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Golden Visa Fund Comparison

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado vs Portugal Prime Fund

Compare Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado and Portugal Prime 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

Portugal Prime Fund

Managed by BiG Capital SGOIC

Unverified

Quick Decision Guide

Choose Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado if you prioritize its unique strategy and approach. Choose Portugal Prime Fund 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 Prime Fund
€100,000
Target Return
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
15–20% p.a.
Best
Portugal Prime Fund
5% p.a.
Fund Size
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
€150M
Portugal Prime Fund
€100M
Established
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2025
Portugal Prime Fund
2024

Fees & Costs

Management Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
2%
Portugal Prime Fund
0.2%
Best
Performance Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
20%
Portugal Prime Fund
25%
Subscription Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
5%
Portugal Prime Fund
Not disclosed
Redemption Fee
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosed
Portugal Prime Fund
Not disclosed
Hurdle Rate
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
7%
Portugal Prime Fund
Not disclosed

Liquidity & Terms

Redemption
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
End of Term
Best
Portugal Prime Fund
Not specified
Lock-up Period
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
48 months
Portugal Prime Fund
Not disclosed
Risk Band
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Not disclosed
Portugal Prime Fund
Not disclosed
Category
Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Private Equity
Portugal Prime Fund
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
Portugal Prime Fund
Fees not disclosed

Cost comparison unavailable — one or more funds have not disclosed their fee structure.

Geographic Allocation

Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Portugal
60%
Spain
40%
Portugal Prime Fund
Portugal
100%

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 0.2%), and fund managers (Fortitude Capital vs BiG Capital SGOIC). Each fund has different risk profiles and return targets suited to different investor preferences.

Portugal Prime Fund has the lower management fee at 0.2% 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 Prime Fund charges 25%. 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 Prime Fund 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 Prime 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 Portugal Prime Fund's strategy under BiG Capital SGOIC. 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 Portugal Prime Fund provides standard 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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