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Golden Visa Fund Comparison

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado vs Mercúrio Fund II, FCR

Compare Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado and Mercúrio Fund II, FCR 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

Mercúrio Fund II, FCR

Managed by Oxy Capital

Verified Partner

Quick Decision Guide

Choose Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado if you prioritize its unique strategy and approach. Choose Mercúrio Fund II, FCR if you prefer manageable entry point.

Key Financials

Min. Investment
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€100,000
Mercúrio Fund II, FCR
€100,000
Target Return
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
15–20% p.a.
Best
Mercúrio Fund II, FCR
Not disclosed
Fund Size
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€150M
Mercúrio Fund II, FCR
€50M
Established
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2025
Mercúrio Fund II, FCR
2025

Fees & Costs

Management Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2%
Mercúrio Fund II, FCR
2%
Performance Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
20%
Mercúrio Fund II, FCR
20%
Subscription Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
5%
Mercúrio Fund II, FCR
2%
Redemption Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosed
Mercúrio Fund II, FCR
Not disclosed
Hurdle Rate
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
7%
Mercúrio Fund II, FCR
5%

Liquidity & Terms

Redemption
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
End of Term
Mercúrio Fund II, FCR
End of Term
Lock-up Period
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
48 months
Mercúrio Fund II, FCR
96 months
Risk Band
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosed
Mercúrio Fund II, FCR
Not disclosed
Category
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Private Equity
Mercúrio Fund II, FCR
Private Equity

Estimated 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
Mercúrio Fund II, FCR
€70,000

Geographic Allocation

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Portugal
60%
Spain
40%
Mercúrio Fund II, FCR
Portugal
80%
International
20%

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 €100,000), management fees (2% vs 2%), and fund managers (Fortitude Capital vs Oxy Capital). Each fund has different risk profiles and return targets suited to different investor preferences.

Both funds have the same management fee of 2%. Consider the total cost including performance fees: Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado charges 20% while Mercúrio Fund II, FCR charges 20%.

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado requires a minimum investment of €100,000, while Mercúrio Fund II, FCR requires €100,000. 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 Mercúrio Fund II, FCR 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 Mercúrio Fund II, FCR's strategy under Oxy Capital. 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 Mercúrio Fund II, FCR 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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