Golden Visa Fund Comparison
Flex Space Fund vs Optimize Portugal Golden Opportunities Fund
Compare Flex Space Fund and Optimize Portugal Golden Opportunities Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Private Equity
Flex Space Fund
Managed by Insula Capital SGOIC
Unverified
VS
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
Quick Decision Guide
Choose Flex Space Fund if you prioritize lower management fees and lower minimum investment. Choose Optimize Portugal Golden Opportunities Fund if you prefer other exposure.
Key Financials
€100,000Best
Min. Investment
€500,000
Min. Investment
Flex Space Fund
€100,000Optimize Portugal Golden Opportunities Fund
€500,00011.65% p.a.
Target Return
Not disclosed
Target Return
Flex Space Fund
11.65% p.a.Optimize Portugal Golden Opportunities Fund
Not disclosed€20M
Fund Size
€216M
Fund Size
Flex Space Fund
€20MOptimize Portugal Golden Opportunities Fund
€216M2024
Established
2021
Established
Flex Space Fund
2024Optimize Portugal Golden Opportunities Fund
2021Fees & Costs
1.5%Best
Management Fee
1.8%
Management Fee
Flex Space Fund
1.5%Optimize Portugal Golden Opportunities Fund
1.8%20%
Performance Fee
None
Performance Fee
Flex Space Fund
20%Optimize Portugal Golden Opportunities Fund
NoneNot disclosed
Subscription Fee
1%
Subscription Fee
Flex Space Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
1%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
Flex Space Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosed5%
Hurdle Rate
Not disclosed
Hurdle Rate
Flex Space Fund
5%Optimize Portugal Golden Opportunities Fund
Not disclosedLiquidity & Terms
Available
Redemption
Daily
Redemption
Flex Space Fund
AvailableOptimize Portugal Golden Opportunities Fund
Daily96 months
Lock-up Period
60 months
Lock-up Period
Flex Space Fund
96 monthsOptimize Portugal Golden Opportunities Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
Flex Space Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedPrivate Equity
Category
Other
Category
Flex Space Fund
Private EquityOptimize Portugal Golden Opportunities Fund
OtherEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Flex Space 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
Flex Space Fund
Portugal
100%
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 (Private Equity vs Other), minimum investment amounts (€100,000 vs €500,000), management fees (1.5% vs 1.8%), and fund managers (Insula Capital SGOIC vs Optimize Investment Partners). Each fund has different risk profiles and return targets suited to different investor preferences.
Flex Space Fund has the lower management fee at 1.5% compared to 1.8%. However, consider the total cost including performance fees: Flex Space Fund charges 20% performance fee while Optimize Portugal Golden Opportunities Fund charges None. The overall value depends on your investment goals and expected returns.
Flex Space 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 Flex Space 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.
The choice between private equity (Flex Space Fund) and other (Optimize Portugal Golden Opportunities Fund) depends on your risk tolerance and investment goals. Private equity investments typically offer different risk-return profiles compared to other. Consider your portfolio diversification needs and long-term investment strategy.
Redemption terms vary between funds. Flex Space 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.
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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