Golden Visa Fund Comparison
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado vs INZ Fund
Compare Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado and INZ Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Private Equity
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Managed by Fortitude Capital
Unverified
VS
Private Equity
INZ Fund
Managed by STAG Fund Management
Unverified
Quick Decision Guide
Choose Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado if you prioritize lower minimum investment. Choose INZ Fund if you prefer lower management fees.
Key Financials
€100,000Best
Min. Investment
€150,000
Min. Investment
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€100,000INZ Fund
€150,00015–20% p.a.Best
Target Return
8% p.a.
Target Return
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
15–20% p.a.INZ Fund
8% p.a.€150M
Fund Size
€50M
Fund Size
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€150MINZ Fund
€50M2025
Established
2023
Established
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2025INZ Fund
2023Fees & Costs
2%
Management Fee
Best1.6%
Management Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2%INZ Fund
1.6%20%
Performance Fee
15%
Performance Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
20%INZ Fund
15%5%
Subscription Fee
1%
Subscription Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
5%INZ Fund
1%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosedINZ Fund
Not disclosed7%
Hurdle Rate
6%
Hurdle Rate
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
7%INZ Fund
6%Liquidity & Terms
End of Term
Redemption
End of Term
Redemption
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
End of TermINZ Fund
End of Term48 months
Lock-up Period
60 months
Lock-up Period
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
48 monthsINZ Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosedINZ Fund
Not disclosedPrivate Equity
Category
Private Equity
Category
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Private EquityINZ Fund
Private EquityEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€85,000
Lower Cost
INZ Fund
€53,000
Geographic Allocation
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Portugal
60%
Spain
40%
INZ Fund
Portugal
70%
Spain
30%
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 Private Equity), minimum investment amounts (€100,000 vs €150,000), management fees (2% vs 1.6%), and fund managers (Fortitude Capital vs STAG Fund Management). Each fund has different risk profiles and return targets suited to different investor preferences.
INZ Fund has the lower management fee at 1.6% compared to 2%. However, consider the total cost including performance fees: Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado charges 20% performance fee while INZ Fund charges 15%. The overall value depends on your investment goals and expected returns.
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado requires a minimum investment of €100,000, while INZ Fund requires €150,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.
Both Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado and INZ 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 private equity, so compare their track records, management teams, fee structures, and specific investment strategies. Consider Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado's approach managed by Fortitude Capital versus INZ Fund's strategy under STAG Fund Management. Review their historical performance, redemption terms, and alignment with your investment timeline.
Redemption terms vary between funds. Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado offers End of Term redemptions, while INZ Fund 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.
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