Golden Visa Fund Comparison
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado vs Optimize Portugal Golden Opportunities Fund
Compare Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado and Optimize Portugal Golden Opportunities 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
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
Quick Decision Guide
Choose Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado if you prioritize lower minimum investment and private equity exposure. Choose Optimize Portugal Golden Opportunities Fund if you prefer lower management fees and other exposure.
Key Financials
€100,000Best
Min. Investment
€500,000
Min. Investment
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€100,000Optimize Portugal Golden Opportunities Fund
€500,00015–20% p.a.Best
Target Return
Not disclosed
Target Return
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
15–20% p.a.Optimize Portugal Golden Opportunities Fund
Not disclosed€150M
Fund Size
€216M
Fund Size
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€150MOptimize Portugal Golden Opportunities Fund
€216M2025
Established
2021
Established
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2025Optimize Portugal Golden Opportunities Fund
2021Fees & Costs
2%
Management Fee
Best1.8%
Management Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2%Optimize Portugal Golden Opportunities Fund
1.8%20%
Performance Fee
None
Performance Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
20%Optimize Portugal Golden Opportunities Fund
None5%
Subscription Fee
1%
Subscription Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
5%Optimize Portugal Golden Opportunities Fund
1%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosed7%
Hurdle Rate
Not disclosed
Hurdle Rate
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
7%Optimize Portugal Golden Opportunities Fund
Not disclosedLiquidity & Terms
End of Term
Redemption
Daily
Redemption
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
End of TermOptimize Portugal Golden Opportunities Fund
Daily48 months
Lock-up Period
60 months
Lock-up Period
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
48 monthsOptimize Portugal Golden Opportunities Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedPrivate Equity
Category
Other
Category
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Private EquityOptimize Portugal Golden Opportunities Fund
OtherEstimated 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
Optimize Portugal Golden Opportunities Fund
€59,000
Geographic Allocation
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Portugal
60%
Spain
40%
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 (2% vs 1.8%), and fund managers (Fortitude Capital vs Optimize Investment Partners). Each fund has different risk profiles and return targets suited to different investor preferences.
Optimize Portugal Golden Opportunities Fund has the lower management fee at 1.8% 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 Optimize Portugal Golden Opportunities Fund charges None. 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 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 Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado 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 (Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado) 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. Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado offers End of Term 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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