BlueWater Capital 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 BlueWater Capital Fund (managed by Insight Venture - Sociedade de Capital de Risco, S.A.) and Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) Portugal Golden Visa investment funds.
| Criteria | BlueWater Capital Fund | Optimize Portugal Golden Opportunities Fund |
|---|---|---|
| Verification Status | Not verified | ✓ VERIFIED |
| Fund Type | Venture Capital | Mixed |
| Fund Manager | Insight Venture - Sociedade de Capital de Risco, S.A. | Optimize Investment Partners |
| Minimum Investment | €100,000 | €1,000 Best |
| Target Return | 0% p.a. Best | 0% p.a. |
| Established | 2023 | 2021 |
| Performance Fee Hurdle | 0% | 0% |
| Fund Size | 50000000M EUR | 216000000M EUR |
| Management Fee | 2.5% | 1.8% Best |
| Performance Fee | 12.5% | 0% Best |
| Subscription Fee | N/A | 1% Best |
| Geographic Allocation | Portugal: 60% Europe: 30% Other: 10% | Portugal: 100% |
| Redemption Frequency | N/A | Daily |
| Notice Period | N/A | 5 days Best |
| Minimum Holding Period | N/A | 60 months Best |
| Term | 8 years | Perpetual (open-ended) |
| Tags | ||
| Data Last Verified | Very Fresh | Very Fresh |
Related Fund Comparisons
BlueWater Capital Fund vs 3CC Portugal Golden Income Fund
Crown Investments Fund vs 3CC Portugal Golden Income Fund
Digital Insight Fund vs 3CC Portugal Golden Income Fund
IMGA Ações Portugal Fund vs 3CC Portugal Golden Income Fund
3CC Portugal Golden Income Fund vs Optimize Portugal Golden Opportunities Fund
Portugal Liquid Opportunities, FCR vs 3CC Portugal Golden Income Fund
Frequently Asked Questions: BlueWater Capital Fund vs Optimize Portugal Golden Opportunities Fund
What are the key differences between BlueWater Capital Fund and Optimize Portugal Golden Opportunities Fund?
The main differences include investment focus (Venture Capital vs Mixed), minimum investment amounts (€100,000 vs €1,000), management fees (2.5% vs 1.8%), and fund managers (Insight Venture - Sociedade de Capital de Risco, S.A. vs Optimize Investment Partners). Each fund has different risk profiles and return targets suited to different investor preferences.
Which fund has lower fees: BlueWater Capital Fund or Optimize Portugal Golden Opportunities Fund?
Optimize Portugal Golden Opportunities Fund has the lower management fee at 1.8% compared to 2.5%. However, consider the total cost including performance fees: BlueWater Capital Fund charges 12.5% performance fee while Optimize Portugal Golden Opportunities Fund charges 0%. The overall value depends on your investment goals and expected returns.
What is the minimum investment required for each fund?
BlueWater Capital Fund requires a minimum investment of €100,000, while Optimize Portugal Golden Opportunities Fund requires €1,000. 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 BlueWater Capital Fund and Optimize Portugal Golden Opportunities Fund 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 venture capital fund or a mixed fund?
The choice between venture capital (BlueWater Capital Fund) and mixed (Optimize Portugal Golden Opportunities Fund) depends on your risk tolerance and investment goals. Venture capital investments typically offer different risk-return profiles compared to mixed. Consider your portfolio diversification needs and long-term investment strategy.
How often can I redeem from these funds?
Redemption terms vary between funds. BlueWater Capital Fund offers standard 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.
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.