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3CC Portugal Golden Income Fund vs Optimize Portugal Golden Opportunities 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 SCR, S.A.) and Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) Portugal Golden Visa investment funds.

Criteria3CC Portugal Golden Income FundOptimize Portugal Golden Opportunities Fund
Fund TypeMulti-AssetBalanced
Fund Manager3 Comma Capital SCR, S.A.Optimize Investment Partners
Minimum Investment€100,000€500,000
Target Annual Return10% annually4.2% annually
Established20252008
Performance Fee Hurdle10%4.2%
Fund Size25M EUR0M EUR
Management Fee1.5%0%
Performance Fee20%0%
Redemption Fee5%N/A
Geographic Allocation
Portugal (Bonds): 70%
Global Equities: 15%
Digital Assets: 15%
Portugal: 100%
Redemption FrequencyDailyDaily
Notice Period5 days5 days
Minimum Holding Period60 months60 months
TermPerpetual (open-ended)Perpetual (open-ended)
Tags
Golden Visa EligibleBondsEquitiesCapital PreservationLow-riskLiquidDaily NAVBitcoinEthereumSolanaFund subscription minimumsHigh-risk> 5% annual yield1-1.5% management feeSmall-cap < €50MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Golden Visa EligibleEquitiesBondsBalancedLiquidUCITSQEF EligibleDaily NAVNo Lock-UpOpen Ended€350k-€500k (subscription min only; GV still requires €500k total)Low-risk3-5% annual yield< 1% management feeSmall-cap < €50MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Data Last Verified
Very Fresh
Very Fresh

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Frequently Asked Questions: 3CC Portugal Golden Income Fund vs Optimize Portugal Golden Opportunities Fund