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Golden Visa Fund Comparison

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado vs Portugal Liquid Opportunities, FCR

Compare Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado and Portugal Liquid Opportunities, 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
Other

Portugal Liquid Opportunities, FCR

Managed by Oxy Capital

Unverified

Quick Decision Guide

Choose Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado if you prioritize private equity exposure. Choose Portugal Liquid Opportunities, FCR if you prefer lower management fees and manageable entry point.

Key Financials

Min. Investment
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€100,000
Portugal Liquid Opportunities, FCR
€100,000
Target Return
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
15–20% p.a.
Best
Portugal Liquid Opportunities, FCR
8–10% p.a.
Fund Size
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€150M
Portugal Liquid Opportunities, FCR
Not disclosed
Established
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2025
Portugal Liquid Opportunities, FCR
2012

Fees & Costs

Management Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2%
Portugal Liquid Opportunities, FCR
1.2%
Best
Performance Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
20%
Portugal Liquid Opportunities, FCR
20%
Subscription Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
5%
Portugal Liquid Opportunities, FCR
2%
Redemption Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosed
Portugal Liquid Opportunities, FCR
Not disclosed
Hurdle Rate
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
7%
Portugal Liquid Opportunities, FCR
5%

Liquidity & Terms

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

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
Portugal Liquid Opportunities, FCR
€46,000

Geographic Allocation

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Portugal
60%
Spain
40%
Portugal Liquid Opportunities, FCR
Portugal
65%
International
35%

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 €100,000), management fees (2% vs 1.2%), and fund managers (Fortitude Capital vs Oxy Capital). Each fund has different risk profiles and return targets suited to different investor preferences.

Portugal Liquid Opportunities, FCR has the lower management fee at 1.2% 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 Portugal Liquid Opportunities, FCR charges 20%. 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 Portugal Liquid Opportunities, 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 Portugal Liquid Opportunities, 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.

The choice between private equity (Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado) and other (Portugal Liquid Opportunities, FCR) 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 Portugal Liquid Opportunities, FCR provides Weekly 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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