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)
3CC Portugal Golden Income Fund
Fees not disclosed
Optimize Portugal Golden Opportunities Fund
€59,000
Cost comparison unavailable — one or more funds have not disclosed their fee structure.
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?
Speak with our Golden Visa experts to discuss which fund is right for you.
Frequently Asked Questions
The main differences include investment focus (Other vs Other), minimum investment amounts (€100,000 vs €500,000), management fees (1.5% vs 1.8%), and fund managers (3 Comma Capital vs Optimize Investment Partners). Each fund has different risk profiles and return targets suited to different investor preferences.
3CC Portugal Golden Income Fund has the lower management fee at 1.5% compared to 1.8%. However, consider the total cost including performance fees: 3CC Portugal Golden Income Fund charges 20% performance fee while Optimize Portugal Golden Opportunities Fund charges None. The overall value depends on your investment goals and expected returns.
3CC Portugal Golden Income Fund requires a minimum investment of €100,000, while Optimize Portugal Golden Opportunities Fund requires €500,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.
Both 3CC Portugal Golden Income Fund and Optimize Portugal Golden Opportunities Fund are marketed by their managers as intended for the Portugal Golden Visa program, meeting the minimum €500,000 investment requirement and being properly regulated investment funds. Eligibility must be confirmed with Portuguese legal counsel before investing.
Both funds focus on other, so compare their track records, management teams, fee structures, and specific investment strategies. Consider 3CC Portugal Golden Income Fund's approach managed by 3 Comma Capital versus Optimize Portugal Golden Opportunities Fund's strategy under Optimize Investment Partners. Review their historical performance, redemption terms, and alignment with your investment timeline.
Redemption terms vary between funds. 3CC Portugal Golden Income Fund offers Daily redemptions, while Optimize Portugal Golden Opportunities Fund provides Daily redemption opportunities. Check the specific notice periods and any redemption fees that may apply. Consider your liquidity needs when choosing between these options.
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.
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