Golden Visa Fund Comparison

3CC Portugal Golden Income Fund vs PEEIF II – Portuguese Energy Efficiency Investment Fund II

Compare 3CC Portugal Golden Income Fund and PEEIF II – Portuguese Energy Efficiency Investment Fund II side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Other

3CC Portugal Golden Income Fund

Managed by 3 Comma Capital

Unverified

Venture Capital

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Managed by Quadrantis Capital – Sociedade de Capital de Risco, S.A.

Unverified

Quick Decision Guide

Choose 3CC Portugal Golden Income Fund if you prioritize lower management fees and lower minimum investment. Choose PEEIF II – Portuguese Energy Efficiency Investment Fund II if you prefer venture capital exposure.

Key Financials

€100,000Best

Min. Investment

€200,000

Min. Investment

3CC Portugal Golden Income Fund

€100,000

Best

PEEIF II – Portuguese Energy Efficiency Investment Fund II

€200,000

7–10% p.a.Best

Target Return

6–8% p.a.

Target Return

3CC Portugal Golden Income Fund

7–10% p.a.

Best

PEEIF II – Portuguese Energy Efficiency Investment Fund II

6–8% p.a.

€70M

Fund Size

€25M

Fund Size

3CC Portugal Golden Income Fund

€70M

PEEIF II – Portuguese Energy Efficiency Investment Fund II

€25M

2024

Established

2024

Established

3CC Portugal Golden Income Fund

2024

PEEIF II – Portuguese Energy Efficiency Investment Fund II

2024

Fees & Costs

1.5%Best

Management Fee

2.5%

Management Fee

3CC Portugal Golden Income Fund

1.5%

Best

PEEIF II – Portuguese Energy Efficiency Investment Fund II

2.5%

20%

Performance Fee

30%

Performance Fee

3CC Portugal Golden Income Fund

20%

PEEIF II – Portuguese Energy Efficiency Investment Fund II

30%

Not disclosed

Subscription Fee

3CC Portugal Golden Income Fund

Not disclosed

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Redemption Fee

Not disclosed

Redemption Fee

3CC Portugal Golden Income Fund

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Not disclosed

Hurdle Rate

3CC Portugal Golden Income Fund

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Liquidity & Terms

Daily

Redemption

End of Term

Redemption

3CC Portugal Golden Income Fund

Daily

PEEIF II – Portuguese Energy Efficiency Investment Fund II

End of Term

Not disclosed

Lock-up Period

36 months

Lock-up Period

3CC Portugal Golden Income Fund

Not disclosed

PEEIF II – Portuguese Energy Efficiency Investment Fund II

36 months

Not disclosed

Risk Band

Not disclosed

Risk Band

3CC Portugal Golden Income Fund

Not disclosed

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Not disclosed

Other

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

3CC Portugal Golden Income Fund

Fees not disclosed

PEEIF II – Portuguese Energy Efficiency Investment Fund II

€90,000

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%

PEEIF II – Portuguese Energy Efficiency Investment Fund II: Not disclosed

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 Venture Capital), minimum investment amounts (€100,000 vs €200,000), management fees (1.5% vs 2.5%), and fund managers (3 Comma Capital vs Quadrantis Capital – Sociedade de Capital de Risco, S.A.). 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 2.5%. However, consider the total cost including performance fees: 3CC Portugal Golden Income Fund charges 20% performance fee while PEEIF II – Portuguese Energy Efficiency Investment Fund II charges 30%. The overall value depends on your investment goals and expected returns.

3CC Portugal Golden Income Fund requires a minimum investment of €100,000, while PEEIF II – Portuguese Energy Efficiency Investment Fund II requires €200,000. 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 PEEIF II – Portuguese Energy Efficiency Investment Fund II 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.

The choice between other (3CC Portugal Golden Income Fund) and venture capital (PEEIF II – Portuguese Energy Efficiency Investment Fund II) depends on your risk tolerance and investment goals. Other investments typically offer different risk-return profiles compared to venture capital. Consider your portfolio diversification needs and long-term investment strategy.

Redemption terms vary between funds. 3CC Portugal Golden Income Fund offers Daily redemptions, while PEEIF II – Portuguese Energy Efficiency Investment Fund II 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.

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.