Golden Visa Fund Comparison
Heed Top Investment Fund vs INZ Fund
Compare Heed Top Investment Fund and INZ Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Debt
Heed Top Investment Fund
Managed by Heed Capital
Unverified
VS
Private Equity
INZ Fund
Managed by STAG Fund Management
Unverified
Quick Decision Guide
Choose Heed Top Investment Fund if you prioritize lower management fees and lower minimum investment. Choose INZ Fund if you prefer private equity exposure.
Key Financials
€100,000Best
Min. Investment
€150,000
Min. Investment
Heed Top Investment Fund
€100,000INZ Fund
€150,0005% p.a.
Target Return
Best8% p.a.
Target Return
Heed Top Investment Fund
5% p.a.INZ Fund
8% p.a.€17.3M
Fund Size
€50M
Fund Size
Heed Top Investment Fund
€17.3MINZ Fund
€50M2024
Established
2023
Established
Heed Top Investment Fund
2024INZ Fund
2023Fees & Costs
1.5%Best
Management Fee
1.6%
Management Fee
Heed Top Investment Fund
1.5%INZ Fund
1.6%20%
Performance Fee
15%
Performance Fee
Heed Top Investment Fund
20%INZ Fund
15%2%
Subscription Fee
1%
Subscription Fee
Heed Top Investment Fund
2%INZ Fund
1%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
Heed Top Investment Fund
Not disclosedINZ Fund
Not disclosed5%
Hurdle Rate
6%
Hurdle Rate
Heed Top Investment Fund
5%INZ Fund
6%Liquidity & Terms
Daily
Redemption
End of Term
Redemption
Heed Top Investment Fund
DailyINZ Fund
End of TermNot disclosed
Lock-up Period
60 months
Lock-up Period
Heed Top Investment Fund
Not disclosedINZ Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
Heed Top Investment Fund
Not disclosedINZ Fund
Not disclosedDebt
Category
Private Equity
Category
Heed Top Investment Fund
DebtINZ Fund
Private EquityEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Heed Top Investment Fund
€55,000
Lower Cost
INZ Fund
€53,000
Geographic Allocation
Heed Top Investment Fund
Portugal
60%
Other EU
30%
International
10%
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 (Debt vs Private Equity), minimum investment amounts (€100,000 vs €150,000), management fees (1.5% vs 1.6%), and fund managers (Heed Capital vs STAG Fund Management). Each fund has different risk profiles and return targets suited to different investor preferences.
Heed Top Investment Fund has the lower management fee at 1.5% compared to 1.6%. However, consider the total cost including performance fees: Heed Top Investment Fund charges 20% performance fee while INZ Fund charges 15%. The overall value depends on your investment goals and expected returns.
Heed Top Investment Fund 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 Heed Top Investment Fund 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.
The choice between debt (Heed Top Investment Fund) and private equity (INZ Fund) depends on your risk tolerance and investment goals. Debt investments typically offer different risk-return profiles compared to private equity. Consider your portfolio diversification needs and long-term investment strategy.
Redemption terms vary between funds. Heed Top Investment Fund offers Daily 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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