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Crown Investments 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 Crown Investments 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.

CriteriaCrown Investments FundOptimize Portugal Golden Opportunities Fund
Verification StatusNot verified
✓ VERIFIED
Fund TypeVenture CapitalMixed
Fund ManagerInsight 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.
Established20232021
Performance Fee Hurdle0%0%
Fund Size50000000M EUR216000000M EUR
Management Fee2.5%
1.8%
Best
Performance Fee12.5%
0%
Best
Subscription FeeN/A
1%
Best
Geographic Allocation
Portugal: 60%
Europe: 30%
Other: 10%
Portugal: 100%
Redemption FrequencyN/ADaily
Notice PeriodN/A
5 days
Best
Minimum Holding PeriodN/A
60 months
Best
Term8 yearsPerpetual (open-ended)
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: Crown Investments Fund vs Optimize Portugal Golden Opportunities Fund

What are the key differences between Crown Investments 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: Crown Investments 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: Crown Investments 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?

Crown Investments 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 Crown Investments 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 (Crown Investments 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. Crown Investments 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.