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3CC Portugal Golden Income Fund vs Mercúrio Fund II, FCR: 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 Mercúrio Fund II, FCR (managed by Oxy Capital) Portugal Golden Visa investment funds.

Criteria3CC Portugal Golden Income FundMercúrio Fund II, FCR
Verification StatusNot verifiedNot verified
Fund TypeMulti-AssetPrivate Equity & Debt
Fund Manager3 Comma CapitalOxy Capital
Minimum Investment
€100,000
Best
€100,000
Target Return
7-10% p.a.
Best
0% p.a.
Established20242012
Performance Fee Hurdle7%5%
Fund Size70000000M EUR0M EUR
Management Fee
1.5%
Best
2%
Performance Fee
20%
Best
20%
Subscription FeeN/A
2%
Best
Geographic Allocation
Portugal (Bonds): 70%
Global Equities: 15%
Digital Assets: 15%
Portugal: 80%
Redemption FrequencyWeeklyEnd of Term
Notice Period
5 days
Best
None
Minimum Holding Period
None
Best
120 months
TermPerpetual (open-ended)8 years
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: 3CC Portugal Golden Income Fund vs Mercúrio Fund II, FCR

What are the key differences between 3CC Portugal Golden Income Fund and Mercúrio Fund II, FCR?

The main differences include investment focus (Multi-Asset vs Private Equity & Debt), minimum investment amounts (€100,000 vs €100,000), management fees (1.5% vs 2%), and fund managers (3 Comma Capital vs Oxy Capital). 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 Mercúrio Fund II, FCR?

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 Mercúrio Fund II, FCR 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 Mercúrio Fund II, FCR 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 Mercúrio Fund II, FCR 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 private equity & debt fund?

The choice between multi-asset (3CC Portugal Golden Income Fund) and private equity & debt (Mercúrio Fund II, FCR) depends on your risk tolerance and investment goals. Multi-asset investments typically offer different risk-return profiles compared to private equity & debt. 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 Mercúrio Fund II, FCR 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.

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.