Golden Visa Fund Comparison
3CC Portugal Golden Income Fund vs Optimize Portugal Golden Opportunities Fund
Compare 3CC Portugal Golden Income Fund and Optimize Portugal Golden Opportunities Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Other
3CC Portugal Golden Income Fund
Managed by 3 Comma Capital
Unverified
VS
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
Quick Decision Guide
Choose 3CC Portugal Golden Income Fund if you prioritize lower management fees and lower minimum investment. Choose Optimize Portugal Golden Opportunities Fund if you prefer its unique strategy and approach.
Key Financials
€100,000Best
Min. Investment
€500,000
Min. Investment
3CC Portugal Golden Income Fund
€100,000Optimize Portugal Golden Opportunities Fund
€500,0007–10% p.a.Best
Target Return
Not disclosed
Target Return
3CC Portugal Golden Income Fund
7–10% p.a.Optimize Portugal Golden Opportunities Fund
Not disclosed€70M
Fund Size
€216M
Fund Size
3CC Portugal Golden Income Fund
€70MOptimize Portugal Golden Opportunities Fund
€216M2024
Established
2021
Established
3CC Portugal Golden Income Fund
2024Optimize Portugal Golden Opportunities Fund
2021Fees & Costs
1.5%Best
Management Fee
1.8%
Management Fee
3CC Portugal Golden Income Fund
1.5%Optimize Portugal Golden Opportunities Fund
1.8%20%
Performance Fee
None
Performance Fee
3CC Portugal Golden Income Fund
20%Optimize Portugal Golden Opportunities Fund
NoneNot disclosed
Subscription Fee
1%
Subscription Fee
3CC Portugal Golden Income Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
1%5%
Redemption Fee
Not disclosed
Redemption Fee
3CC Portugal Golden Income Fund
5%Optimize Portugal Golden Opportunities Fund
Not disclosed5%
Hurdle Rate
Not disclosed
Hurdle Rate
3CC Portugal Golden Income Fund
5%Optimize Portugal Golden Opportunities Fund
Not disclosedLiquidity & Terms
Daily
Redemption
Daily
Redemption
3CC Portugal Golden Income Fund
DailyOptimize Portugal Golden Opportunities Fund
DailyNot disclosed
Lock-up Period
60 months
Lock-up Period
3CC Portugal Golden Income Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
3CC Portugal Golden Income Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedOther
Category
Other
Category
3CC Portugal Golden Income Fund
OtherOptimize Portugal Golden Opportunities Fund
OtherEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Lower Cost
3CC Portugal Golden Income Fund
€45,000
Optimize Portugal Golden Opportunities Fund
€59,000
Geographic Allocation
3CC Portugal Golden Income Fund
Portugal (Corporate Bonds)
70%
United States & Global Equities
15%
Global (Digital Assets & Gold)
15%
Optimize Portugal Golden Opportunities Fund
Portugal
90%
Other / Iberia & EU (incl. Spain)
10%
Ready to invest?
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