fund is suitable for you. Capital is at risk; confirm suitability with your own qualified adviser.

Key Financials

Min. Investment
3CC Portugal Golden Income Fund
€100,000
INZ Fund
€150,000
Fund-stated objective
3CC Portugal Golden Income Fund
7–10% p.a.
INZ Fund
8% p.a.

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers.

Fund Size
3CC Portugal Golden Income Fund
Not disclosed
INZ Fund
€50M
Established
3CC Portugal Golden Income Fund
2024
INZ Fund
2023

Fees & Costs

Management Fee
3CC Portugal Golden Income Fund
1.2%
INZ Fund
1.6%
Performance Fee
3CC Portugal Golden Income Fund
20%
INZ Fund
15%
Subscription Fee
3CC Portugal Golden Income Fund
1.5%
INZ Fund
1%
Redemption Fee
3CC Portugal Golden Income Fund
2.5%
INZ Fund
None
Hurdle Rate
3CC Portugal Golden Income Fund
5%
INZ Fund
6%

Liquidity & Terms

Redemption
3CC Portugal Golden Income Fund
Daily
INZ Fund
End of Term
Lock-up Period
3CC Portugal Golden Income Fund
Not disclosed
INZ Fund
Not disclosed
Risk Band
3CC Portugal Golden Income Fund
Balanced
INZ Fund
Balanced
Category
3CC Portugal Golden Income Fund
Other
INZ Fund
Private Equity

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Geographic Allocation

3CC Portugal Golden Income Fund
Portugal (Corporate Bonds)
60%
United States & Global Equities
30%
Global (Digital Assets & Gold)
10%
INZ Fund
Portugal
70%
Spain
30%

Have questions about the process?

Our team can answer questions about these funds and the Golden Visa process on a free 15-minute call. We provide information, not investment advice.

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Have questions about these funds?

Speak with our Golden Visa team for general information about these funds and the residency process. Movingto does not provide investment advice or recommend a specific fund.

Frequently Asked Questions

The main differences include investment focus (Other vs Private Equity), minimum investment amounts (€100,000 vs €150,000), management fees (1.2% vs 1.6%), and fund managers (3 Comma Capital vs STAG Fund Management). Each fund has a different risk profile and return target. This is general information, not a recommendation.

3CC Portugal Golden Income Fund has the lower management fee at 1.2% compared to 1.6%. Also compare the performance fees: 3CC Portugal Golden Income Fund charges 20% while INZ Fund charges 15%. The overall cost depends on each fund's full fee load and is only one factor among many.

3CC Portugal Golden Income Fund requires a minimum investment of €100,000, while INZ Fund requires €150,000. The Portugal Golden Visa fund route requires €500,000 in total qualifying investment (which can combine more than one fund); a fund's own minimum is separate from Golden Visa eligibility, which must be confirmed with Portuguese legal counsel.

Both 3CC Portugal Golden Income Fund and INZ Fund are marketed by their managers as intended for the Portugal Golden Visa program. That is a manager statement, not a confirmation of eligibility: Golden Visa qualification is determined under Portugal's immigration rules (AIMA) and must be confirmed with Portuguese legal counsel before investing. Capital is at risk.

Other (3CC Portugal Golden Income Fund) and private equity (INZ Fund) sit in different categories with different risk-return profiles. Compare their disclosed fees, lock-up, fund-stated objectives (which are not forecasts or guarantees), and strategies against your own circumstances. This is general information, not a recommendation; confirm suitability with your own qualified adviser.

Redemption terms vary between funds. 3CC Portugal Golden Income Fund's listed redemption frequency is Daily, while INZ Fund's is End of Term. Check each fund's documents for frequency, notice periods, fees, and suspension conditions.

Fund data is reviewed against available sources including fund prospectuses, regulatory filings, and manager-provided information. Data freshness indicators show when each fund's information was last updated. Review the latest fund documents and qualified advisers before making investment decisions.

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